Managers of Wealth Americas

Jeffrey Stammen to Join Antares Capital as Managing Director, Head of Investor Coverage in Asset Management

Industry Veteran Brings Unique Expertise in Capital Raising and Established Institutional Relationships

Nipul Patel to Lead Real Estate Banking in Corporate & Investment Banking

Patel has been with Wells Fargo for more than 25 years

SiriusPoint Bermuda promotes new CFO

SiriusPoint has named a new chief financial officer (CFO) in Bermuda.

JMP Group Announces Addition of Rahul Buxani to Investment Banking Division

Managing Director Joins JMP Securities With Focus on Financial Technology

Rothschild & Co hires Managing Director in North America

He brings more than 25 years of investment banking and sponsor coverage experience to Rothschild & Co

Brane Capital welcomes Senior Compliance Advisor

“Dan has already played an integral role in developing industry-defining policies and procedures that enhance Brane’s highly secure custody of digital assets"

MIB Names New Chief Financial Officer

Ms. Harris brings over 20 years of experience focused on strategic, operational and financial leadership activities.

Oppenheimer & Co. Inc. Further Expands Technology, Media And Communications Investment Banking Group With Appointment Of Managing Director

Firm Continues to Drive Strong Growth in Investment Banking through Focused Additions of Senior Talent

BNY Mellon Wealth Management Named Senior Client Strategist in Chicago

Patrice brings over 30 years of financial experience to this role, including two decades of wealth and 15 years of large corporate lending experience.

BankFinancial Announces National Expansion of its Commercial Finance Division

Based in Dallas, TX, Gordon is a 30-year veteran in financial services and joins BankFinancial from Wells Fargo, where he spent over 13 years as a Senior Relationship Team Manager in the ABL/Accounts Receivables Financing Group.

Richardson Wealth appoints Director of Operations

Jan is a results-driven professional with considerable hands-on experience building and leading teams through organizational transformation, acquisitions and corporate growth.

BNY Mellon Wealth Management Names Global Head of BNY Mellon Investor Solutions

Sinead has over 25 years of financial industry experience – including a decade with BNY Mellon.

KKR grows global private credit team with new senior hires

Mr. Picco was previously Portfolio Manager and Head of Alternative Lending and Capital Solutions at Sound Point Capital where he helped build the firm’s alternative lending business.

Global law firm Hires Reed Smith Partner As US Head Of Fintech

Aschettino joins from Reed Smith, where he led the Payments Technology team and was a member of its FinTech practice.

RINA Strengthens Trust & Estate Tax Planning Expertise

David Boekeloo joins the firm as the Director, Trust & Estate Services

Baker McKenzie Announces 67 Partnership Promotions

Combining this year's promotions and new lateral hires, the Firm added 95 partners.

Declan Kelly resigns as CEO of Teneo after drunken misconduct claims

The Financial Times report contends that the departure of two founders in quick succession “throws into question the future of Teneo.”

Whittier Trust Welcomes New Senior Vice President and Client Advisor to Whittier Trust of San Francisco

"We are very excited that someone having Steve's industry experience has decided to join our team,"

Harbourfront Names Former Vertex COO as Chief Technology Officer

“Hiring Leonard is yet another testament to how serious we are about continually investing in the expansion of the firm’s capacity, security and performance,”

BNY Mellon Wealth Management Names Vice Chair of Wealth Management's Investment Strategy Committee

She is based in New York

People Moves