Managers of Wealth Americas

Northern Trust Adds to Foundation & Institutional Advisors Practice in Northeast

Prior to joining Northern Trust, Collins served as a Senior Director at TIAA Endowment and Philanthropic Services.

Wedbush Securities adds wealth management veteran as MD

Wedbush Securities has appointed William (Bill) Brinckerhoff as Managing Director, Regional Executive.

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies

Plafker will also oversee the company’s ongoing strategic investments and acquisitions in the area of digital wealth.

Caroline Butler Joins BNY Mellon as Global Head of Custody

She will lead product strategy, embracing new realities and markets and modernizing custody platforms.

Truvvo Parters appoints Head of Client Relationships

Gregory most recently served as Principal and Senior Wealth Advissr at Bessemer Trust

Golden State Welcomes Wealth Manager

Brian has extensive insurance experience and is in tune with all aspects of protection from setting up legacy planning to coordinating long-term care, depending on clients’ needs.

Chief Investment Officer to Join FBL Financial Group

Whitehead is replacing Charles T. Happel, who is retiring this year.

Wedbush Securities Welcomes Wealth Management Veteran William Brinckerhoff as Managing Director, Regional Executive of the Firm's Central Region

Prior to joining Wedbush Securities, Bill served as a Senior Practice Management Consultant with Morgan Stanley, where he leveraged the firm's solid platform.

Wells Fargo Corporate and Investment Banking Names Jay Bryson Chief Economist

He and his team provide analysis on economic and financial developments in the U.S. and major foreign economies that can assist clients in their business decisions.

Lombard International's US CEO appointed Group Chief Operating Officer

He joined Lombard International in May 2016 as Chief Executive Officer in the US.

Katten Private Wealth Head Joshua Rubenstein Elected to Industry Leadership Post

Rubenstein has received numerous accolades throughout his career.

Wells Fargo Corporate and Investment Banking Names Chief Economist

In this role, Bryson leads the economists and analysts who form the Wells Fargo CIB Economics Group.

LPL Financial and Private Advisor Group Welcome Broadway Graham Wealth Partners

The desire for more independence and control over their business led to their move to Private Advisor Group and LPL Financial.

Perigon Wealth Management Taps Life Transitions Specialist Mary Ballin to Expand San Francisco Area Presence, Leading New East Bay Office

Organized around money-related topics ranging from estate planning to education savings, the intimate events allow participants to raise questions and drive discussion in a safe, collaborative space.

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