Managers of Wealth Americas

Beacon Trust Bolsters Team with Four Key Wealth Management Hires

New hires support Beacon Trust’s continued growth and expansion of client advisory services

Advisor-focused hires lead latest wave of wealth management leadership moves

Product, recruiting, and client strategy roles dominate latest senior appointments at firms including Franklin, Edwards, Bernstein, Ellevest.

LPL Financial Welcomes Five Star Wealth Planning

They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

J.P. Morgan Private Capital Expands Team with Senior Hires

Eric Ghernati transitions to Partner role from J.P. Morgan Asset Management U.S. Equity Group

Glenmede hires wealth management veteran for strategic growth

Prior to joining Glenmede, Khost was the head of business development in private wealth at Neuberger Berman Private Wealth, where he served on the operating and investment product committees and was recognized.

AlTi Global CEO Michael Tiedemann Steps Down from $93B Wealth Manager

Nancy Curtin, global chief investment officer at AlTi, has taken over as interim CEO as founder Tiedemann steps into an advisory capacity to "support the transition."

AlTi Global, Inc. Announces CEO Transition, Appoints Nancy Curtin as Interim Chief Executive Officer

She succeeds Michael Tiedemann, who will remain available in an advisory capacity to support the transition.

FASB appoints four new members to investor advisory committee

The committee advises on FASB projects, market trends, and investor-relevant issues.

M&T Bank Names Monahan Regional President for Philly and South Jersey

Monahan will also lead the accomplished, cross-functional team to continue collaborating across the local footprint.

Capital Markets Partner Daniel Nam Joins King & Spalding in New York

He also represents clients on bridge financing commitments, debt tender offers, exchange and consent solicitations as well as general securities and corporate matters.

Everest hires Jason Busti to head North America treaty reinsurance

Busti joins from AXIS Re, where he served as president of North America, and previously spent 22 years at Swiss Re in underwriting and sales leadership roles.

Family Office Platform Names Ron Diamond As Advisory Board Chair

These families invest across private equity, venture capital, real estate, private credit, sports teams, and other alternative asset classes.

Bruce Swain to lead Crawford & Company as President and CEO

He has been instrumental in shaping the company’s financial strategy and global operations.

Gen Re appoints Charles Lawson & Erin Kang to Treaty leadership roles

She brings more than 25 years of insurance industry experience and has spent nearly seven years at Gen Re

Bank of America launches private capital M&A team to target PE exits

The initiative reflects a shift in the private equity landscape, where traditional exit routes such as IPOs and outright sales have remained subdued.

Broadridge Appoints Peter Reali as General Manager of Newly Created Institutional Governance Business

New investments in technology platforms offer unbiased and neutral solutions and increasing efficiency for the proxy ecosystem

Minnesota's B2 Bank revamps leadership amid expansion plans

B2 Bank has turned to Florida's Climate First Bank for its latest leadership appointments, bringing on a new CEO, chief credit and risk officer, and president.

Alexandro Ampudia Joins Bolton Global Capital as Senior Financial Advisor

Before joining Bolton, Ampudia held senior management positions at Boreal Capital Management and Deutsche Bank Private Wealth Management in Miami

EQB welcomes Daniel Rethazy as EVP, Personal Banking, adding top banking talent to reignite core business growth and execute on transformation

Supporting this evolution is a refined executive leadership structure that reflects EQB's growing scale, ambition and significance to the Canadian banking industry

Shore to Summit Wealth Management Expands Bethesda, Maryland Office; Welcomes Managing Directors Catherine Nicholas and Moshe Burstin

Together, the advisors bring more than 50 years of combined industry experience

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