Managers of Wealth Americas

Sanctuary Wealth Welcomes OPT Wealth Management

Breakaway Advisor's Move Reflects Firm's Continued Momentum in Attracting Elite Advisors Wanting Greater Flexibility, Ownership and Control Over Their Businesses

Francois Schramek Promoted to Partner at Manhattan West

Since joining the firm, Schramek has established himself as a trusted advisor to UHNW individuals and family office investors around the world.

Airwallex Taps Carolyn Renzin to Lead Global Regulatory and Compliance Efforts

The company plans to raise compliance spending this year as it scales regulated operations across multiple markets.

Compound Hires Wealth Head from Focus; Perigon Names HR Chief

Also, Rossby Financial hires a business development and advisor transition lead, and Ascensus snags a new president of retirement from Empower.

BMO Wealth Management Names Ali Nafii to Lead San Diego Market

In his new role, Ali will focus on expanding BMO’s wealth management presence across the West Region

Perigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership Expansion

Rory T. Shusted Brings Decades of Executive Experience to Support Firm's Continued Investment in Culture and Growth

Douglas Elliman Names Areeje Akhtar Oriol Chief of Staff to President and CEO Michael S. Liebowitz

Seasoned luxury strategy and growth executive brings deep experience in brand development, brokerage platform building and the ultra-high-net-worth market to Douglas Elliman leadership team

EFG Expands Leadership with Industry Expert Karl Nilsen Joining as Vice President of Underwriting

Prior to joining EFG, Karl served as Vice President of Underwriting and Risk Management at Smart AutoCare.

SEC Names Gibson Dunn Partner, Agency Alum as Enforcement Division Director

David Woodcock’s appointment comes after prior Enforcement Division Director Judge Margaret “Meg” Ryan abruptly resigned from the position after only six months.

Oppenheimer Names Bill Farmer Managing Director, Head of Aerospace & Defense Technology Investment Banking

Veteran dealmaker joins Technology group to expand coverage across a critical and growing sector

Focus Wealth Management Appoints Henry Kim as Chief Financial Officer and Head of Compliance

He also held the role of Director, Investment Finance at CPP Investments and began his career in Assurance and Advisory Services at Deloitte & Touche.

Archana Vemulapalli Joins Goldman Sachs as Partner and Head of AI Product Management and Strategic Relations

She will also lead strategic engagement with frontier AI labs and AI application providers.

NCino appoints Keith Kettell as chief revenue officer

Kettell brings more than two decades of experience building and scaling go-to-market organizations in the technology and financial services sectors.

Former Rehmann Operations Head Amy Flourry Joins Constellation Wealth

Amy Flourry will join the Karl Heckenberg-founded firm to help its network of RIAs with data and technology integration.

Latham Adds Leading Data & Technology Transactions Partner in Bay Area

John McGaraghan advises technology‑driven companies on complex intellectual property, licensing, and commercial transactions.

Former BlackRock managing director joins Goldman Sachs AM

Brett Olson joins as head of international ETFs

Accelerant names Linda S. Huber as CFO

Huber succeeds Jay Green, who has stepped down to pursue personal interests.

Beacon Trust Bolsters Team with Four Key Wealth Management Hires

New hires support Beacon Trust’s continued growth and expansion of client advisory services

Advisor-focused hires lead latest wave of wealth management leadership moves

Product, recruiting, and client strategy roles dominate latest senior appointments at firms including Franklin, Edwards, Bernstein, Ellevest.

LPL Financial Welcomes Five Star Wealth Planning

They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

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