Managers of Wealth Americas

Charles Li Elected to MarketAxess Board of Directors

Mr. Li is the former Chief Executive of Hong Kong Exchanges and Clearing Ltd (HKEX), the world’s largest exchange operator, serving from 2010 to 2020.

Deutsche Bank's international private bank unit hires seven bankers in Americas

The German lender's IPB unit offers advisory and wealth management services to high net-worth individuals and their families.

Letitia Berbaum Celebrates Role as COO and Wealth Advisor at The Zandbergen Group

The Zandbergen Group launched in late 2020 and recently opened their new state-of-the-art office in Laguna Beach, California

BCT Investments Expands with New Team of Experienced Wealth Managers

We are delighted to announce the expansion of our BCT Investments services

Knaffla named VP, trust and wealth management officer for Range Bank Trust and Wealth Management Services

As a practicing elder-law attorney, Knaffla brings 15 years of experience in trust and estate management

BNY Mellon Shuffles C-Suite Heads

Before joining BNY Mellon Wealth Management, Grant served as head of global investment and product strategy for Mellon Investments.

Female-Led Team Managing $800MM Joins Insigneo From Wells Fargo

Nilia Gasson has been living in Miami since 1965 and has served 40 years in the industry as a Financial Advisor, 30 of them were at Wells Fargo Advisors and its predecessor firms.

Fast Growing Wealth Management Boutique – Summit Trail Advisors – Expands Family Office With 11-Person Financial Planning Team Focused on Ultra High Net Worth Families

Summit Trail to Provide a Full Suite of Family Office Services to the UHNW Market

Blackstone Hires Courtney della Cava as Senior Managing Director and Global Head of Talent & Leadership for its Portfolio Companies

She joins the firm from Bain & Company, where she was a Partner in its Leadership and Talent Practice based in San Francisco.

RBC Nabs Trio of Credit Suisse Bankers to Expand Tech Franchise

The three will join after a so-called gardening leave.

Withers promotes seven partners across US, Asia & Europe

The new partner appointees include litigators, property lawyers, an investment fund advisor and a tax and estate planning lawyer

Statement on the appointment of a Senior Deputy Governor of the Bank of Canada

She has an excellent track record in the global central banking and supervisory community and will be an asset to the Bank of Canada in her new role.

Greycourt Announces Leadership Transition

He is a pioneer and an expert in tax-efficient investing and leads the tactical analysis efforts at Greycourt

1792 Wealth Advisors Adds to Management Team with Three Industry Veterans

Talent acquisition bolsters support for building scale and infrastructure

First Republic Bank Extends Contract of Founder, Chairman and CEO Jim Herbert

Enters Into Contract With Hafize Gaye Erkan as Co-CEO

S&T Bancorp Announces CEO Transition

"Following a comprehensive search process that considered internal and external candidates, the board concluded that Chris is the right leader for S&T.

GCG Wealth Management Announces the $80 million dollar recruitment from Wells Fargo

GCG Wealth Management has announced a recruitment into their new Lake Norman office after recently announcing multiple acquisitions and a new Charlotte headquarters in South End.

Lisa Beaty Becomes Newest Advisor to Join Cypress Private Wealth

"Lisa did almost all of the financial planning for the top financial advisors at her previous firm. She is extremely talented and we are lucky to have her."

Former Director of the CIA Joins King & Spalding in Washington, D.C.

Gina joins a team who have held leadership positions in the nation’s intelligence, enforcement and regulatory agencies and who counsel clients on globally significant matters.

Wells Fargo Taps Head of Commercial Real Estate Banking

Patel will be based out of Houston and will report to Kara McShane, the bank’s head of commercial real estate.

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