Managers of Wealth Americas

Morgan Stanley Announces Key Leadership Changes

All of these appointments become effective on June 1, 2021.

Deutsche Bank appoints US general counsel to head anti-financial crime unit

He has been with the bank for more than ten years and currently serves as global head of litigation and regulatory enforcement, as well as general counsel for the Americas.

JPMorgan Chase promotes two women as potential Dimon successors

The consumer and community banking division - which includes home lending, credit cards and auto loans in addition to consumer and business banking - accounted for nearly 40 per cent of JPMorgan's revenues in the most recent quarter, and comprises ke

Financial Services Visionary John Thiel Joins LifeYield’s Fiduciary Board

He brings LifeYield a deep commitment to successful investor outcomes, years of industry experience, and an in-depth understanding of the complex challenges

Northern Trust appoints Global Head of Asset Servicing Product Management and Strategy

Hill joins Northern Trust from Capgemini where he was a senior director for its global insurance and financial services group.

Raymond James Ltd. Welcomes Managing Director and Head of Real Estate Investment Banking

Mr. Lucchese has more than 20 years of industry experience at both independent firms and bank-owned dealers.

M&T Bank Names Next Head of Markets and Investor Relations

Longtime Head of Investor Relations, Don MacLeod, to Retire at End of Year

Rockefeller Capital Management Expands Private Wealth Business into Boston, Welcomes Team of Five to Northeast Division

The team joins from UBS and will report to Managing Director Michael Parker who heads the company’s Northeast Division.

BNY Mellon Wealth Management Named Top Senior Client Strategist in Boston

Chad joins BNY Mellon Wealth Management from Northern Trust where he was a Wealth Strategist in San Francisco

Manulife Investment Management creates new Head of Real Assets position

The appointment reflects Manulife Investment Management's growing private markets business, and the rising interest for real asset investment solutions.

Apollo Hires A Senior Partner

Newly Created Leadership Role Underscores Apollo’s Continued Commitment to Building Leading Capital Solutions Platform

LPL Financial and Gladstone Wealth Partners Welcome Women-Led Platinum Wealth Management of Buckhead

Based in Atlanta’s Buckhead community, managing partners Barbato and Woodward have worked together since 2001, officially merging their business 16 years ago.

GoldenTree Asset Management Names Head of Restructuring & Turnarounds, EMEA

Mr. Granger brings to GoldenTree nearly 25 years of restructuring and turnaround experience.

New Organizational Design for Wells Fargo’s Consumer & Small Business Banking

“Last fall we welcomed Sandra Nudelman and Amanda Wiltshire-Craine and this summer we welcome Hilani Kerr and Shaun McDougall, all from outside of Wells Fargo, to the CSBB leadership team,”

PIMCO Hires Brett Condron as Managing Director in U.S. Global Wealth Management Group

Condron will focus on broad range of growth initiatives including efforts to bring alternative investments to individual investors

KB Financial Companies, LLC announces new Managing Directors

Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.

Citi managing director and head of resources Richard Saywell is on the move.

It is understood part of the reason for his departure is due to a change in strategic direction at Citi.

Evercore Wealth Management Appoints Alex Lyden-Horn Managing Director, Director of Delaware Trust Services at Evercore Trust Company, N.A.

Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.

Growing legal finance firm lures another Big Law alum

Prior to joining Delta, Mr. Sablone served as a Partner at DLA Piper

Kingswood Capital Markets Expands Investment Banking Platform

Victor Halpert Appointed Managing Director and Head of Israel Investment Banking

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