Managers of Wealth Americas

Chilton Trust Hires Thomas Walsh As Senior Vice President

He began his career as a portfolio analyst with Wood Asset Management, a Sarasota-based RIA.

Robertson Stephens Further Expands Southwestern Presence

Wealth manager Christopher Knapp joins to establish Houston office

Spearhead welcomes Alyson Kest as Chief Compliance Officer and Deputy General Counsel

Ms. Kest has 15+ years of legal and compliance experience within the financial services industry.

Advisor Group Launches New Advisor Engagement Team, Spearheaded By Wealth Management Industry Leader Erinn Ford

Team to Partner with Financial Professionals to Develop Programs That Drive Growth and Enhance Service Experience While Fostering Deeper Sense of Community

BNY Mellon Wealth Management Adds Senior Client Strategist in Newport Beach, CA

Kevin joins BNY Mellon Wealth Management from Bessemer Trust

Endurance Advisory Partners Welcomes Managing Director for Commercial Real Estate Advisory

Prior to joining Endurance, Everbach served for half a decade as President, Central Region | USA of Colliers International Group Inc.

Cincinnati Financial Corporation Subsidiaries Announce Appointments and Promotions

Cincinnati Financial Corporation has announced that on January 29, 2021, boards of its subsidiary companies held their regular meetings and appointed directors, officers and counsel

Dixon Hayes Joins Simon Quick Advisors as Managing Director, Client Advisor

Dixon brings with him 16 years of experience in asset management, family office services, and private banking.

Mercer Canada appoints Geoffrey Melbourne, Neil Lloyd to wealth group leadership roles

Melbourne has worked with large, complex organizations in both the private and public sectors, advising on pension plan strategies, including financial and risk management, design, plan governance and administration.

Northern Trust Expands Family Office and Private Investment Group

Philip’s appointment reinforces our commitment to serving the growing needs of family offices in the East region.

Piper Sandler Expands European Healthcare Investment Banking with the Hiring of Vincenzo di Nicola

He will expand the firm’s European healthcare team and the global pharma outsourcing coverage, and will be based in the firm’s London office.

Advisor Joins Ameriprise and Nearly Doubles Assets Within the First Month

After 35 years at wirehouses, former Wells Fargo advisor Mitchell Rock credits Ameriprise’s brand, culture of service and integrity to helping him grow his assets

American Express Elects Thomas Baltimore to Board of Directors

Mr. Baltimore has led Park Hotels & Resorts since 2016, when he joined the company shortly before its spin-off from Hilton Worldwide Inc. In 2017, he was elected Chairman of the Board.

KKR Appoints Partner In European Credit & Markets Team

Appointment further demonstrates focus on scaling KKR’s Private Credit business globally

Conferma Pay hires Neil Fyfe for North American push

Neil Fyfe was most recently the Vice President of Global Accounts Technology at Sabre Corporation

Morgan Stanley Hires $2.6-Mln Merrill Lifers in Maryland

Unlike Morgan Stanley’s return to recruiting experienced brokers after a budgetary halt, Merrill has been out of the market since 2017, relying on trainees and the hiring of novice advisors.

Baker McKenzie Appoints First Chief Inclusion and Diversity Officer

This appointment emphasizes the importance that we place on these goals and the critical nature of Anna's work with me and our Executive Committee to apply an inclusion and diversity lens across all aspects of our Strategy and in its implementation.

Standard Life Aberdeen broadens senior leadership team as part of growth area push

New sector chief executives for Asia Pacific, UK, Europe, the Middle East and Africa, and the Americas

Spencer Fane Adds 10 Attorneys in Denver, Bolstering Litigation Practice

As a part of a team of 10 attorneys, the group reinforces the firm’s commitment to making a full range of legal services available to clients throughout its growing footprint while also deepening its capabilities in Denver

LPL Financial Welcomes Washington Crossing Financial Group

They will leverage LPL Financial’s broker-dealer and corporate RIA platforms, using LPL as custodian.

People Moves