Managers of Wealth Americas

HSBC Seeks New CEO for Asset Management Business

He reports to Barry O’Byrne, the CEO of HSBC’s International Wealth Management and Premier Banking division, appointed two years ago.

CircleBlack Taps Robertson Stephens COO Vikram Chugh as New CEO

Vikram Chugh, who built the wealth management platform at fellow Long Arc portfolio company Robertson Stephens, replaces Lincoln Ross, who stays on as a strategic advisor.

Nest Wealth Asset Management Appoints Sean Tascatan as Chief Investment and Growth Officer as It Enters Its Next Phase of Evolution

Nest Wealth Asset Management is entering a new chapter. Tascatan’s appointment as Chief Investment and Growth Officer confirms the firm’s first mover track record as it prepares its next generation of portfolios, products and client experience

Rosen Group Private Wealth Management Welcomes Paul Marche, CIM®, as Portfolio Manager

Experienced wealth management professional brings 15 years of advisory experience and a distinguished background in corporate finance to the growing firm.

Madison Capital Group Names Chris Best Managing Director to Lead RIA and Family Office Distribution

Chris brings extensive experience in alternative investment distribution

Evercore Appoints Nigel Dawn and Naveen Nataraj as Co-Presidents

Co-President roles will add senior leadership depth as Evercore advances its strategic priorities

Peapack Private Appoints Edward A. McGorry as Senior Managing Director, Client Advisor

Throughout his career, he has established trusted client relationships and provided strategic guidance tailored to clients’ evolving financial goals.

Mayer Brown expands Life Sciences capabilities with FDA partners Scott Liebman and Dominick DiSabatino

Scott Liebman appointed co-leader of Life Sciences and leader of FDA Regulatory and Enforcement practice

Nest Wealth Asset Management Appoints Sean Tascatan as Chief Investment and Growth Officer

Tascatan joins Nest Wealth with more than 15 years of experience in the investment management industry

JTC bolsters LatAm business development team with four hires

Firm seeking to become the partner of choice for wealth advisers across the region

SEI Appoints Kristie Edling-Day as Chief Information Officer

Transformation Leader to Advance SEI’s Enterprise Technology Strategy, Platform Modernization, and Long-Term Growth Priorities

Raymond James appoints Head of Marketing as it unifies under a single brand

His appointment reflects the increasing importance of marketing in communicating Raymond James’ integrated wealth management proposition

Indivisible Partners Adds $1.1B Baltimore Team From RBC Wealth Management

The firm was founded by Beth Rosenwald, who was with RBC for the last 18 years.

&Partners taps two UBS leaders to run its private wealth business

Mara Glassel and Julie Fox will co-lead the fast-growing hybrid RIA’s ultra-high-net-worth and private wealth businesses.

State Street Elects Alexander Vollert to Its Board of Directors

He previously served as Chief Executive Officer of AXA Germany and held senior leadership roles at Allianz,

Rosen Group Private Wealth Management Ltd. Welcomes Jeff Johnathan and Tom Kawaski to Its Growing Team

Their appointments further strengthen the firm's commitment to delivering comprehensive wealth management and financial planning solutions to professionals, business owners, and families.

JPMorgan brought in a new MD in New York, from Deutsche Bank in London

Matthew Friend will join JPMorgan in New York later this month as a MD in the firm’s technology leveraged finance team.

Ocorian appoints Ryan McGrath as Global Head of Innovation

Ryan will be working across Ocorian to identify high-value opportunities driven by client demand, rapidly iterating new solutions, and translating successful concepts into scalable capabilities.

Sightline Wealth Management Announces New Leadership Appointments

CIRO-Approved Executives Join Firm to Drive Growth and Strategic Direction

Jorge Bastarrachea Joins Raymond James to Strengthen Its International Financial Advisory Business in Miami

The executive leaves Citi after several years to join the Brickell office, in a market that has become one of the main hubs for managing Latin American wealth.

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