Managers of Wealth Americas

Helping Small Businesses Thrive: Regions Bank Launches Commercial Business Development Team

Jordan Baxter to lead new initiative to assist small businesses with financial solutions.

Goldman appoints Sarsfield to co-run asset management unit

Sarsfield, who has been with the premier investment bank for more than 22 years, currently co-heads the client business of the asset management arm.

JPMorgan shakes up the senior ranks of its equity derivatives team

The US bank has named Francesco Lavatelli as global head of corporate equity derivatives

The Revilla Group Joins J.P. Morgan Wealth Management in Miami

They take a holistic approach in helping clients achieve their short- and long-term financial goals, and I’m confident they’ll play key roles as we continue to strengthen our offering in Miami.

BofA Realigns Leadership Roles in Wealth Management Unit

As part of the changes, Sieg will oversee the company’s Investment Solutions Group (ISG) and its Personal Retirement Group.

Global Supply Chain and Operations Consultancy Maine Pointe Appoints Alfred Baumbusch as COO

Baumbusch takes Maine Pointe’s Total Client Satisfaction concept to heart, with a focus on satisfaction beyond financial results.

Deutsche Bank hires BofA's fine-art lending expert

He had also focused on art lending to UNHW individuals at Citibank's private banking division.

Mitch Berlin assumes role as EY Americas Strategy and Transactions Vice Chair

As Vice Chair-Americas Strategy and Transactions, Berlin will be based in New York City and oversee a team of nearly 8,500 EY professionals across the United States, Canada, Mexico, Central and South America, the Caribbean and Israel.

SouthState Adds Top Producers to Commercial, Wealth teams

"These top producers are eager to be part of the SouthState growth story, and we welcome them to the team."

AArete adds VPs Dana Dolan and Priya Iragavarapu

The firm has more than 400 people across offices in the US, UK, and India delivering services in strategy, profitability improvement, data and analytics, and technology.

Jared Kushner’s Investment Firm Hires Former Trump Staffers

Jared Kushner's Affinity Partners venture has drawn some controversy because Kushner has been seeking capital from some of the Middle Eastern countries that he dealt with in the White House, including Saudi Arabia.

Pennington Partners appoints new MD

He joins Pennington amid rapid growth for the firm and will lead expansion into several additional channels

Unicorn hires US offshore sales director from Robeco

Prior to working at Robeco, Ravachi spent two years at Credicorp Capital as a fixed income trader

Gibson Dunn Adds Finance Partner in New York

Madalyn’s enthusiasm and passion for client service make her an excellent cultural fit for Gibson Dunn.

Franklin Templeton Appoints Global Head of Sustainability

Simpson Brings 35 Years of International Investment and Academic Expertise to Lead Franklin Templeton’s Global Stewardship, Sustainability and ESG Strategy

RBC Hires Advisors with $1 Billion in Assets in Hot Florida Market

RBC’s new hires are experienced advisors and each had been affiliated with Truist since 2016, according to BrokerCheck, the public database maintained by industry self-regulatory Finra.

President & Chief Executive Officer of State Street Global Advisors to Retire

Taraporevala joined State Street Global Advisors in 2016

BNY Mellon Wealth Management Expands Miami Office with Five New Hires

As this wonderful city has evolved, we have positioned our Miami office to mirror the influx of diverse residents with the addition of Gina, Sebastien, Tamara, Jessica and Francesca

Florida team managing $325 million joins Raymond James

The three advisers, who will operate as The HarborView Group in St. Petersburg, previously were affiliated with Morgan Stanley.

Equiteq promotes seven professionals in New York office

The firm recently advised on the sale of Enowa, a Philadelphia-based SAP consultancy, to Reply.

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