Managers of Wealth Americas

Broadridge boosts board

He is a talented executive whose extensive experience and background in finance and technology will be an asset to the Broadridge Board of Directors.

Tassat appoints sales & business development MD

B2B payments are a $23 trillion market that has yet to benefit from meaningful digital transformation, which presents immense opportunity for banks.

Chubb Appoints Deputy CFO

He has more than 30 years of experience in insurance and public accounting.

Practifi’s Rapid Growth Continues With Sales Team Expansion

Practifi Expands Sales Team to Meet Increased Demand and Drive Strategic Growth

CI Global AM appoints Head of Investment Management

In this role, his responsibilities included strategic asset allocation, quantitative research and alternative indexing activities at the organization, as well as sitting on the executive committee and tactical asset allocation committee for its Strategy a

Advisors Asset Management names new president and CIO

He leaves Insight Investment to oversee nearly $40 billion in assets

Arvest Wealth Management hires trust officer

Tesavis earned a bachelor’s degree in accounting from Roberts Wesleyan College and a master’s in trust and investment management from Campbell University.

Heritage Financial Services Announces New Shareholders

There are many key qualities we look for in our employee owners, including exceptional job performance, adherence to the firm's core values, and contributing to the business beyond their job functions.

JPMorgan appoints Goldman, Wells Fargo execs to lead growth equity arm

The group's head is Brian Carlin, who used to be the head of J.P. Morgan's wealth management solutions.

Edward Jones boosts gatekeeper team with senior Morningstar hire

Edward Jones has boosted its manager research team, hiring a senior analyst from Morningstar.

Fired, then bounced back to be banking giant JPMorgan Chase's CFO

Lots of people bounce back, but Mr Barnum's rise to CFO of the banking giant is an unlikely Wall Street tale.

JPMorgan Hires From Goldman, Wells for New Growth-Equity Effort

The U.S. had about 5,800 public companies in 2020, a drop from more than 8,000 in 1997, he said. That’s driven in part by an ample pool of private capital, which is growing amid demand from institutional investors lured by promising returns.

Wealth Manager Joins First Republic

Before joining First Republic, he was a Vice President at JP Morgan and worked as Private Client Advisor at Goldman Sachs.

Head of Investor Relations Joins AIG

Mr. McMillan joins AIG from Marsh McLennan where he served as Senior Director, Investor Relations.

$3.5 Billion Team Exits Wells Fargo’s Abbot Downing Unit to Join Hirtle Callaghan

By hiring the team, Hirtle Callaghan gains offices in both of those cities, further expanding its national footprint, the firm says in a June 7 news release.

Linklaters bolsters global TMT team

Privacy leader will Co-Chair firm’s U.S. Data Solutions, Cyber and Privacy practice

AssetMark Names Executive Vice President, Head of Investment Solutions

McNatt will lead the company’s center of excellence for investment solutions and experience

Amie Rowe joins Vantage Leadership as senior consultant

Earlier in her career, Rowe was a consultant at human capital consultancy Korn Ferry.

1792 Wealth Advisors Snags Two Veteran Advisors as Practice Pushes Retirement Focus

New additions show demand for supported independence model

UBS Nabs $10.5B Advisor Team From J.P. Morgan Private Bank

The recruitment win was just the latest of several for UBS in recent months.

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