Managers of Wealth Americas

LPL affiliate adds $650m pair of advisors from JP Morgan

Genesis Wealth, a non-OSJ branch office within LPL, is specifically targeting bank-based advisors seeking independence.

Brian Cayne Joins Goldman Sachs as a Partner and Co-Head of Software Investment Banking

His appointment further strengthens the firm’s ability to serve the strategic and financing needs of its software and technology clients globally during this period of significant transformation.

$1.2B Citigroup Team Jumps to Wells Fargo

Advisors Paul Cooke and Jake Trousdale have moved their Dallas-based practice from Citigroup to Wells Fargo as the wirehouse continues its recruitment push.

Chris Marshall succeeds Geno Paluso as Sagent CEO

Chris Marshall first joined the Sagent team as chairman of the board of directors in 2022, before becoming executive chairman in 2023.

AllianceBernstein Promotes Onur Erzan to President

The new president was promoted to his former role in fall 2025

Mesirow Investment Banking Expands Sector Expertise with the Additions of William Lynch and Garry Vaynberg

The addition of Bill and Garry reflects Mesirow's focus on growth and our dedication to bringing in senior talent

AllianceBernstein announces Onur Erzan as President

In addition, Erzan will assume responsibility for AB's Strategy and Corporate Development functions.

Anne Bramman Elected to Morningstar’s Board of Directors

Anne has tremendous experience driving financial excellence and spearheading business transformations.

Erik Spek per 2026 mede-eigenaar van HaVen – Audit, Accounting & Consultancy.

There, he gained extensive experience in accountancy and in supporting companies in the region and Suriname.

New York Life Appoints Joao Magallanes Canals as Wealth Management Executive

He Has Extensive Experience, Including Nearly a Decade in Private Banking and Capital Markets in Latin America

Fulton Bank names next treasurer

Roder has more than 20 years of experience in investment management, balance sheet strategy, and enterprise risk oversight.

Nationwide Names New Broker/Dealer Head

In addition, Huntington Bank’s wealth division hires a chief investment officer, and Raymond James adds a recruiting lead from Allworth.

RFG Chief Growth Officer Abby Salameh Steps Down

Salameh cited personal reasons for her departure, including travel, and is searching for her next opportunity in wealth management.

Rockefeller Snags $3-Billion UBS Team in Florida and California

The group caps a record year of recruiting for Rockefeller, which added 37 teams in 2025.

Northern Trust announces leadership changes

Bellows, who will continue as EMEA president, joined Northern Trust in 2011 and has held a number of leadership positions, including head of global fund services for EMEA and country head for Ireland.

B. Riley Securities Strengthens Investment Banking Leadership with Senior Hire

Mr. Monfort brings more than two decades of experience as a senior investment banker and trusted advisor

Goldman Sachs names software investment banking group co-head – report

Cayne will jointly lead the software banking practice alongside Joe Porter in London and Jason Rowe in New York.

Mariner Independent hires former IAA exec to lead advisor growth

Topaz Morrison has joined Mariner Independent as the platform's director of advisor growth and engagement.

SEI Honors Founder Alfred P. West, Jr. as He Retires from Executive Chairman Role After 57 Years of Innovation

Board Appoints Independent Director Carl A. Guarino as Chairman as Part of Planned Transition

Northern Trust Announces Leadership Changes

All three leaders will report to Chief Executive Officer Michael O’Grady. Gibson and Pickett will join Bellows as members of the Northern Trust Leadership Team.

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