Managers of Wealth Americas

Associated Bank hires Lisa Buetow as senior vice president, Private Banking, major metro markets director to accelerate growth

Prior to that, Buetow held senior leadership roles at Abbot Downing

NFL Veteran Steven Israel joins U.S. Bank Wealth Management to Drive Efforts to Help Professional Athletes with their Financial Needs

The collaboration builds on a strong, trusted relationship between the two organizations spanning more than 20 years and represents a shared commitment to innovation and financial stability.

UBS Hires Financial Advisor Brad Gillin in New York City

He will report to Senior Market Director Tom Conigatti.

Titanbay Expands Swiss Advisory Board with Appointment of Adrian Nösberger

Former CEO of Schroder & Co Bank AG and President of the Association of Foreign Banks in Switzerland joins as private markets infrastructure demand accelerates

Baird recruits $1 billion investment advisory team in Indianapolis

The team is led by directors Don Hutchinson, Dean Weseli, and Jeff Borgert, veteran advisors each with more than two decades of industry experience.

Marsh appoints Niall O’Sullivan as Mercer’s Global Chief Investment Officer

Mr. O’Sullivan and Mr. Kaveh will report to Michael Dempsey, Mercer’s President for Investments and Retirement, and remain based in Dublin.

Insigneo Formalizes Partnership with Alius Capital Partners to Build Dedicated Real Estate Vertical

Building on a year of collaboration, the partnership establishes a proactive, curated approach to private real estate access across Insigneo’s international network of investment professionals

Hamilton Lane Announces Senior Promotions and Appointments Across Firm

Over 25 promotions and appointments to Managing Director and Principal reflect the firm’s continued growth and expansion of its product offerings and client and investment teams

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley

Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position.

New Apple CEO John Ternus faces 7 big challenges as Tim Cook steps down

As many on the Street expected, he will be succeeded by John Ternus, currently Apple's senior vice president of hardware engineering.

Baringa hires Michael Cheek as partner in banking and capital markets

He has deep expertise working with executive teams on trading and post-trade change, regulatory programs, operating model redesign, and technology-enabled initiatives.

Price Forbes Re appoints Erik Matson as senior adviser

Mr Matson is the founder of Bridgehaven Europe and Transverse Insurance Group, where he is credited with coining the term “hybrid-front”.

Alts Platform Gridline Hires First COO From CAIS

Fresh off a Series A funding round, Gridline is doubling down on scaling operations and infrastructure with the appointment of Chris Crawford.

Raymond James Appoints New COO for Private Client Group

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

In her new role, Moisio will help drive First Horizon’s private banking strategy in the New Orleans market, focusing on deepening client relationships and expanding tailored financial solutions for individuals and families with complex financial nee

Falcon Wealth Planning Appoints David Lynch as Managing Director

35-year industry veteran joins Falcon from Fidelity to scale disruptive ‘planning-first’ model and drive expansion through strategic partnerships.

Osaic Expands Technology Leadership with Appointment of Stacie Nabedrick

New role supports continued platform innovation and scalable growth across advisor network

J.P. Morgan Welcomes a New Banker and Managing Director

Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile

Hightower Appoints Roberto Stewart as President and Chief Business Officer

His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service.

Highvern and Permian appoints new head of funds Americas

“There is a clear opportunity to build on the strong platform in Cayman and further enhance the group’s offering for clients in the Americas,” she said.

People Moves