Managers of Wealth Americas

Family Office Veteran Becomes Inaugural Member of Impact Partners Advisory Board

Craft is currently the chief of staff at Impact Partners client Fulcrum Equities, LLC

Sandeep Sharma joins Wells Fargo

Sharma was most recently at Morgan Stanley where he led coverage of IT Services, Outsourcing and Digital Transformation companies for more than a decade.

BNY Mellon Wealth Management Appoints Head of Global Family Office

He joins BNY Mellon from the Family Office Exchange (FOX) where he served as Managing Director.

Christopher Pitzak Joins UBS Private Wealth Management in La Jolla, California

His background as a business owner and as a former professional athlete enables him to bring a unique perspective to his client base.

AIG Life & Retirement Announces Leadership Changes

Todd Solash takes on responsibility for Life Insurance business

IQ-EQ appoints Head of Client Development in USA

This newly created position reflects the significance of the region to the group’s growth strategy and directly supports plans to expand its Americas offering and client base throughout 2021 and beyond.

Keith Corbett Joins Bluebird Wealth Management as Vice President

Keith brings over ten years of experience at two of the largest asset management firms in the United States - Fidelity Investments and Fisher Investments.

Snowden Lane opens new office with $500M ex-Merrill Lynch team

Former Merrill Lynch Group Previously Oversaw $500 Million, Pushing Snowden Lane Over $6 Billion in Total Client Assets

Eric Yoss Named Chief Risk Officer for Corporate & Investment Banking

Yoss completes leadership team for Wells Fargo’s enhanced, centralized, and independent Corporate Risk model

John Owen to Retire as Regions Chief Operating Officer Following 38-Year Career in Business and Banking

Owen’s leadership has consistently led to greater innovation in financial services.

Welcoming George Mazin to boost our presence in New York

George regularly counselled clients on all aspects of fund management and governance, including capital raising, investor issues, trading and investment due diligence as well as management of conflicts.

UBS recruits $920M team from Merrill Lynch

All three advisors worked at Prudential and Wachovia before transitioning to Smith Barney in 2006, and finally to Merrill Lynch in 2010, records show.

Allen & Overy adds to US private equity practice

Marchica’s deep experience advising PE and corporate clients on M&A transactions will complement Allen & Overy’s established practice advising leading PE funds and multinational corporations on U.S. and cross-border transactions.

Lincoln Financial Group Expands Diversity and Inclusion Organization, Names Brandy Smith Vice President, Workplace Diversity & Counsel

Lincoln expands Diversity and Inclusion function to support amplified focus on supporting racial equity, ongoing commitment to diversity & inclusion

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