Managers of Wealth Americas

Progressive Insurance Announces Retirement Of CMO, Jeff Charney

Expected Retirement Date is January of 2022

Golden State Welcomes Wealth Manager, Lee Jones of Tangent Retirement with Offices in both Northern and Southern CA

Lee comes to Golden State with a wealth of industry experience

Northern Trust Announces Florida Leadership Changes

Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses.

Longtime Wells Fargo Team Jumps to UBS in San Diego

He has spent over 30 years in the financial services industry, including as a rep for Wells Fargo Clearing Services from 2001 until the move to UBS, according to his report on the Financial Industry Regulatory Authority’s website.

Practifi Welcomes Vice President, Sales

Hearsay Systems Veteran Brings Exceptional Enterprise Sales Leadership and Expertise to Fuel Practifi’s Rapid Growth

JP Morgan appoints CEO for Latin America and Canada …

The appointment comes days after it became known that the bank was withdrawing its private banking business in Mexico

KKR Appoints New Independent Directors

Their appointments will bring the number of independent directors to nine out of a total of thirteen Board seats.

Lionstone Investments Announces Leadership Transition

Under Ms. Page’s and Mr. Sanchez’s leadership, Lionstone has doubled its assets under management.

PNC Asset Management Group Names Chief Investment Officer; Mark McGlone To Retire

New Chief Investment Strategist, Head of Responsible Investing Named

One, a Digital Banking Service, Announces Two Additions to Board of Directors

One is a new banking service that makes managing, saving and growing household savings and affordable credit more intuitive and accessible.

Bank of America co-head of global oil trading departs

It was not immediately clear whether Sussman's departure was related to the cuts.

YCharts Announces the Addition of Three Board Members

YCharts announced today several Board appointments aimed to help accelerate the company’s strategic growth

Banking SaaS Innovator Zafin Welcomes John Smith as Senior Vice President of Ecosystems

With extensive financial services experience, Smith will engage partners to ensure customer success

Evercore Wealth Management Promotes Three to Partner, Two to Managing Director

“Our three new Partners and two new Managing Directors have demonstrated their commitment to the values of our firm, through the excellence of their work, their integrity and their constant client focus.”

Canada Life Asset Management appoints new Asia fund manager

Prior to joining Polar Capital, Kemp spent five years at AXA Framlington as an Asia specialist, managing Asian equity portfolios for global emerging market funds and global balanced funds.

Peru & Partners, part of IQ-EQ, strengthens Valuation and CFO Secondment service lines with senior appointment

He brings to this newly created position more than 20 years of experience in corporate finance and in the financial management of private assets and entrepreneurship management companies.

Goldman Sachs co-head of asset management arm to retire

Lane has also served as co-head of Goldman’s consumer and investment management division among other leadership roles.

Virtus Investment Partners Announces Appointment of Board Member

"Howard brings significant investment experience as a portfolio manager at his firm for more than two decades as well as from his years of public service to school districts and the State of Michigan Tax Commission,"

Schechter Investment Advisors Adds Senior Advisor

Schoffman has held financial advisory roles with Retirement Planners of America

MUFG Bolsters Leveraged Finance Platform With Hiring of Trading and Syndicate Heads

Todd Bondy to run high-yield bond trading; Ryan Munro to take on syndicate and capital markets role for leveraged loans and high-yield bonds

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