Managers of Wealth Americas

Merrill Lynch Lures Veteran UBS Manager

He began his wealth management career at UBS as an investment associate two decades ago, according to AdvisorHub.

Daley nephew promoted at Lazard

Thompson is taking on responsibilities that reach beyond Chicago

Aviva Investors makes triple hire for US equity team

Robert Plaza joins from Key Private Bank, Nick Nikitas from Robert W. Baird and Adam Schmitz from Harris Associates.

City National Bank Appoints Marcelo Brutti Chief Risk Officer

Marcelo will be responsible for assessing the company’s risks and the controls we have in place to mitigate them, which is central to our effectiveness and performance.”

ES Bancshares and Empire State Bank boost Board of Director

Kelly’s involvement and knowledge will give the bank the opportunity to further its connections with the communities that we proudly service.”

Clarien hires chief wealth management officer

Mr Jackson holds an honours bachelor’s degree in business administration from the Richard Ivey School of Business at the University of Western Ontario, as well as a chartered financial analyst designation,

Deutsche Bank Details American Global Wealth Expansion

The bank has already made inroads on its U.S. hiring spree.

Merrill Lynch Loses FAs to Morgan Stanley and RBC

The father- and son-in-law team collectively generated roughly $1 million over the previous 12 months

New partner furthers Withers' California growth strategy

Bryan adds: “Moving to Withers is a great step forward for me and my practice.

Nuveen Announces Update to Portfolio Management Team

Kevin Murphy, senior managing director, is an emerging markets debt portfolio manager at Wellington.

Jersey Finance appoints US representative to head up New York office

Jersey Finance has appointed Philip A. Pirecki as its business development lead in the US, ahead of the opening of a new representative office in New York later this year.

HSBC North America appoints Chief Financial Officer

Based in New York, Mahtani will report to Patrick J. Burke, President and CEO, HSBC USA, and will join the U.S. Executive Committee.

Artivest Deepens Leadership with Appointment of Veteran Fintech CFO

25+ Year Industry Leader Karl Jaeger Joins Artivest to Accelerate Growth & Operational Efficiencies

NLC Mutual appoints new president and CEO

The board of directors was not only impressed with Jill’s expertise and collaborative style, but also her proven ability to build relationships with a variety of partners

Andersen Tax Expands Practice in Dallas

The addition of the team from Forrester & Co. complements the existing PCS practice in Dallas

BMO Harris Bank Bolsters ABL with Hires in Boston, Atlanta

We are thrilled to have them on board.

Guggenheim Securities expands Industrials Investment Banking Practice

We look forward to his leadership and contributions to our clients as we build upon our successful industrials business and the firm generally.

Ocean Bank Adds Private Client Services Department

Private banking and wealth management have become an increasingly important part of our services, for both domestic and foreign customers.

Nixon Peabody appoints leader to the firm’s Global Finance practice

Amy advises financial institutions who provide fiduciary and agency services to the capital markets.

HSBC boosts Brazil team with Morgan and Itaú advisor hires

The new recruits are the first hires for HSBC’s Brazil team

People Moves