Managers of Wealth Americas

Alta Vera Global Capital Advisors Appoints Michael Vaknin as CIO

The hire marks a key step for Alta Vera, an independent wealth management firm founded in 2025 by two former executives from J.P. Morgan and Merrill Lynch

Rothschild & Co strengthens Wealth Management

Rothschild & Co is further expanding its client services in Latin America, relying on experienced executives from its international private banking division.

BNY reshuffles executive team to streamline wealth and markets divisions

Adam Vos will become global head of Wealth Solutions; Jim Crowley as executive vice chair; Laide Majiyagbe will head Markets.

JP Morgan Payments names Zachary Anderson chief data and analytics officer

Before NatWest he spent 12 years at gaming firm Electronic Arts and also had stints at JD Power and car manufacturer Nissan.

Traydstream bags former Citi trade head Ahearn

Prior to that, he also held senior executive roles at ABN Amro in Chicago, where he ran the US trade franchise and led financial institutions coverage within the global trade department.

Goldman Sachs Announces Leadership Updates

“The opportunity to continue to grow our franchise across AWM is a core strategic objective for the firm, and this group of leaders will help us advance our goals as we continue to build a global, scaled AWM platform.”

Wells Fargo hires former AWS exec Faraz Shafiq to lead AI innovation

As head of AI products and solutions, Wells Fargo says Shafiq "will oversee the vision, roadmap, and development for enterprise-wide, AI-powered products".

Zachery Anderson joins JP Morgan Payments as chief data and analytics officer

Anderson moves from NatWest, where he has served as chief data and analytics officer, and head of open banking, personalisation, and AI since 2020.

Hightower COO Leaves Amid Continued C-Suite Changes

Hightower COO Michael DiBiasio has left the role after less than two years since joining from Morgan Stanley, according to regulatory filings.

Farther Recruits $160M Michigan Team From Dynamic

Crooked Tree Capital Advisors, a team of advisors in Petoskey, Mich., brings $160 million in client assets to Farther.

JPMorgan hired a senior systematic equities MD from hedge fund Millennium

Bloomberg reported in 2022 that the program trading team at Goldman Sachs generated $1.4bn in a two-year period with a headcount of just 20.

JPMorgan hired a senior systematic equities MD from hedge fund Millennium

Bloomberg reported in 2022 that the program trading team at Goldman Sachs generated $1.4bn in a two-year period with a headcount of just 20.

LPL and Private Advisor Group Welcome Wilson Peak Wealth Management

The team provides comprehensive financial planning services, specializing in tax and estate planning strategies, and they serve professionals, next generation accumulators, retirees, entrepreneurs and families.

Axa XL hires former AIG executive Liz Rychling to grow Americas platform

Rychling has been appointed head of broker relations for large commercial and mid-market in Axa XL’s Americas business.

Sapient Capital Recruits Veteran Private Banker, Welcoming Sarah White as a Partner and Advisor

White's addition reflects Sapient's ongoing momentum attracting senior private wealth professionals who value independence

ThetRay appoints Brad Levy as CEO

Levy brings decades of experience building and leading mission-critical financial infrastructure at scale.

New partner joins Mattos Filho’s Banking and Finance practice

Experienced in handling complex financial system matters, Fábio Perez joins the firm amid regulatory updates in the sector

CFP Board Names Chief Operating Officer as New CEO

K. Dane Snowden will assume leadership from Kevin Keller, who is retiring after nearly two decades at the helm of the organization.

Ex-Bridgewater Executive Is Hired by Florida-Based CV Advisors

Hailey Gordon spent more than six years at Bridgewater. She will work closely with CV Advisors CEO Elliot Dornbusch.

BNY Wealth names Brian Riley as Global Head of Wealth Business

In his new position, Riley is responsible for setting the strategic direction of BNY Wealth, driving business expansion and enhancing the client experience across the platform.

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