Managers of Wealth Americas

Street Wallet appoints CTO

John is also the founder and managing partner of Polymer Growth Partners, a consultancy specialising in wealth management technology.

Bo Brustkern appointed CEO of NGO payments platform Esther

Bo Brustkern will look to further develop Esther's relationships with government partners, funders, and regulatory agencies.

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors

The firm decided to move from LPL to Cetera

Apollo Names Bert Crouch Head of Real Estate Equity

Crouch brings more than 20 years of real estate investment and portfolio management experience across equity and credit, with a focus on thematic, high conviction strategies across the capital structure.

Bluespring Wealth Partners Expands Leadership and Business Development Team with Strategic Executive Appointments

Additional talent investments underscore firm’s commitment to growth, innovation, and advisor support

Sowell taps Rayliant for exclusive partnership, names Jason Hsu as chief investment strategist

It deepens the RIAs OCIO capabilities with research-driven approach and global expertise

Raymond James Grows its Capital Structure Advisory Investment Banking Team

His background and commitment to doing what’s best for clients is well-suited for our team, our culture and our clients.

Wealth Advisors Trust Company Appoints Jonathan Connolly as President & COO to Lead National Expansion

Former UBS executive and Wealthspire Trust CEO will guide the firm’s growth and operations, reinforcing its position as America’s premier advisor-friendly corporate trustee.

Wellington Management President, Managing Partner and Head of the Client Platform Announces Retirement; Samantha Schoen Named Next Head of the Client Platform

Leadership Transition Reaffirms Wellington’s Commitment to Client Excellence

Raymond James grows its capital structure advisory investment banking team

New banker Alex Rohan joins as group co-head

Ex-Goldman Sachs ED leaves friendly hedge fund amidst macro hiring spree

During his time at Goldman, Heath worked in the emerging markets equities team.

Nicola Wealth strengthens executive bench with Archambault and Coman-Walker

New leaders deepen firm’s strategy as independents reshape Canada’s wealth landscape

Nicola Wealth Evolves Leadership Team for Next Phase of Growth with Key Executive Appointments

Firm welcomes Yannick Archambault as President, Private Wealth, and Abi Coman-Walker as COO building upon its foundation of leadership excellence and purposeful growth.

Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors

Barron’s says it compiled the ranking based on “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.”

RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors

Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients

JP Morgan Private Bank Adds Justo Schiopetto as Banker in Miami

J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices

Investment Industry Leader Joins Rothschild Wealth Partners to Advance Strategic Expansion and Strengthen Market Presence

The appointment of Mr. Kelly comes as Rothschild Wealth Partners continues to build on its nearly 120-year legacy

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