Managers of Wealth Americas

Goldman names new head of activism defense team

Mehrotra was tapped after Steven Barg resigned to join Elliott, one of the world's busiest activist hedge funds.

Andersen Tax expands US National Tax Practice

He joins the firm with over 16 years of public accounting experience with subject matter expertise on domestic tax issues, including income recognition, inventory methods, and cost recovery.

Schroders appoints head of Canadian business

She will retain these responsibilities in addition to taking on the new role.

Allen Matkins Continues its Growth Initiative

Ryan is a board member and treasurer of the Noble Vikings Charity

Cincinnati Financial Corporation Expands Board

Before joining the Chamber, Meyer served as member-in-charge for the Cincinnati office of Frost Brown Todd LLC where she focused her legal practice on a wide spectrum of business issues, including counseling and litigating advertising and media law issues

Cloudera and Carl C. Icahn Announce Agreement

Cloudera, which has a classified Board, will appoint Messrs. Graziano and Lynn as Class I directors whose terms expire at the Company's 2021 annual meeting.

Evercore appoints Senior MD in New York

He is a graduate of Harvard Law School and the University of Ottawa.

Four Wealth Managers Join First Republic in New York Area

The team will be based in Paramus, New Jersey.

Alex Jones to head Intermediate Capital's U.S. private wealth solutions

Jones previously worked in JP Morgan Private Bank

The race for JPMorgan Chase leadership has begun

With JPMorgan Chase CEO Jamie Dimon’s resignation looming, Marianne Lake, the recently appointed head of consumer lending, has emerged as a possible successor

Morgan Stanley duo managing $260 million joins Raymond James

Rene Dierkes and Frank McKenna move to employee unit in Morristown, N.J.

Sun Life Global Investments appoints President

As President of SLGI, Jordy will oversee SLGI, driving Client outcomes through investment performance and distribution excellence.

IQ-EQ managing director joins board of Ireland Canada Business Association

A certified accountant with over 20 years’ financial services experience, Joanne trained with Ireland’s largest insurance company before joining the financial services arm of one of the ‘Big 4’ accounting firms.

Wells Fargo Kentucky Team Bolts for Morgan Stanley

Neither Rogers not Tomblinson—who have 35 and 20 years of brokerage experience, respectively—returned calls for comments left at their new office.

Eversheds Sutherland taps Kern as partner for M&A and private capital teams

“Stacey is a great addition to our Chicago oce, which we opened with the idea that we would continue to add talented lawyers who t from a strategic standpoint.”

Integrity Wealth Advisors appoints Senior Financial Advisor

Jeff's current community involvement includes serving on the Board of Directors for Colorado Uplift, a non-profit leadership program focused on inner-city youth.

BNY Mellon Appoints Head of Markets Strategy & Insights

Daniel will be based in New York.

BMT Wealth Management appoints Senior Vice President

He is responsible for identifying new business opportunities and for advising select individuals and institutions

Julius Baer Americas intermediaries head to step down

Zumsteg will remain at the firm until the end of the year to assist with the transition process.

John Lecci joins Markel as Senior Director, US Professional Errors & Omissions

He will be heading up the New York-based US Professional Errors & Omissions team.

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