Managers of Wealth Americas

Linklaters adds partner to investment funds group

Bolstering the firm’s fund formation and regulatory compliance capabilities

Karmen Keup Named Branch Manager of UBS

We are proud to have Karmen lead our offices in Sarasota, Fort Myers and Bonita Springs, and wish her every success in her new role.

Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management

Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank.

Branch Manager Named for UBS Offices in Sarasota, Fort Myers and Bonita Springs

Karmen has spearheaded initiatives for women's career advancement within UBS.

Three UBS Advisors in the Greater New England Market Named to Forbes/SHOOK Top Next-Gen Wealth Advisors list

Recognition of an exceptional career in Financial Services

Kestra Financial, Inc. Recruits Industry Innovator Nick Harness as CIO

Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies

Blackstone Announces Appointment of Jeffrey B. Kindler, Former Chairman and CEO of Pfizer, as Senior Advisor

We look forward to benefitting from his deep insights in evaluating new investment opportunities and helping our portfolio companies reach their full growth potential.

Julius Baer exits continue as LatAm advisor duo departs

Earlier this year, Julius Baer announced that it had shuttered its office in Montevideo catering to local clients and let go of almost a dozen advisors from its cross-town international branch.

Six Wealth Managers Join First Republic in New York

They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

BNY Mellon Wealth Management Names Julie Alcala as Senior Wealth Strategist in Chicago, IL

These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team.

Blackstone Hires Former Amazon Executive as Senior MD

She will be based in San Francisco

Dynasty Adds $2B Advisor

A graduate of Syracuse University with a B.A. in economics, Mitchell will be located in Procyon’s New York City office.

Insight Investment Adds Two Strategic Hires to Expand U.S. Distribution Team

Angela and Mark will bolster our ability to deliver solutions to meet industry-wide challenges and help investors and their consultants build investment programs focused on certainty of outcome.

Oppenheimer Builds-Out Leadership Team

Joseph Lovell Named Managing Director and Head of Asset Management; Philippe Jacquemard Appointed Managing Director and Head of European Insurance

Wilmington Trust Expands on the West Coast

Previously with BNY Mellon Wealth Management, Merryll joins recent list of new market leaders and senior wealth advisor in, Boston, Atlanta, New Jersey, and Los Angeles

MAI Taps Olha Paluch As Managing Director And Senior Wealth Manager

She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.

BNY Mellon Wealth Management Names Larry Tekler as Senior Director, Team Leader in Newport Beach, CA

Larry joins BNY Mellon Wealth Management from a personal family office he founded, focused on private investments in individual real estate transactions and partnership investments.

Aegis Capital Corp. Hires Two Veteran Compliance Officers

They both bring an expansive amount of knowledge and will be valued additions to the compliance staff.

Cresset Names Barbara Young as Co-Head of Family Office Services

Young joins Bill Rudnick in leading the Family Office Services group at Cresset, which has grown to $9.8 billion in assets under management in less than three years.

Advisor Group Welcomes Richard Page To Ladenburg Thalmann & Co. Inc. As Managing Director In Healthcare Investment Banking Group

Veteran Executive Joins Advisor Group's Investment Banking Arm to Expand Relationships with Corporate Healthcare Clients

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