Managers of Wealth Americas

LPL Financial Welcomes Gallagher Wealth Management

He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment.

Broadridge appoints Munish Gautam from JPMorgan as global head of trading platforms

He will lead the continued integration of Broadridge’s market-leading product suite and spearhead the development of advanced multi-asset trading capabilities.

Axxcess Wealth Appoints Deron McCoy as Chief Wealth Officer to Lead Launch of Enhanced Wealth Management

McCoy brings over two decades of institutional asset management experience

IEQ Capital Welcomes Lauren Garner as Managing Director

With more than two decades of experience, Lauren brings a deep and multi-faceted perspective to wealth management

Morgan Stanley hires Shahsingh from UBS to head North American industrial services IB

Companies are looking past tariffs for strategic movements and growth

Ron Meraz to Join Citi as Wealth Regional Director

He brings a reputation for outstanding client and industry connections with broad experience across the Southwestern United States.

M&T Bank Names Woodrow Regional President for Western New York

Currently serving as chief administrative officer, Tracy S. Woodrow brings a strong emphasis on people, culture and community to her expanded role.

NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion

Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market

Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs

Joining the newly created advisory board are Stuart DePina and Jason Ehrlich.

Hightower Names Scott Hadley as New Chief Advisory Officer

The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer

Canaccord Wealth ESG head Patrick Thomas exits

Thomas departs the firm he started his career with 15 years ago.

Motley Fool Wealth Management Appoints Director of Financial Planning

Rosh’s appointment comes as Fool Wealth continues to expand its leadership

TD Bank Promotes Johnson To Retail Market President Of Mid-South Metro

Johnson joined TD in 2003

Archway Appoints New President of Fund Administration to Support Growth and Client Innovation

Archway has seen significant demand for its fund administration services

Ocorian continues to build US momentum with new appointment

She brings more than 20 years’ experience in senior business development roles

SC Ventures Appoints Lisa Pollina as Vice Chairman, Americas

Pollina to support SC Ventures and CIB in expanding strategic partnerships and client relationships across the region.

JPMorgan appoints new leaders at its North America corporate banking unit, memo says

Lister previously led the natural resources group, while Spry served as one of the co-heads of the diversified industries group within the bank’s global corporate banking business.

Achintya Mangla finally hired his colleague from JPMorgan for a big job at Citi

Aloke Gupte is leaving JPMorgan and joining Citi.

Osaic Moves Advice, Wealth EVP Greg Cornick to Oversee Wealth Solutions

Greg Cornick, previously head of advisor recruiting and retention, will now help head the firm’s investment solutions amid recent senior-level departures and shifts to Osaic’s leadership structure.

Blackstone poaches JPM private bank's multi-asset head

Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.

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