Managers of Wealth Americas

Citigroup executive responsible for implementing thousands of job cuts quits

Titi Cole, one of the most senior Black women in finance, departs, while outgoing PwC US head Tim Ryan joins bank

Vanguard Announces Appointment of Salim Ramji as New CEO

Mr. Ramji succeeds Tim Buckley, who, as previously announced, will retire and step down as Chairman and CEO.

Mercer Moves Chief Talent Officer to M&A Role

Martine Lellis, who joined Mercer as chief talent officer in 2020, will serve as principal of M&A partner development, supporting Dave Barton, who continues to lead M&A across the firm.

Oppenheimer Expands Technology Investment Banking Group with Addition of Yogesh Amle

Senior banker brings two decades of technology investment banking experience to firm's software team

Wealth pioneer Naz Vahid leaves Citi

Naz Vahid is to leave Citi after nearly four decades as one of the US bank’s most effective and innovative wealth managers.

Bank of America Private Bank picks new KC market executive

Before that, she was market trust executive for Kansas City and St. Louis and market trust director for Little Rock, Arkansas, and Wichita, Kansas.

Bluerock Capital Markets Hires Jeffrey Klepacki as Executive Vice President and National Sales Manager

The firm is also pursuing a number of new product initiatives that will broaden Bluerock's investment offerings to both retail and institutional investors.

Piper Sandler Strengthens Energy & Power Investment Banking with the Addition of Ryan Tull

ull will focus on oilfield services & equipment, energy & power infrastructure and energy technology.

Goldman Sachs rehired a trader who left for BlueCrest. He's returning as an MD

After less than three years at BlueCrest, he's coming home to Goldman.

$28B Merrill Lynch Team Leaves For JPMorgan

Based in Los Angeles, Eric Gray and Lance Polverini specialize in ultra-high-net-worth clients.

Sarbjit Nahal Joins Lazard Asset Management

The addition of Mr. Nahal bolsters Lazard’s Global Thematic Equity strategies, which seek to benefit from structural change in industries and companies around the world.

Hightower CMO Meghan McCartan Leaves

McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.

Leerink Partners Announces Expansion with New Los Angeles Office

Firm Hires Tim Hotchandani to Lead Life Science Technology Banking Effort

Jeffrey Haller Joins Evercore as Senior Managing Director in the Financial Institutions Group

Prior to joining Evercore, Mr. Haller was a managing director in the financial institutions investment banking group at Goldman Sachs, where he helped lead coverage of the wealth and traditional asset management sectors.

IEQ Capital Establishes Southeast Presence with Addition of Leading Atlanta Advisory Team

This move underscores IEQ’s commitment to meeting the evolving needs of its expanding client base in the region.

$500m Morgan Stanley int’l advisor moves to indie shop Activest

Eduardo Brender caters to clients in the US, Mexico and Venezuela and been with the wirehouse for almost a decade.

Integrated Partners Promotes Andree Mohr to President

The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.

Rob Kaplan Rejoins Goldman Sachs as Vice Chairman and Member of the Management Committee

In addition, Rob will focus on mentoring, leadership development, and the firm’s culture, working with our people across all levels and around the world to help further develop and advance their careers.

Oppenheimer Expands Its Investment Banking Capabilities with the Hires of Dmitry Gladkov and Konstantin Derkatschew

Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets.

LatAm multi-family office Criteria’s wealth management director exits

Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.

People Moves