Managers of Wealth Americas

Ex-Avantax gatekeeper resurfaces at $1.2bn RIA

In his new role Landry serves as director of advanced planning for Credent, a newly created position.

Trusts and estates practice splits with Bryan Cave to join private wealth boutique

"Because of people’s change of domicile these days, it’s incredibly important to be national in your estate-planning practice,"

Morgan Stanley’s Head of Prime Brokerage Quits Citing Health Issues

Penny Novick and Kim Shaw were appointed as the new Global Co-Heads of Morgan Stanley's prime brokerage.

Morgan Stanley Prime Brokerage Chief Ed Keller to Step Down

Exit comes after firm lost $911 million over Archegos

Apollo Names Stephanie Drescher Chief Client and Product Development Officer and Establishes Dedicated Global Wealth Management Solutions

Heather Berger and Chris Buchanan promoted to Co-Leads of Institutional Client and Product Solutions

Former Aviva CFO Stoddard joins BofA as investment banking vice chair

Before moving to the insurance industry, Stoddard worked on deals and financing transactions at firms including Blackstone Group Inc and Credit Suisse Group AG.

Wealth Managers Scott Grenert and Kevin MacIntyre Join First Republic in Boston

Scott Grenert and Kevin MacIntyre are highly regarded wealth managers in the Boston area and have been successful providing comprehensive solutions to clients with complex needs.

Ulrike Guigui Named Wells Fargo Head of Payments Strategy

She will work across the company and with industry partners to ensure Wells Fargo is strategically aligned and positioned for growth opportunities in the payments industry.

Sanctuary Global Recruits Former Tennis Pro From Morgan Stanley

Sanctuary Wealth has attracted Rodolfo 'Rudy' Rake, a former tennis pro turned financial advisor.

GHD appoints James Viray as global sustainability leader

GHD tags its strategic vision as revolving around “water, energy, and urbanization made sustainable for generations to come.”

Booz Allen names Jon Muñoz as chief diversity officer

Before Hilton, Muñoz was a senior manager in the national office of inclusion & diversity at T-Mobile, where he spent five years.

Truist adds industry specialties to growing Commercial Banking team

"The companies in the waste and environmental services industry value a banking partner that understands the regulatory and capital complexities surrounding this space,"

California Teachers pension fund puts a woman in charge

Cassandra Lichnock will be the California State Teachers’ Retirement System’s first female chief executive

Sam Colton Joins First National Bank as Director of Treasury Management

Joining FNB with more than two decades of industry experience, Colton previously held leadership positions in Treasury Management with Citibank, PNC and National City.

Advisor Team Joins Ameriprise for Best-in-Class Technology Capabilities

Anthony DeAngelo says Ameriprise’s client- and advisor-facing technology ecosystem will have an immediate impact, allowing capacity for growth with a continued emphasis on the client experience

Just Wealth appoints 13 advisers

Since the beginning of the year, there have been more than 100 applications, with 47 of those making it through to interview.

Morgan Stanley sets up potential successors to CEO James Gorman by naming new co-presidents

Morgan Stanley named Ted Pick, who runs the firm’s Wall Street trading and advisory division, and wealth management head Andy Saperstein as co-presidents starting next month.

Wilmington Trust Announces Promotion of Robert S. Bridges, Jr. to Managing Director and Senior Investment Advisor Serving the Florida Region

Robert will continually monitor and, when appropriate, rebalance his clients' portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.

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.

People Moves