Managers of Wealth Americas

RINA Strengthens Trust & Estate Tax Planning Expertise

David Boekeloo joins the firm as the Director, Trust & Estate Services

Baker McKenzie Announces 67 Partnership Promotions

Combining this year's promotions and new lateral hires, the Firm added 95 partners.

Declan Kelly resigns as CEO of Teneo after drunken misconduct claims

The Financial Times report contends that the departure of two founders in quick succession “throws into question the future of Teneo.”

Whittier Trust Welcomes New Senior Vice President and Client Advisor to Whittier Trust of San Francisco

"We are very excited that someone having Steve's industry experience has decided to join our team,"

Harbourfront Names Former Vertex COO as Chief Technology Officer

“Hiring Leonard is yet another testament to how serious we are about continually investing in the expansion of the firm’s capacity, security and performance,”

BNY Mellon Wealth Management Names Vice Chair of Wealth Management's Investment Strategy Committee

She is based in New York

Blackstone Hires Managing Director to Support its Growing Tech Portfolio

She will also advise the firm’s investment teams in identifying and evaluating opportunities in the technology sector, with a particular focus on the European market.

J.P. Morgan Private Bank appoints trio of new Bay Area leaders

Barshied will lead the bank's expansion in the region, overseeing existing offices in San Francisco and Palo Alto and a new East Bay office whose location hasn't been disclosed.

Lincoln Financial Group Names Head of Corporate Marketing, Communications and Brand

Proven Company Leader Tapped to Further Unlock the Brand’s Potential

Waldron Private Wealth hires a senior wealth advisor

Nationally ranked wealth manager expands presence in Midwest

LPL Financial, HUB Retirement and Wealth Management Welcome Financial Advisor Brandon Chase

Also, as a Certified Exit Planner, Chase has strategically shifted a significant part of his focus to helping business owners maximize the value of their business in preparation for selling their company.

SS&C Adds Senior Executive to SS&C GlobeOp Private Markets Team

Suresh Krishnamurthy will lead client solutions for private equity, real estate funds

BMO Asset Management appoints Chief Investment Officer

"Sadiq's knowledge and expertise will help us deepen our overall advantage in wealth management and grow our asset management business. We look forward to him taking on this important role."

AdvisorPeak appoints Chief Strategy Officer

Mr. Hollingsworth has a wealth of experience in helping advisory firms adopt the latest advisor technology solutions

Jefferies adds two new board members

Ms. Weiler serves as a Class II director of the Board of Owl Rock Capital Corporation (NYSE:ORCC), and concurrently serves on the boards of several Owl Rock funds.

Foundation Wealth Partners Announce Calgary Expansion

Rod Walsh and Mathew McDowell add extensive experience to the firm as Foundation Wealth continues its recent growth

BMO Asset Management Appoints Chief Investment Officer

He will start his new role on July 14, 2021 and report to Kristi Mitchem, Chief Executive Officer, BMO Global Asset Management.

BNY Mellon Wealth Management appoints Head of Philanthropic Solutions

She joined BNY Mellon Wealth Management more than 15 years ago as part of the Planned Giving group and also has experience in tax preparation and client relationship management.

iCapital Network appoints Chief Investment Strategist

Renowned global investment strategist provides expert insight on private market investing opportunities for advisors and their high-net-worth clients

Blackstone Announces Appointment of Adam Rosenberg, Gaming and Leisure Industry Veteran, as Senior Advisor

Their flexible capital solutions, operational expertise, and global presence make them a fantastic investment partner

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