Managers of Wealth Americas

Chris Marshall succeeds Geno Paluso as Sagent CEO

Chris Marshall first joined the Sagent team as chairman of the board of directors in 2022, before becoming executive chairman in 2023.

AllianceBernstein Promotes Onur Erzan to President

The new president was promoted to his former role in fall 2025

Mesirow Investment Banking Expands Sector Expertise with the Additions of William Lynch and Garry Vaynberg

The addition of Bill and Garry reflects Mesirow's focus on growth and our dedication to bringing in senior talent

AllianceBernstein announces Onur Erzan as President

In addition, Erzan will assume responsibility for AB's Strategy and Corporate Development functions.

Anne Bramman Elected to Morningstar’s Board of Directors

Anne has tremendous experience driving financial excellence and spearheading business transformations.

Erik Spek per 2026 mede-eigenaar van HaVen – Audit, Accounting & Consultancy.

There, he gained extensive experience in accountancy and in supporting companies in the region and Suriname.

New York Life Appoints Joao Magallanes Canals as Wealth Management Executive

He Has Extensive Experience, Including Nearly a Decade in Private Banking and Capital Markets in Latin America

Fulton Bank names next treasurer

Roder has more than 20 years of experience in investment management, balance sheet strategy, and enterprise risk oversight.

Nationwide Names New Broker/Dealer Head

In addition, Huntington Bank’s wealth division hires a chief investment officer, and Raymond James adds a recruiting lead from Allworth.

RFG Chief Growth Officer Abby Salameh Steps Down

Salameh cited personal reasons for her departure, including travel, and is searching for her next opportunity in wealth management.

Rockefeller Snags $3-Billion UBS Team in Florida and California

The group caps a record year of recruiting for Rockefeller, which added 37 teams in 2025.

Northern Trust announces leadership changes

Bellows, who will continue as EMEA president, joined Northern Trust in 2011 and has held a number of leadership positions, including head of global fund services for EMEA and country head for Ireland.

B. Riley Securities Strengthens Investment Banking Leadership with Senior Hire

Mr. Monfort brings more than two decades of experience as a senior investment banker and trusted advisor

Goldman Sachs names software investment banking group co-head – report

Cayne will jointly lead the software banking practice alongside Joe Porter in London and Jason Rowe in New York.

Mariner Independent hires former IAA exec to lead advisor growth

Topaz Morrison has joined Mariner Independent as the platform's director of advisor growth and engagement.

SEI Honors Founder Alfred P. West, Jr. as He Retires from Executive Chairman Role After 57 Years of Innovation

Board Appoints Independent Director Carl A. Guarino as Chairman as Part of Planned Transition

Northern Trust Announces Leadership Changes

All three leaders will report to Chief Executive Officer Michael O’Grady. Gibson and Pickett will join Bellows as members of the Northern Trust Leadership Team.

Aspen’s Justin Camara joins CFC to lead US growth strategy

Expected to start his new role in the first quarter of 2026, Camara brings nearly three decades of industry experience to the insurer.

Head of Raymond James Financial Services Departs

Shannon Reid is pursuing an opportunity outside of Raymond James after nearly two decades with the firm; Midwest division director David Sisemore will serve as interim president while the firm searches for a permanent replacement.

Jefferies Adds Alessandro Parise as Wealth Management International Manager

Jefferies brings on Alessandro Parise as Wealth Management International Manager to oversee its international and cross-border business

People Moves