Managers of Wealth Americas

$9B Chilton Trust Hires CEO From PNC Private Bank

Chilton Trust seeks to stabilize the head role by hiring wealth industry veteran Jennifer Lee after its former CEO stepped down over a year ago.

Brooke Dyer named J.P. Morgan Private Bank vice president

She has also served with U.S. Bancorp Investments and Wells Fargo Advisors.

JPMorgan expands mid-cap investment banking team with three hires

Rohan Juneja, Ryan Lake and Lauren Vitale will join a unit comprising more than 250 bankers.

Ocorian expands U.S. presence with New York senior leadership move

Yegor is a member of Ocorian’s Executive Committee and reports to Chief Executive Officer Chantal Free alongside fellow Global Co-Head Ben Hill, who is based in Guernsey.

David Waite joins Seventy2 Capital Wealth Management as Vice President & Financial Advisor

David Waite’s focus is working with investors to create customized solutions for each individual client

UBS Adds Annick Iwanowski as Managing Director in Coral Gables

UBS Incorporates Annick Iwanowski Into Its Coral Gables International Branch as Managing Director

Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately

The wealth management executive has headed the business since 2021

Citigroup taps Goldman, BNY veterans for senior wealth leadership roles, memo says

She previously spent 15 years at BNY, where she most recently served as head of global family office, retail and international wealth.

Hightower Hires Former BlackRock Executive to Help Scale Operations

The move comes as new Hightower CEO Larry Restieri starts putting his stamp on the firm after years of rampant acquisition.

Preasley Simkins Joins Hancock Whitney Wealth Management

Simkins has nearly 20 years of experience working with high net worth families and their advisors providing trust and estate administration, family governance, and wealth management services.

Northern Trust Asset Management Names Anwiti Bahuguna Global Co-Chief Investment Officer

She joins current Global Co-Chief Investment Officer Christian Roth, CFA and succeeds Michael Hunstad, Ph.D., who was recently named president of Northern Trust Asset Management.

Broadridge exec Vijay Mayadas named new Rimes CEO and president

Brad Hunt, who has served as CEO and president of Rimes since May 2021, will now move to a non-executive vice chairman role.

Ropes & Gray Bolsters Strategic and Real Assets M&A Capabilities with Partner Michael Brueck in New York

Mike is one of several partners who has recently joined the firm’s New York office.

Canadian bank grows Singapore team with ex-Canadian bank MD

CIBC's footprint in Singapore meanwhile seems much smaller

Santander PBI Adds Felipe Herrmann as Senior Investment Advisor

He was executive director at J.P. Morgan Private Bank in the same city, and previously served as alternative investment sales and discretionary investment sales at Citi, after working in New York for Safra Asset Management as associate

Dynasty Financial Partners Appoints Industry Veteran Kevin Monaco as Senior Business Development Executive

2024. His experience spans business development, advisor recruitment, and leadership coaching across several wealth management platforms.

Raymond James vet Jamie Coulter to step down as CEO

Chairman Paul Allison will be interim CEO, effective immediately, an internal announcement said

Pitcairn Welcomes Carlin Calcaterra, Deepening Its Expertise in Customized Portfolio Design

Her appointment follows Pitcairn's acquisition of Baltimore-based Brightside Partners in January 2025

BBVA Global Wealth Advisors Adds Gastón Guerrero Betanzos as Financial Advisor in San Diego

He will serve clients from Mexico, according to the welcome post published on BBVA GWA’s page on the professional network LinkedIn

LinePoint Partners Onboards Family Office Veteran Dan Cole As CFO & Head of Advanced Wealth Planning

His work has also encompassed the design of philanthropic programs, governance frameworks, and guiding next-generation family members in leadership and succession planning.

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