Managers of Wealth Americas

SC Ventures Appoints Lisa Pollina as Vice Chairman, Americas

Pollina to support SC Ventures and CIB in expanding strategic partnerships and client relationships across the region.

JPMorgan appoints new leaders at its North America corporate banking unit, memo says

Lister previously led the natural resources group, while Spry served as one of the co-heads of the diversified industries group within the bank’s global corporate banking business.

Achintya Mangla finally hired his colleague from JPMorgan for a big job at Citi

Aloke Gupte is leaving JPMorgan and joining Citi.

Osaic Moves Advice, Wealth EVP Greg Cornick to Oversee Wealth Solutions

Greg Cornick, previously head of advisor recruiting and retention, will now help head the firm’s investment solutions amid recent senior-level departures and shifts to Osaic’s leadership structure.

Blackstone poaches JPM private bank's multi-asset head

Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.

Justin Blower exits Schroders PW for new life in North Carolina

The planning director said he's taken the 'bold' move to relocate to North Carolina and look for jobs in US wealth after two years with SPW.

SEIA Hires Financial Planning Lead from Fidelity

Brad Repinsky will help build up the $30 billion SEIA’s estate, tax and financial planning focus area for private clients, much like he did for Fidelity.

Whittier Trust Welcomes Kiley Barnhorst MacDonald as Senior Vice President, Client Advisor

Whittier Trust further strengthens its rapidly growing San Diego team with veteran trust and estates advisor, Kiley Barnhorst MacDonald.

Appoints Jon Hudson as Managing Director and Co-Head Of Healthcare Services Investment Banking

Veteran Dealmaker Brings More Than 25 Years of Healthcare Industry Experience

Piper Sandler Expands Technology Investment Banking Team with the Addition of Anson Tsai

He will be based in the Burlingame office.

UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region

He will begin his role at the conclusion of his notice period.

Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer

Previously, in CHRO roles at Vonage and Presidio, Sue launched high-impact inclusion initiatives, scalable advancement frameworks and leadership accelerators.

Broadridge appoints global head of custom policy

The appointment underscores Broadridge’s new investments in innovating in the Institutional Governance space

Merchant Hires Ex-Ficomm, United Capital Exec to New RIA Engagement Role

The minority RIA investor taps Candice Carlton to launch a new division focused on peer collaboration and growth strategies among Merchant’s over 100 portfolio firms.

OneDigital Hires M&A Leader from Competitor Alera Group

Christian Mango will join the $143B insurance and wealth aggregator OneDigital to drive its M&A work after spearheading a similar effort at national insurer and advisory Alera Group.

Apex appoints John Amberg to executive role

Mr Amberg commented: "I am excited to join Apex Group to advance its compliance mission around the world."

Safra welcomes former Insigneo trader to Aventura team

Ricardo Brik has joined Safra as a director in Aventura, bringing over 15 years of experience to a $3bn advisory team focused on Southern Cone markets.

RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint

The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.

Bernstein Appoints Greg Kadet Managing Director for the Rocky Mountain Region

Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region.

Bernstein Plans for Inorganic Growth with New Leadership Appointments

New positions will support Bernstein’s UHNW expansion in priority US Markets

People Moves