Managers of Wealth Americas

Bluespring Wealth Partners Bolsters Team With New VP of Business Consulting

Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success

Barb Godin Retiring from Regions Bank after 45-year Career in Financial Services

She joined Regions in 2003 as a consumer credit executive and has played a significant role in strengthening the bank’s credit culture and providing valuable leadership in credit policy, credit administration and problem asset management.

Deutsche Bank int’l private bank Americas boss exits

It is not yet known if he is joining another firm following his exit next month.

Deutsche Bank Nabs Ex-Credit Suisse Banker

She will report to George Crosby, also a former HSBC banker who oversees Deutsche's Latin American private banking business from Miami, and to Loic Voide, Middle East and Africa wealth boss, in Geneva.

Wells Fargo adds teams of Chief Risk Managers and Chief Compliance Officer

The model consists of five line-of-business CROs, along with other teams aligned by risk type, each reporting to Norton.

MacPhee to retire from Merrill Lynch

A National FADP Performance executive and market president for Albany-Hudson Valley region will be named in a few weeks, according to a statement released by Kirstin Hill, MLWM Chief Operating Officer.

Sue Ringold and Bill Orendorf join AXIS Re’s North America property team in Bermuda

Orendorf joins from Guy Carpenter where he was a senior vice president. Before that he held various underwriting roles at Chubb Tempest Reinsurance and Transatlatic Re.

UBS U.S. Investment Strategy Head Leaves

Crook will be replaced by Daniel Scansaroli, who joined UBS Wealth Americas earlier this year as a senior portfolio strategist for ultra-high net worth customers.

New TripleTree CEO sees health care investment firm growing during pandemic

Since joining TTH in 2015 as president, Owens has worked with founder and CEO Kevin Green to scale the business and plan for the leadership transition the board announced in July.

UBS's Bob McCann to step down from chairman Americas role later this year

The memo, which was verified by a UBS spokeswoman, was also signed by Tom Naratil, co-president of UBS's global wealth management and head of its Americas division.

Wells Fargo Corporate Risk Names New Leaders as Part of Updated Risk Model

The new leaders were named following the May 2020 announcement of the enhanced corporate risk model

De-Wired: $1-Bln UBS Trio Joins Stifel, $675-Mln Morgan Stanley Quartet to RBC

Bice said he could not immediately comment on his decision to join the regional firm after more than three decades at wirehouses because he was “in the middle of transferring accounts.” Leach and Prebay did not return calls for comment.

AIG Appoints David McElroy Chief Executive Officer, General Insurance, and Executive Vice President, AIG

Mr. McElroy held numerous leadership roles within the insurance industry, including Executive Chairman of Arch Insurance Group Inc. and Vice Chairman of Arch Worldwide Insurance Group.

Ralph Izzo Elected to the Board of Directors of BNY Mellon

"We are thrilled to welcome Ralph to our Board," said Todd Gibbons, CEO of BNY Mellon.

Fiduciary Trust appoints Senior Portfolio Manager in New York

Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.

Phil Scott, $18-Million Merrill Superstar, Joins First Republic

San Francisco-based First Republic, a now-publicly traded bank that was once owned by Merrill Lynch, has been tapping Merrill consistently for wealth management talent as it expands from private banking into broader wealth services.

Fieldpoint Private Nabs New Commercial Banker From Patriot Bank

Mr. Moore’s 20-year financial services career includes commercial banking roles with First County Bank and Connecticut Community Bank, as well as time with Northern Trust and Morgan Stanley.

GCW Global Customised Wealth Announces New California Partner

London-Based Wealth Management Firm Continues Expansion with Senior Management Hire

UBS Nabs Chicago Bank Broker with About $1 Mln of Revenue

The U.S. unit of the Swiss banking giant has been on a recruiting diet since 2016, and some say the policy is paying rewards.

Sentinel Trust Announces New Hire Class of 2020

Each of these individuals brings immense talent and expertise in their respective fields.

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