Managers of Wealth Americas

REIT lawyer David Freed joins Mayer Brown

He has years of experience working with issuers in various industries, with a particular focus on REITs, including equity, mortgage and net REITs.

Lesley Marks Joins Mackenzie Investments as Chief Investment Officer (Equities)

Industry veteran will partner with Fixed Income and Multi-Asset Strategies CIO Steve Locke to lead firm's award-winning investment boutiques

Ivy Pierson Rebrands Financial Services Firm to Pierson Wealth Management

Santa Clarita Firm to Expand its Holistic Financial Services While Continuing to Provide Clients with a High Standard of Care

Brookfield Asset Management Announces Appointment of Hutham Olayan to Board of Directors

Ms. Olayan’s appointment furthers our strong commitment to diversity throughout Brookfield and brings the number of our female directors to six, which constitutes

Fiduciary Trust International Appoints Washington, DC-Based Regional Managing Director

Mr. Powell is a past president of the Washington, DC Estate Planning Council. He graduated from The College of William & Mary with a BA in Economics.

BNY Mellon Wealth Management Announces Senior Client Strategist in Dallas, TX

Charmaine earned a Bachelor of Science degree in Finance and Accounting from New York University's Stern School of Business.

Appointment of Stephane About as CEO of Societe Generale Americas

Stephane and the Americas teams are well positioned to further develop our client relationships and the diversified range of products and services we offer.

New Faces on Board at Marquez Private Wealth of Raymond James

In her role prior to joining Marquez Private Wealth of Raymond James, Veronica served as a wealth management associate at UBS Financial Services in Los Angeles.

Krissy Mashinsky Joins Focus Financial Partners Board of Directors

Ms. Mashinsky is currently the Founder and Chief Executive Officer of usastrong.IO Marketplace, a new technology venture that curates, sells and verifies merchandise made in the United States.

Merrill Loses $2.8-Mln Producer to UBS, $2-Mln Team to Independence

The advisor, who ranked as a managing director at Merrill and who began his brokerage career 20 years ago at Metlife Securities, did not return a request for comment.

AXA XL makes sweeping global management changes

Bull, Martin, Dwyer, Vahdat and Speeg all report to Bob Peretti, chief distribution officer.

AMTD International Names New CEO

Before joining AMTD in 2016, he was an executive director at UBS in Hong Kong for more than six years, and also held roles at Nomura and Lehman Brothers.

Lido Advisors Continues 2020 Growth with Hedieh Bolour Joining as SVP, Wealth Advisor

Bolour joins the firm from Bank of America Private Bank where she was a Vice President and Private Client Advisor.

Chubb Names Alexandra Waldman Climate Sustainability Manager

Chubb recognizes the reality of climate change and the substantial impact of human activity on our planet.

Michelle Moore named digital platform leader at Wells Fargo

Michelle is a dynamic leader with strong experience developing digital-first customer experiences

CMG ECM Platform Strengthens Board with Appointment of Former Bank of America Executive and Former Fintech CEO

Her background also includes two decades of private equity investing in transformational technologies both at Bank of America and GE.

Latham hires Travers Smith's co-head of corporate in latest top-level London hire

US giant hails Paul Dolman's 'highly complementary connections and deal experience'

BNP Paribas Asset Management appoints Luiz Sorge as Head of Latin America

In this new position, Luiz will look to further grow BNPP AM’s presence and capabilities across the region, whilst continuing to provide the long-term sustainable investment solutions for our clients.

Michelle Moore Named Wells Fargo Digital Platform Leader

Moore to manage company’s digital capabilities, reimagine digital banking future for customers

IQ-EQ appoints Head of Client Development in USA

In her new role, experienced financial services professional Wendy will operate primarily under the banner of IQ-EQ subsidiary brand, Blue River, which became part of the group following its acquisition earlier this year.

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