Managers of Wealth Americas

Chubb Announces Chief Financial Officer Philip Bancroft to Retire; Peter Enns to Become CFO Effective July 1

Mr. Enns will report to Evan G. Greenberg, Chairman and Chief Executive Officer, and join the company's Executive Committee.

Blackstone Announces Appointment of General (ret) David L. Goldfein, Former Chief of Staff of the United States Air Force, as Senior Advisor

He will bring his deep experience in strategy, management, and leadership to advise across the firm’s businesses and portfolio companies.

State Street Strengthens Asset Owner Business with Senior Appointments

The senior appointments are the latest in a series of strategic moves and enhancements State Street has made in the past year to strengthen its talent, enhance its technology and deepen relationship with its asset owner clients.

Roth Canada Announces the Addition of Braden Fletcher as President

Prior to joining Roth, Brady was most recently Managing Director and Head of the TSX Venture Exchange at TMX Group

Advisor Group Expands Technology Leadership With Appointment Of Peter Clemson As Senior Vice President, Digital Solutions

Former FinTech CEO and Charles Schwab Technology Executive to Spearhead Development of Digital Platforms That Deliver Competitive Advantages for Financial Professionals Serving Increasingly Tech-Savvy Consumers

Chubb Appoints Chief Reinsurance Officer

Mr. Konz has more than 20 years of insurance industry experience.

Chubb Names Global Head of Company's Cyber Risk Insurance Business

Mr. Kessler has nearly 30 years of experience in insurance and actuarial consulting.

Beth Renner Named Head of Advice Center for Wealth & Investment Management

Renner to manage advice capabilities, reimagine the delivery of advice across WIM

Colony Capital and Digital Colony Appoint Latifa Tefridj-Gaillard as Managing Director and Head of Europe Capital Formation

Prior to this role, among others at Goldman Sachs, she worked on the Structured Equity Solutions team within the Investment Banking Division structuring and originating hybrid financing solutions for corporate clients.

Citi Regional Banking Head Returns to U.S.

In Asia, Luchetti led the consumer banking business and he has made strides in a variety of areas, most notably in digitalization.

$435M Team Ditches Merrill for Sanctuary Wealth

The move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.

Franklin Templeton Launches Investment Institute and Announces Senior Leadership Appointments

Dover and Murphy will begin their new roles on February 1, 2021. Both will report to Johnson.

BNY Mellon Investment Management Announces Dawn Tutje as the New Head of Financial Institutions Group in North America

Dawn earned her BA at University of Texas, Austin. She has held past roles as Chair and Co-Chair of IRI Asset Managers Committee and served on both the IRI Asset Managers and IRI Membership Committees. She holds FINRA Series 7, 63, and 65 licenses.

Baker McKenzie Elects 19 New Partners in North America

Each has made significant contributions to our practices by demonstrating a deep understanding of our clients' needs and delivering exceptional legal service.

Financial Services Forum Announces New Board Leadership

The Financial Services Forum’s Board of Directors is comprised of the chief executive officers of the eight largest and most diversified financial institutions headquartered in the United States.

Round Table Wealth Management Appoints Marianne Rodriguez as Director, Wealth Advisor

Prior to joining RTWM, Marianne worked as a branch manager with a national brokerage firm, servicing the Southeast Florida Market.

Captrust Snaps Up $2.6 Billion Arizona Wealth Manager

Firm Launches New Service Offering: Tax Consulting

M&T Bank Names Voice Of Customer Director

This is part of M&T’s ongoing work to remain a customer-centric community bank.

Larry Miles Joins $6B RIA Freestone as CEO

Miles, a former principal at AdvicePeriod, plans to help the RIA expand services to clients and get employee-owned Freestone national name recognition to lure more advisors to its ranks.

FundCount Hires Director of Professional Services to Support Continued Growth

New role reinforces company's commitment to best-in-class service and implementation excellence

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