Managers of Wealth Americas

City National Bank Appoints Abel Montañez as Head of Private Banking

Veteran advisor led private banking in Los Angeles region

Cresset Hires J.P. Morgan Private Banking Team in Mile High City

The group of four bankers, led by Kevin E. McGuire, an 18-year industry veteran who had served as managing director and head of the private bank’s Colorado Technology Vertical and Boulder Team, gave notice on Monday.

Cambridge Trust welcomes Courage, Colleary

Courtesy of Cambridge Trust company

Northern Trust Strengthens South Florida Wealth Management Team

He is an industry veteran who will leverage his extensive connectivity in South Florida to elevate our wealth management team and deliver exceptional solutions to our clients.

KKR Appoints New Independent Director

Ms. Brown is a Managing Partner of Flying Fish Partners, a venture capital firm that focuses its investments on startup companies building artificial intelligence and machine learning technology primarily in the Pacific Northwest.

J.P. Morgan Nabs Veteran Merrill Private Wealth Exec

The move reunites Colavita with J.P. Morgan Advisors CEO Phil Sieg

Advisor Group Recruits Four Financial Professionals

Announcement Highlights Advisor Group's Recruiting Success in 2021, with Year-Over-Year Increase of 196% in Recruited AUA

Bank of America appoints two banking execs to head up EMEA ESG council

The executives will run the EMEA ESG council at Bank of America aimed at minimising its climate impact and supporting clients in their low-carbon transition.

Wealth group Mason Stevens mulls sale, float; hires Bank of America

The company, run by Vincent Hua, has grown to have about $7 billion in assets under management, sources said, and made a $9.8 million profit last year according to accounts filed with the corporate regulator.

RBC Promotes Virtual Hiring Wiz to Head of Recruiting

Dolan replaces Kristen Kimmell, who took over the role just two years ago and has left the Minneapolis-based firm after more than 27 years, according to an RBC spokesperson.

Options Solutions Appoints Advisory Board

The Advisory Board members are distinguished practitioners who have played key roles in the development of the stock and options markets and the asset-management industry.

Accelerated Wealth Advisors welcomes Mackenzie Bekeza, CFP®

CERTIFIED FINANCIAL PLANNER™ will help clients achieve their retirement goals.

Ruth Jacks Named Data and Transformation Leader for Wells Fargo Commercial Banking

25-year banking veteran to lead data strategy transformation and client experience

Broadridge Further Strengthens Capital Markets Team

Industry veteran to lead front-office trading solutions

JPM Asset Management appoints offshore sales manager

Offshore client advisors Estefania Chuecos and Carlos Brussa have also had their client coverage in the US expanded.

Latham Adds Partner to Capital Markets and Public Company Representation Practices

She brings experience across a wide range of capital markets transactions and securities and corporate law matters.

Former Wirehouse Advisor Joins Commonwealth Affiliate Waypoint Financial

Fuller brings with him total account assets of more than $75 million.

Michael Carter Joins Truist Securities to Lead Investment Banking

He is highly respected in the finance community and a high-caliber professional well suited to leading our continuously expanding corporate and investment banking team

Pension & Wealth Management Advisors Adds Serpa as Managing Partner and Co-President

He has worked with both large multi-national clients and the private industry.

Richardson Wealth Announces New VP, Practice Growth & Execution to Support Ambitious Organic Growth Objectives

Christina has extensive experience working with advisors and an impressive track-record delivering bottom line results.

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