Managers of Wealth Americas

Walker & Dunlop Investment Partners Adds Managing Director to Investments Team

Mr. Duley will be based out the firm's Philadelphia office, where he will lead investment transaction execution for WDIP's equity and debt investment vehicles.

MUFG further strengthens its U.S. Macro Trading platform with a fixed income industry veteran hire

George Goncalves joins the bank as Head of U.S. Macro Strategy

The Coury Firm Multi-Family Office Expands its Leadership Team to Fuel Growth

The Coury Firm names Sam Delestienne Managing Director of Business Advisory and Thomas Deutsch Managing Director of Private Wealth, paving the way for growth and scale of its multi-family office

J. Christopher Giancarlo, Former CFTC Chairman, Joins BlockFi Board of Directors

Widely recognized as a regulatory trailblazer in the digital asset space, Giancarlo will be a source of trusted counsel for the company as it continues to grow and innovate

UBS Nabs $1.8B Wells Fargo Private Bank Team

Based in UBS’ Miami office, the team will report to Karl Ruppert, South Florida complex director at UBS Private Wealth Management.

Citigroup CEO Jane Fraser says of moves to shrink retail banking footprint: ‘We want to be a winner’

One of the biggest priorities for Fraser, who took over for predecessor Michael Corbat in February, is to bring New York-based Citigroup’s returns closer to those of peers including JPMorgan Chase and Bank of America.

Kestra Financial Names New VP of Product & Platform Management

Business technology strategy veteran will execute the firm’s vision of creating an exceptional, next-generation technology experience

Merrill Recruits Citi Private Banker in SF, Loses Teams to Janney, Sanctuary

The firm’s private wealth group includes around 200 teams focusing on ultra-wealthy clients.

Withers expands international venture capital and life sciences team with launch in Boston

The new team represents clients on the FDA regulatory and approval process,

$1.8 Billion Team Joins UBS Private Wealth Management in South Florida

Based in UBS’s Miami office, the team will report to Karl Ruppert, South Florida Complex Director at UBS Private Wealth Management.

Advisor Group Welcomes Two Pennsylvania-Based Wealth Management Practices With Total Assets Of $323 Million To Its Platform

GL Capital and East Coast Advisory Join Advisor Group through Subsidiary Triad Advisors

Wealth Management Team Led by Ed Wentzheimer Joins First Republic in New York

They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

Milford Resident Named Marketing Director Of Connecticut Wealth Management

“His deep knowledge within our industry, along with his strategic and digital marketing expertise will greatly enhance and amplify both our existing and future client relationships.”

iCapital Network® Expands Data Security Leadership with Veteran Chief Information Security Officer

Senior security executive will expand upon Capital’s comprehensive information security and IT risk management program to support iCapital’s continued growth

Richardson Wealth appoints Vice Chair

Manjuris has almost three decades of senior leadership experience in financial services, including serving as Global Head, Full Service Investing BMO, then Vice-Chairman, BMO Nesbitt Burns for over a decade.

Gil Baumgarten, President of Segment Wealth Management, accepted into Forbes Finance Council

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms

GenTrust adds to New York wealth adviser team

Jim Besaw, co-founder and Chief Investment Officer, is also looking forward to working with Mimi again, having previously worked together at Barclays.

Manulife Investment Management appoints head of high-net-worth strategy for private markets

Commits to product innovation and offering to broader distribution and investor base

Asset Strategy Consultants Deepens Investment Office and Private Wealth Services

Juan M. Buendia joins as Senior Client Advisor to Institutions and Families

Mirova appoints proxy voting and engagement lead

Lindsey Apple will collaborate with portfolio managers and management on voting and engagement decisions in US and Europe

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