Managers of Wealth Americas

Aztec Group welcomes Jose Sobrinho as Head of U.S. Technology

In this role, Jose will lead and oversee the Group’s U.S.-based technology initiatives

LPL Financial Welcomes Resilient Wealth Management

He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

$32.6B EP Wealth Hires Integrations Head From Captrust

Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of successful M&A at Captrust.

Antonia Murga appointed Market Head Latin America

I am very excited to announce the appointment

Northern Trust Names New West Region President

Abel Montañez to drive growth and deepen client engagement across the Western U.S.

Northern Trust Asset Management Appoints Head of International and Responsible Investing

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific

Fidelis Capital Welcomes Paul Trippe as Partner

Serving ultra-high-net-worth clients and institutions for more than 40 years, Paul Trippe is a respected investment authority in the private banking industry.

Future FinTech Announces Changes to its Management and Board of Directors

The resignations of Mr. Ming Yi, Mr. Fuyou Li and Ms. Ying Li from these positions were not a result of any disagreement with the Company

Triad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth Head

Insurance and wealth advisory Triad hires former Fidelity executive Derek Sullivan as CFO and promotes planning chief Scott Rinehart to lead the wealth division as it nears a $1 billion in client asset goal.

Americana Partners Taps Top Morgan Stanley Veteran Mark Monroe to Add to Houston Market Growth

Houston Firm Welcomes Former Morgan Stanley SVP Mark Monroe, Advisor to over $1B in Assets

LPL Financial Welcomes Wyatt Wealth Management

He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.

JPMorgan Hires Former Citi Sponsors Dealmaker Diamandakis

Diamandakis, whose role will be to support and build new relationships with sponsors and asset managers, joins the bank after 11 years at Citigroup.

UBS appoints Joseph Lombardo as Market Director for Florham Park, NJ, expanding leadership across key New Jersey offices

He previously served as UBS Head of Leadership and Future Talent Development, where he played a key role in cultivating the next generation of firm leaders across the country.

SEIA Hires Finance, Consulting and Accounting Vet as CFO

Signature Estate & Investment Advisors, a $30 billion hybrid registered investment advisor based in Los Angeles, has hired a chief financial officer about a month after its prior finance chief left for a competitor.

Natixis Corporate & Investment Banking Appoints Head of US Rates Strategy

He brings a wealth of knowledge and experience to the organization

Northern Trust Asset Management Appoints Head of International and Responsible Investing

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific

Focus Wealth Management Announces Four Appointments to its Advisory Board

"We are pleased and proud to welcome these Canadian business and investment leaders to our Advisory Board," said Ted Conrod, President of Focus Wealth Management.

Orion hires new chief technology officer

The RIA tech giant and portfolio manager has hired Valli Nachiappan, who has over two decades of experience in software development.

RBC Wealth Management welcomes new complex director in Boston

He’s held field leadership roles, led advisor recruiting efforts, and was most recently managing director of PNC Investments Wealth Advisors.

$10B Bleakley Adds Advisor Coach Ray Sclafani to Board of Directors

Sclafani, CEO of executive coaching firm ClientWise, joins the board of the Rise Growth Partners-backed hybrid RIA.

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