Managers of Wealth Americas

Citi Global Wealth vet exits firm after interim CIO stint

Steven Wieting has departed Citi Global Wealth after 28 years at the firm, including a period as interim CIO following the departure of David Bailin in 2024.

Nomura Capital Management Hires Ashu Pal as Head of Portfolio Management

In this role, Pal will focus on optimizing NCM's existing investment strategies across private credit markets

NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

Three Ex-Merrill Private Wealth Management Advisors Join Stifel’s Broker-Dealer Subsidiary In Dallas

Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance

The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program

Citi Wealth Names Head Of Art Advisory

Citi Wealth has named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect.

InvestCloud Taps New COO of APL to Help with its Private Markets Push

Josh Mayer, the former COO at Envestnet, is charged with overseeing the growth and expansion of APL, InvestCloud's $3T managed accounts platform.

Inland Appoints Industry Veteran Michael Beringer as Chief Financial Officer

He will report to Tony Chereso, President and Chief Executive Officer of Inland, and formerly Inland’s CFO.

J.P. Morgan Private Bank Adds Francisco Baixauli as Banker in Miami

He joins from Bernstein Private Wealth Management, where he worked for five years

Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer

Former Goldman Sachs VP Set to Lead Independent RIA's Strategic Growth Initiatives

KKR Appoints General David Petraeus as Chairman of the Middle East and Establishes Dedicated Investment Team in the Region

Expansion builds on 16-year local presence and several investments in the region

AXA IM appoints US equity portfolio manager

Gordon Happell joins after 10 years at Columbia Threadneedle

PNC Bank appoints BlackRock veteran Mark Wiedman as president

Wiedman succeeds Michael Lyons, who left in January to become president and CEO-elect of Fiserv.

Northern Trust Names John Massey Senior Managing Director of Foundation & Institutional Advisors – East Region

John brings a combination of leadership, strategic insight and client-first focus

Silvercrest Asset Management Group Appoints J. Allen Gray to Board of Directors

As head of Silvercrest’s institutional business, Mr. Gray has played a pivotal role in the success of the firm’s institutional equity business over his tenure.

Raymond Gatcliffe Appointed Country Officer And Chief Executive Officer For Citibank Canada

Gatcliffe will be responsible for the in-country execution of the bank’s strategy to be the preeminent banking partner for institutions with cross-border needs and a global leader in wealth management.

Ascot appoints Marc Amen to lead role

Mr Amen joins from RenaissanceRe

Andrew Woeber joins Barclays as the Global Head of M&A

He will be based in New York and join the Investment Banking Management Team.

Perigon Wealth Management Welcomes Four New Partners As Part of Innovative Growth Program

Mary Ballin, Beth Bosworth, Eric Jardine, Doug Wheat Latest Advisors to Complete Path to Partnership Program at Advisor-Owned Firm

CIM Group advances private wealth push with latest hire

Barry Schanker joins Los Angeles firm as managing director

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