Managers of Wealth Americas

Houlihan Lokey Hires Industry Veteran to Lead Its Transaction Advisory Services Practice

Mr. Murphy joins following more than two decades at KPMG

Rockefeller Capital Management Hires Managing Director of Pacific Northwest Division

Riley’s appointment continues Rockefeller’s trend of attracting key leadership talent and top advisors.

4 Citadel portfolio managers depart

Citadel had been among firms that were struggling in the first half of March as the coronavirus pandemic virtually halted the global economy

Doug Mandell joins Withers in San Francisco to form dedicated international practice for founders and senior executives

Doug is a trusted and well known counsellor in Silicon Valley.

SS&C Appoints Christopher Madpak as Head of SS&C GlobeOp Tax Services Group

SS&C GlobeOp’s Tax Services Group offers enhanced tax delivery to financial services firms

Glenmede Bolsters Investment Research Capabilities with New Hire

Ms. Eldridge joins Glenmede from JP Morgan Private Bank

UBS's long-time Americas chief investment officer to step down

“This is a constantly evolving investment landscape and it’s important to have a change periodically,” said Ryan

Gibson Dunn Snags Litigation Heavyweight For Dallas Office

“Joining Gibson Dunn was an opportunity I could not pass up,” said Cox.

EFG appoints head of LatAm private banking

Cruz joined EFG’s Miami offices in March 2017 following close to four years as head of investments for Citi.

Kathleen Kay Joins Principal as Chief Information Officer

As chief information officer, Kay will have responsibility for the global technology and digital strategies for Principal and report to Houston.

Cresset Taps Former KPMG Executive As Vice Chairman

"I look forward to contributing to the firm’s client-centric strategy and I’m excited about what the future will hold."

BNY investment specialist joins Miami bank's wealth management team

Pendas previously worked as a senior portfolio manager for BNY Mellon’s wealth management division in Florida for more than five years.

Fiduciary Trust International boosts board

Dr. Cooper also led the firm’s investment committee. Dr. Cooper and her Athena Capital team developed an endowment investing approach to building diversified portfolios for a variety of clients, including high-net-worth clients and their families.

Envestnet Announces Leadership Appointments

Mr. Crager, a co-founder of the company and President since 2002, has served as Interim Chief Executive Officer since the tragic accidental death of Envestnet Founder and CEO Jud Bergman

Refinitiv appoints head of digital solutions for wealth management

Charles Smith to lead ongoing digital transformation servicing wealth management firms and their advisors.

Advisor Group Nabs LPL Exec to Lead Wealth Unit

Advisor Group's CEO talked to ThinkAdvisor about the hire of Gregory Cornick and the firm’s recent downgrade by Moody’s.

Global Business Service Provider Expands Support to Private Equity

These ongoing efforts show our commitment to providing a single-source solution in the private equity space, including the ability to support a growing need to outsource

Northern Trust Appoints Stephen Miyabe to Lead Pasadena Market

Miyabe joined Northern Trust in 2019 as the West Region Practice Lead for Estate Settlement Services.

Merrill Hires $525 Mln-Asset UBS Team in Texas

The move is notable because Merrill has had a close-to-ironclad freeze on hiring experienced brokers for two years.

JPMAM names fixed-income insurance and pensions leader

He is based in London and reports to Iain Stealey, international CIO of fixed income.

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