Managers of Wealth Americas

Osaic Adds Teams From Commonwealth, LPL With $809M in Assets

Osaic adds True Wealth Advisors, an Englewood, Colo.-based group with five advisors and $705 million in client assets, and Soundview Financial Group, a Tacoma, Wash.-based practice with about $104 million in assets.

Cresset Appoints Albert Leshinsky as Head of Corporate Development

“I’m thrilled to welcome Albert to Cresset,” said Jessica Malkin, Chief Growth Officer.

AllocateRite Appoints Matt Pollard as Chief Executive Officer to Accelerate Global Growth and AI Transformation in Wealth Management

Before joining AllocateRite, Pollard held senior executive roles at SS&C Technologies, Slalom Consulting, Forsythe Solutions, and IBM.

Truist introduces team covering middle-market private equity sponsors, family offices

Chris Jackson named head of Institutional Capital Group, complementing large-cap sponsor coverage

RBC Global Asset Management announces leadership transition: Stu Kedwell to be appointed as Global Chief Investment Officer

Dan Chornous to retire following storied 45-year career

Withers grows US Art and Advisory team with senior counsel Frank Lord

Frank joins Withers in New York after more than five years leading his own specialized art law practice.

Broadridge Appoints Richard Street as Head of International Sales

Richard will be based in London and report to Mike Sleightholme, President of Broadridge International.

BNY Taps Brian Riley to Lead Wealth Management: Memo

Riley, who gave notice at Rockefeller last month, will start in January as global head of BNY Wealth, according to a memo from Jose Minaya, global head of BNY Investments & Wealth.

PNC Announces Retirement of Preston Walsh

PNC thanks Preston for his many contributions to the Mezzanine Capital team and to the clients and partners he has served over the years. We wish him well in his retirement.

Sapient Capital Continues Nationwide Growth, Welcoming David Larado as a Partner

Industry Veteran Joins Independent RIA's New York Office, Recruiting Wealth Advisors Who Want to be Part of an Organization Built for Serving UHNW Clients

People Moves: Aprio, Macquarie Bolster Wealth Teams

Additionally, HB Wealth hires a chief market strategist from Bloomberg, Hamilton Lane expands its private markets distribution team, and M Financial appoints an RIA channel head.

Macquarie Asset Management Expands Wealth Team with Strategic New Hires

New partnership with iCapital expands access to Macquarie Asset Management’s infrastructure solutions for a global wealth audience.

Churchill Asset Management Adds Senior Investment Strategist

Nuveen, which has more than $56 billion in committed capital, provides financing for U.S. private equity backed middle-market companies.

Calamos Wealth Management Adds Two Senior Wealth Advisors to Lead Regional Offices and Enhance High-Net-Worth Client Services

Gregory Whitehead and Tony Oommen have joined the firm as Senior Vice Presidents and Managing Directors.

People Moves