Managers of Wealth Americas

$305 Million Commonwealth Team Jumps to Raymond James in Ohio

The team reports to 20-year Raymond James veteran David Sisemore, Midwest divisional director for RJFS, according to the announcement.

Diagonal Investment Office Adds Eduardo Rehder as Wealth Management Senior VP

“The talent and vision make the difference,” begins the post on the professional social network. “We are pleased to welcome Eduardo Rehder as a new member of our team,” it continues

Now Citi hired JPMorgan's former global co-head of sponsors, private side sales

It's thought that he's joining Citi as co-head of debt financing alongside Uday Malhotra.

PlainsCapital Bank Welcomes Kameron Richards as Senior Vice President, Wealth Management Market Manager for Lubbock Region

He will be based at the Bank’s 50th and University location in Lubbock.

NewEdge Wealth recruits $613m Chicago-based Wells Fargo team

A four-person team led by David Chase becomes NewEdge Wealth's first outpost in Chicago.

Arrow Bank Announces New Leadership Roles Within Corporate Lending

As part of this strategic evolution, Ryan Case will now serve as Director of Corporate Banking

BofA names Faiz Ahmad, Mike Joo as co-heads of investment banking, memo says

Bank of America's global investment banking revenue was ranked third-highest in 2025, according to Dealogic data in mid-August.

SEC Names Appeals Court Judge, Marine Vet New Enforcement Director

Judge Margaret Ryan will succeed Acting Director Sam Waldon

JPMorgan hires two investment bankers to bolster services to energy companies

Brad Epstein is being hired within JPMorgan's natural resources investment banking coverage team, with a focus on serving companies in the midstream and downstream sectors.

Merrill Lynch Wealth Management Appoints Fabio Concesi as Market Executive for Palo Alto

Until this past July, Concesi served at the investment bank as associate market executive in the Wealth Management Miami & Islands division

Nu appoints Armando Herrera as the new CEO of its Mexican operations

Nubank, one of the largest digital financial services platforms in the world, announced that as of September 2, Armando Herrera will serve as the new CEO of Nu Mexico.

Naureen Hassan Comes Out of Retirement as DriveWealth CEO

The former UBS Americas president replaces Michael Blaugrund, who will take on a newly created role at the NYSE’s owner, Intercontinental Exchange, his former employer.

Bank of America promotes Ahmad and Joo to co-heads of investment banking

The US bank has changed the leadership at the top of its dealmaking unit

Brown Brothers Harriman expands Philadelphia office with the addition of new Managing Director

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office.

Simon Quick Advisors Names Benjamin Renzo, Esq. as Head of Family Office

Ben previously served as Founder and Managing Partner of Premier Family Office, with offices in Los Angeles and Des Moines, where over the past 25 years he provided sophisticated family office services for selected clients.

Axis names Enstar finance chief Matthew Kirk as incoming CFO amid leadership transition

Kirk, currently CFO of Enstar Group, brings 30 years of experience across insurance, finance, and accounting, with deep expertise in property & casualty.

RSM Strengthens Middle Market Leadership Position with Key Appointments

These appointments bolster our firm’s strengths and capabilities, paving the way for ongoing growth that deepens relationships with existing middle market clients

Brown Brothers Harriman Expands Philadelphia Office with the Addition of New Managing Director

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office

Antonio Portuondo Named Municipal Corporate Trust Leader of Western Alliance Trust Company, N.A.

Portuondo brings 26 years of experience in corporate trust and public finance

UCR foundation board welcomes new trustees

The new members are Ray Joseph, Kindra Montgomery-Block, and Jennifer Nuckles.

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