Managers of Wealth Americas

Billion-dollar Merrill Lynch team moves to RBC

Known as the Inter Alia Group, four reps and four associates make switch in Portland, Oregon.

Six-person advisor team joins UBS Private Wealth Management

At UBS, they will concentrate on working with clients who have complex balance sheets, estate tax concerns and business succession needs.

Northern Trust Asset Management Names Chief Investment Officer

Angelo Manioudakis Joins with Deep Experience Across Asset Classes

NewEdge Wealth Adds Managing Director, Head of Advisory Solutions

Rick Hollmann joins to support the firm’s investment management strategy for ultra-high-net-worth clients

Financial Advisor in Los Angeles Joins UBS Private Wealth Management

Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending

Deutsche Private Banker with $1.2-Bln Book Joins Mega UBS Team in Los Angeles

Gray, who had been with Deutsche Bank since 2006 and was a managing director, is partnering with an existing UBS team that will oversee a total of $35 billion in assets assuming Gray moves his entire book.

FTI Consulting Expands Technology Segment Presence in Canada

Andrea Williams Joins as Managing Director, Establishes New Services and Technology Solutions

Pension & Wealth Management Advisors Introduces New Partnership to Advise Clients on Mergers and Acquisition

The firm recently added David Serpa as Managing Partner to launch Pension Wealth Mergers & Acquisitions LLC, and manage the much anticipated strategic partnership.

Wells Fargo exec joins Hispanic fintech Welcome Tech

Mr. Ayala's hire comes at a time as Welcome Tech's user base is surging dramatically with its digital bank mobile app, PODERcard

William Blair expands investment banking footprint with new MD in Denver

Drawing on his deep fintech sector expertise and industry relationships, Nelson will play a pivotal role in the firm’s FinTech advisory growth, while expanding its investment banking footprint to include Denver.

Cresset Hires Two New Leaders to Build Upon its Multi-Family-Office Platform

Archan Basu has been named Deputy Chief Investment Officer, and Paul Algreen will serve as Chief Technology Officer

Weil Adds Executive Compensation & Benefits Partner

Aimee joins Weil from Akin Gump Strauss Hauer & Feld LLP, where she was a partner.

JPMorgan hunts online investing growth as new execs hired

Wall Street titan looks to bolster digital investing credentials amid fears it lags rivals

William Blair Expands Investment Banking team

Joins William Blair with a career spanning more than 20 years, most recently serving as managing director at FT Partners.

RGT Wealth Advisors announces senior appointment

Preceding that, she served as Of Counsel at Chamberlain Hrdlicka, Managing Director at National Advisors Trust Company and Manager at PricewaterhouseCoopers.

Employment Partner joins Withers in San Francisco

Ann is a highly sought-after advisor across San Francisco’s business and tech communities, advising executives, companies and families.

Silicon Valley Bank Establishes Physical Presence in Miami

SVB has been working with companies of all life stages in Florida for more than 20 years from its other Southeast locations.

Pender announces new president

Independent investment firm welcomes seasoned veteran with 20 years of global industry experience

Gen II Expands European Team in Luxembourg

Duncan J. Christie has joined the firm as Head of Operations and Client Services

Crédit Agricole CIB Appoints Romina Reversi as Head of Sustainable Banking for the Americas

Romina is an active member of and contributor to the Green and Social Bond Principles and its various working groups, including the New Markets Taskforce and the Sustainability-Linked Bonds Working Group.

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