Managers of Wealth Americas

HarbourVest Partners Appoints Managing Director

HoganBruen returns to HarbourVest after nearly three years at The Carlyle Group

RBC Recruits Merrill Lynch Team With $240M In Assets

Aaron Keith said that when the team was considering moving they did not want to choose between small-firm values and large-firm strength and stability.

BlackRock hires law firm to investigate systemic racism claims

The probe has been launched in response to an open letter published by two former employees last week.

Million-Dollar Merrill Up-and-Comer Shifts to Alex. Brown

The entire team oversaw $368 million in client assets in 2019, according to Forbes, which ranked Taylor #21 on its top “Next Gen Best-in-State” list that year.

Jin Hu Joins UBS as a Financial Advisor in New York City

Jin joins UBS with over 20 years’ of experience in the wealth management industry, most recently serving as a Senior Financial Advisor at Merrill Lynch Wealth Management.

RMB Capital Names Michele Francisco as Chief Client Officer, Seth Davis as Managing Director of Wealth Management

In her new role, she oversees client services for all of wealth management, family office services, and retirement plan solutions.

Marc Rowan Assumes Role of CEO of Apollo

Jay Clayton Named Non-Executive Chair of Board; Richard Emerson and Dr. Kerry Healey Appointed Independent Directors

State Street Strengthens Leadership Team with Appointment of Ann Fogarty

Fogarty will report to Liz Nolan, executive vice president and head of Global Delivery. She will also join State Street’s Management Committee.

Rockefeller Lands Merrill Team with $7.2-Mln Production in Cincinnati

“Teams like The Hambleton Fieler Group embody the Rockefeller mission and bring decades of combined experience to address the complex needs of wealthy individuals and families with a customized, holistic approach,” Parker said in a prepared st

Norton Rose Fulbright adds four LA litigators, including partners Turken and Calkins

Bringing in this outstanding team of litigators further strengthens our client offering in Los Angeles.

Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio

The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati.

Pitcairn Announces Key Promotion

Andrew Busser Named President, Family Office

Ex-Merrill Lynch Ohio Team With $750M AUM Joins UBS

The team will report to Jon Ramey, UBS Wealth Management USA head of the Ohio independent market, and Michael Gatewood, Chicago market head, UBS Private Wealth Management.

Wells Fargo Named Head of Digital for Commercial Banking and Corporate & Investment Banking

She to lead company’s digital capabilities, reimagine digital banking future for commercial and corporate clients

Hogan Lovells boosts sports practice with key corporate hire

His experience spans from government affairs, risk management, strategic communications, crisis management, stadium and facility development and sponsorships.

Lombard Odier Investment Managers bolsters 1798 Alternatives with appointment of Raj Davé

Raj brings over 20 years of experience investing in high yield, distressed and event-driven markets.

Wealth Management Team Joins First Republic

The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

OBITX Announces Eric Jaffe as Chief Executive Officer

Mr. Jaffe will focus on OBITX’s worldwide expansion of services and operations, along with the development and implementation of OBITX Venture’s merger and acquisition concept.

Blackstone Hires Chief Investment Officer of Blackstone Alternative Asset Management’s (BAAM) new Horizon Platform

Will also play a key role supporting BAAM’s existing investment teams and pursuing strategic initiatives

LPL Financial Welcomes The Monteverde Group

They join LPL from Royal Alliance, part of the Advisor Group network of broker-dealers.

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