Managers of Wealth Americas

Burns joins CapWealth as a Financial Advisor

is experience in both the financial services industry and private wealth management provides a solid foundation for him to be a trusted advisor to CapWealth clients.

Journey Strategic Wealth Opens San Francisco Office, Brings on $180M Advisory Team Led by Kristin Bartlow

Previously Bartlow Wealth Management, the team joins Journey from Northwestern Mutual; The advisory team includes Kristin Bartlow, Brett Agnew, Kevin D. Rinow, and Adrienne Braccia Conrad; Bartlow is the first to join Journey since the launch of their RIA

KKR enhances focus on renewables investing with appointments to global infrastructure team

KKR is committed to investing in the energy transition, an initiative only made possible by increasing renewable energy sources.

Northern Trust Expands Banking Team in New England

Katherine Berry Templin brings deep expertise serving private equity and asset management clients

Jacqueline Hess becomes Head of Vontobel Swiss Wealth Advisors

She will be joining Vontobel from Deloitte Private Switzerland, where Jacqueline Hess is currently Managing Partner and where she leads multidisciplinary teams of experts advising private and family businesses, entrepreneurs, family offices and high net w

Paul Hastings Builds on Strong Litigation Growth with Addition of Leading Investigations and SEC Defense Partner in San Francisco

Mr. Herzinger focuses his practice on Securities and Exchange Commission (SEC) investigations and enforcement actions, internal investigations, and securities class actions.

Yvette Butler joins Voya Financial board of directors

She will serve on the compensation and benefits committee; the nominating and governance committee; and the risk, investment and finance committee.

AE Wealth Management Adds Industry Veteran

His duties will also include coaching advisors and helping to increase assets under management for both the advisor and the firm.

KKR Grows Financial Services Private Equity Team

He brings over 15 years of experience investing in the financial services, business services and technology industries.

Hamilton Lane Expands Team and Presence Amid Continued Firm Growth & 361 Capital Acquisition

Announces Senior Promotions, Spanning Investment, Client Service, Legal and Operations Teams

Railsbank appoints chief commercial officer

Hammond said: “It’s exciting to be back with the team and I’m really looking forward to bringing the energy that fuelled Currencycloud’s growth to Railsbank.”

Hogan Lovells adds former FAA Chief Counsel

He will advise transportation clients on a broad spectrum of regulatory, litigation and corporate matters and help lead Hogan Lovells’ top-rated aviation practice.

Morgan Stanley Hires $4-Mln UBS Private Wealth Team in Chicago

DiCosola started his career at Banc One Securities in 2000, moved to J.P. Morgan by way of the 2004 acquisition and also joined UBS in 2008, according to BrokerCheck.

BMO Announces Two New Directors and Confirms Election of Board of Directors

Their knowledge and experience will be an excellent complement to the talented group of individuals serving on our Board.

BMO Announces Two New Directors and Confirms Election of Board of Directors

Their knowledge and experience will be an excellent complement to the talented group of individuals serving on our Board.

Goldman Sachs Tap UBS' Private Bank

Goldman wants to double its headcount as well as assets under management with the Middle East wealthy

Arch Insurance Hires Senior Vice President, Accident & Health

Villa has a long history of successful A&H leadership.

AE Wealth Management Adds Industry Veteran

Blankmeyer to lead business development initiatives recruiting top RIAs and IARs

Bailard Inc. Appoints Sonya Mughal as a New CEO

Sonya Thadhani Mughal, CFA, transitions from Chief Operating Officer and Chief Risk Officer to Chief Executive Officer today after 27 years at the firm

Crowe announces leadership team

New and continuing leaders expand their roles at the firm

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