Managers of Wealth Americas

Northern Trust Appoints Managing Director in New York

Tom Dempsey brings deep experience in the private equity space specifically within the financial services industry

Morgan Stanley appoints E*Trade leaders to top wealth division jobs

The moves make a unified leadership team, Andy Saperstein, head of the wealth business, wrote in the memo.

Surprise departure at TD triggers management shakeup

Big Six bank's head of private wealth and financial planning stepping down after 14 years

Hubbard joins Baird Wealth Management

Hubbard is participating in the 2021 class of Leadership Bowling Green, a program of the Bowling Green Area Chamber of Commerce.

Webster Bank appoints SVP, Middle Market Banking

Weaver earned his B.S. in Business Administration from the University of Tennessee and his MBA from Emory University Goizueta Business School.

Broadridge boosts board

He is a talented executive whose extensive experience and background in finance and technology will be an asset to the Broadridge Board of Directors.

Tassat appoints sales & business development MD

B2B payments are a $23 trillion market that has yet to benefit from meaningful digital transformation, which presents immense opportunity for banks.

Chubb Appoints Deputy CFO

He has more than 30 years of experience in insurance and public accounting.

Practifi’s Rapid Growth Continues With Sales Team Expansion

Practifi Expands Sales Team to Meet Increased Demand and Drive Strategic Growth

CI Global AM appoints Head of Investment Management

In this role, his responsibilities included strategic asset allocation, quantitative research and alternative indexing activities at the organization, as well as sitting on the executive committee and tactical asset allocation committee for its Strategy a

Advisors Asset Management names new president and CIO

He leaves Insight Investment to oversee nearly $40 billion in assets

Arvest Wealth Management hires trust officer

Tesavis earned a bachelor’s degree in accounting from Roberts Wesleyan College and a master’s in trust and investment management from Campbell University.

Heritage Financial Services Announces New Shareholders

There are many key qualities we look for in our employee owners, including exceptional job performance, adherence to the firm's core values, and contributing to the business beyond their job functions.

JPMorgan appoints Goldman, Wells Fargo execs to lead growth equity arm

The group's head is Brian Carlin, who used to be the head of J.P. Morgan's wealth management solutions.

Edward Jones boosts gatekeeper team with senior Morningstar hire

Edward Jones has boosted its manager research team, hiring a senior analyst from Morningstar.

Fired, then bounced back to be banking giant JPMorgan Chase's CFO

Lots of people bounce back, but Mr Barnum's rise to CFO of the banking giant is an unlikely Wall Street tale.

JPMorgan Hires From Goldman, Wells for New Growth-Equity Effort

The U.S. had about 5,800 public companies in 2020, a drop from more than 8,000 in 1997, he said. That’s driven in part by an ample pool of private capital, which is growing amid demand from institutional investors lured by promising returns.

Wealth Manager Joins First Republic

Before joining First Republic, he was a Vice President at JP Morgan and worked as Private Client Advisor at Goldman Sachs.

Head of Investor Relations Joins AIG

Mr. McMillan joins AIG from Marsh McLennan where he served as Senior Director, Investor Relations.

$3.5 Billion Team Exits Wells Fargo’s Abbot Downing Unit to Join Hirtle Callaghan

By hiring the team, Hirtle Callaghan gains offices in both of those cities, further expanding its national footprint, the firm says in a June 7 news release.

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