Managers of Wealth Americas

Lugano PB hires Latin America team from Credit Suisse

Based in Lugano, the team will focus on the Latin American market.

Green Dot Appoints Chief Technology Officer

Tomso brings more than 20 years of global technology and operations leadership experience in financial services to Green Dot

Stephanie Cohn Rupp Appointed CEO of Veris Wealth Partners

Cohn Rupp brings to the role of CEO of Veris over 20 years of impact investing experience in the US, Europe and Frontier Markets

U.S. Bancorp hires wealth management executive from JPMorgan Chase

“He has a passion for developing talent as well as building teams and sustainably high-performing businesses.”

Wire Wars: Morgan Stanley Hires $500 Million-Asset Merrill Team in NJ

He began his brokerage career in late 1993 at Merrill

Redhawk Wealth Advisors Recruits $150M Merrill Lynch Team

Redhawk Wealth Advisors, Inc., a national full-service registered investment advisor, is pleased to announce an advisor team from Merrill Lynch, that manages $150 million in assets under management, has joined the firm.

Amazon – bye bye Bezos, long live the cloud

Jeff Bezos has chosen to end his remarkable tenure as CEO on an unquestionable high.

Chilton Trust Hires Thomas Walsh As Senior Vice President

He began his career as a portfolio analyst with Wood Asset Management, a Sarasota-based RIA.

Robertson Stephens Further Expands Southwestern Presence

Wealth manager Christopher Knapp joins to establish Houston office

Spearhead welcomes Alyson Kest as Chief Compliance Officer and Deputy General Counsel

Ms. Kest has 15+ years of legal and compliance experience within the financial services industry.

Advisor Group Launches New Advisor Engagement Team, Spearheaded By Wealth Management Industry Leader Erinn Ford

Team to Partner with Financial Professionals to Develop Programs That Drive Growth and Enhance Service Experience While Fostering Deeper Sense of Community

BNY Mellon Wealth Management Adds Senior Client Strategist in Newport Beach, CA

Kevin joins BNY Mellon Wealth Management from Bessemer Trust

Endurance Advisory Partners Welcomes Managing Director for Commercial Real Estate Advisory

Prior to joining Endurance, Everbach served for half a decade as President, Central Region | USA of Colliers International Group Inc.

Cincinnati Financial Corporation Subsidiaries Announce Appointments and Promotions

Cincinnati Financial Corporation has announced that on January 29, 2021, boards of its subsidiary companies held their regular meetings and appointed directors, officers and counsel

Dixon Hayes Joins Simon Quick Advisors as Managing Director, Client Advisor

Dixon brings with him 16 years of experience in asset management, family office services, and private banking.

Mercer Canada appoints Geoffrey Melbourne, Neil Lloyd to wealth group leadership roles

Melbourne has worked with large, complex organizations in both the private and public sectors, advising on pension plan strategies, including financial and risk management, design, plan governance and administration.

Northern Trust Expands Family Office and Private Investment Group

Philip’s appointment reinforces our commitment to serving the growing needs of family offices in the East region.

Piper Sandler Expands European Healthcare Investment Banking with the Hiring of Vincenzo di Nicola

He will expand the firm’s European healthcare team and the global pharma outsourcing coverage, and will be based in the firm’s London office.

Advisor Joins Ameriprise and Nearly Doubles Assets Within the First Month

After 35 years at wirehouses, former Wells Fargo advisor Mitchell Rock credits Ameriprise’s brand, culture of service and integrity to helping him grow his assets

American Express Elects Thomas Baltimore to Board of Directors

Mr. Baltimore has led Park Hotels & Resorts since 2016, when he joined the company shortly before its spin-off from Hilton Worldwide Inc. In 2017, he was elected Chairman of the Board.

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