Managers of Wealth Americas

BNY Mellon Wealth Management Named Senior Client Strategist in Chicago

Patrice brings over 30 years of financial experience to this role, including two decades of wealth and 15 years of large corporate lending experience.

BankFinancial Announces National Expansion of its Commercial Finance Division

Based in Dallas, TX, Gordon is a 30-year veteran in financial services and joins BankFinancial from Wells Fargo, where he spent over 13 years as a Senior Relationship Team Manager in the ABL/Accounts Receivables Financing Group.

Richardson Wealth appoints Director of Operations

Jan is a results-driven professional with considerable hands-on experience building and leading teams through organizational transformation, acquisitions and corporate growth.

BNY Mellon Wealth Management Names Global Head of BNY Mellon Investor Solutions

Sinead has over 25 years of financial industry experience – including a decade with BNY Mellon.

KKR grows global private credit team with new senior hires

Mr. Picco was previously Portfolio Manager and Head of Alternative Lending and Capital Solutions at Sound Point Capital where he helped build the firm’s alternative lending business.

Global law firm Hires Reed Smith Partner As US Head Of Fintech

Aschettino joins from Reed Smith, where he led the Payments Technology team and was a member of its FinTech practice.

RINA Strengthens Trust & Estate Tax Planning Expertise

David Boekeloo joins the firm as the Director, Trust & Estate Services

Baker McKenzie Announces 67 Partnership Promotions

Combining this year's promotions and new lateral hires, the Firm added 95 partners.

Declan Kelly resigns as CEO of Teneo after drunken misconduct claims

The Financial Times report contends that the departure of two founders in quick succession “throws into question the future of Teneo.”

Whittier Trust Welcomes New Senior Vice President and Client Advisor to Whittier Trust of San Francisco

"We are very excited that someone having Steve's industry experience has decided to join our team,"

Harbourfront Names Former Vertex COO as Chief Technology Officer

“Hiring Leonard is yet another testament to how serious we are about continually investing in the expansion of the firm’s capacity, security and performance,”

BNY Mellon Wealth Management Names Vice Chair of Wealth Management's Investment Strategy Committee

She is based in New York

Blackstone Hires Managing Director to Support its Growing Tech Portfolio

She will also advise the firm’s investment teams in identifying and evaluating opportunities in the technology sector, with a particular focus on the European market.

J.P. Morgan Private Bank appoints trio of new Bay Area leaders

Barshied will lead the bank's expansion in the region, overseeing existing offices in San Francisco and Palo Alto and a new East Bay office whose location hasn't been disclosed.

Lincoln Financial Group Names Head of Corporate Marketing, Communications and Brand

Proven Company Leader Tapped to Further Unlock the Brand’s Potential

Waldron Private Wealth hires a senior wealth advisor

Nationally ranked wealth manager expands presence in Midwest

LPL Financial, HUB Retirement and Wealth Management Welcome Financial Advisor Brandon Chase

Also, as a Certified Exit Planner, Chase has strategically shifted a significant part of his focus to helping business owners maximize the value of their business in preparation for selling their company.

SS&C Adds Senior Executive to SS&C GlobeOp Private Markets Team

Suresh Krishnamurthy will lead client solutions for private equity, real estate funds

BMO Asset Management appoints Chief Investment Officer

"Sadiq's knowledge and expertise will help us deepen our overall advantage in wealth management and grow our asset management business. We look forward to him taking on this important role."

AdvisorPeak appoints Chief Strategy Officer

Mr. Hollingsworth has a wealth of experience in helping advisory firms adopt the latest advisor technology solutions

People Moves