Managers of Wealth Americas

Alan Biller and Associates names Oregon CIO as new CEO

Mr. Skjerven’s start date has yet to be determined

Grant Thornton names David Platt to East region leadership role; expands regional role for Nichole Jordan

The twin roles complement an already-existing position held by Grant Thornton Partner Tony Perazzo

Goldman Loses Two Teams Generating $32.5 Mln to UBS, First Republic

Adding to the pain of losing high-producing and influential teams—both Devine and Zakrocki were on Goldman’s Advisory Council and Zakrocki and Clearly were elevated to managing directors in 2017—is their relatively young age.

First Republic adds three-member team of wealth managers

Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals

Exclusive: JPMorgan Shakes Up Investment Bank in Leadership Makeover-Sources

The appointments are part of a sweeping reshuffle in which some senior executives will take on "rainmaker" roles.

Aspen hires new chief risk officer

Cloutier said Ottaviano’s “proven ability to understand business needs and challenges, coupled with her excellent experience developing financial and risk management strategies, make her a valuable addition to our strong leadership team.&r

Vontobel AM makes North America push with senior appointment

"Klepacki brings a disciplined and client-focused mindset that supports our commitment to providing tailored and sustainable solutions to investors," said Thomas Wittwer, chief executive officer of Vontobel Asset Management, US.

First Republic Puts Big California Producer on Leave

A First Republic spokesman confirmed that Feinstein is on leave but declined to comment on the reason or on sources’ allegations that the issue may have involved plans he was making to start his own advisory firm.

Ameriprise Adds Merrill Team With 3 Reps

The Barbaro, DeMartino & Tucker Group joins the firm in New Jersey with about $194 million in assets.

Comerica Names EVP of Wealth Management

Carr earned a Bachelor of Arts in Business Management/Finance from North Carolina State University and attended the United States Navy Supply Corps School.

Merrill Lynch Names New Business Development Exec

Young’s team will also head up the market executive strategy council, which includes eight market executives representing advisors to senior management, Barron’s writes.

Wells Fargo to replace CEO of wealth, investment management unit

New model creates flatter line of business structure and brings greater focus and accountability to the company

Captrust adds $650m NC wealth management practice

The Wilmington-based firm, with five advisors and assets of $654 million, joins CAPTRUST's wealth management practice

Morgan Hill Partners Taps Howard Joyce to Establish Bay Area Office

Joyce is an accomplished senior operations executive with a diverse range of strategic and tactical experience

Shepherd Kaplan Krochuk Expands in Washington DC With Key Hire

The team’s unique capabilities in both wealth management and asset management bring extraordinary investment options to our high net worth and family office clients.

Fiera Capital announces appointment Chief Legal Officer

Fiera Capital has built a world-class legal, corporate and compliance team and I am excited to be able to build on this momentum.”

Crypto Czar becomes third tech exec to leave Goldman Sachs this week

During her time there, Yared helped Goldman begin exploring ways to dip into cryptocurrency operations through investments and internal products.

Maine's largest wealth management firm poised for further growth

The staff includes 14 advisers who work directly with clients.

Groom Names Two New Principals and Welcomes Five New Associates

They also highlight the diversity of thought, background and experience within our team that serves to foster greater creativity and innovation. ”

KKR boosts technology investing team

Tech Industry Veteran Joins Firm’s Technology Growth Equity Team from Cisco

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