Managers of Wealth Americas

Capital Group Hires From BlackRock

The firm has created a new role to oversee the strategy and expansion of its investment services in Asia and Europe.

Bryan Noonan Joins Juncture Wealth Strategies to Serve High Net Worth clients in Scottsdale, Arizona

His extensive experience in financial planning will help grow the firm’s presence with High Net Worth and Ultra High Net Worth families across the country.

Markel hires Kelly Castriotta to strengthen cyber coverage

She becomes Markel’s lead underwriting project manager for the US non-affirmative cyber project and provides guidance on product development and enterprise risk management initiatives.

Adam Salama to become a partner at Gallagher Re in March 2021

Salama will join the Gallagher Re after 14 years at Aon, where he was until recently head of London market marine and energy reinsurance.

Ex-Merrill UHNW Broker Lands at Boston Private in San Francisco

The Financial Industry Regulatory Authority in July opened its own investigation of Merrill’s discharge notice, according to a separate disclosure on Berry’s BrokerCheck record.

HSBC Private Bank Americas product specialist boss exits

His exit is another high profile departure from HSBC’s Private Banking unit covering the region this year.

Former Ferrari And Bugatti Exec Pleads Guilty In Supercar Sales Kickback Scheme

Offshore tax evasion is a top priority for IRS - Criminal Investigation and, as was shown today, we are wholeheartedly committed to bringing these offenders to justice.”

LPL Financial Welcomes the Murphy Team to Happy Investment Services

The advisors reported having served approximately $200 million in brokerage and advisory assets. They join from Cadaret, Grant & Co.

Alcentra picks next CEO

Mr. DeSimone was managing director at Bain Capital Credit until June 2019.

Franklin Templeton announces new appointments

Asset-management giant names three people to key positions in Americas business

Greg Haendel Joins The Private Bank at Union Bank as Fixed Income Strategy Executive

Haendel will manage the Bank's fixed income division, including oversight of the Core Fixed Income, Short-Term Fixed Income and Tax-Free Fixed Income strategies, as well as Institutional Liquidity Management for HighMark.

HSBC Bank USA Appoints Head of Wealth

In his new role, Mark will continue to bolster our wealth offering and evolve the customer experience to expand our market share and further differentiate us from competitors.”

Optimize Wealth Management Furthers its Nationwide Expansion

From Optimize Wealth’s newest office in Woodstock, Joe will help clients to achieve long term success and prosperity by providing them with a comprehensive approach helped by a competent team of licensed portfolio managers.

TA Associates makes new hires in Boston and London

All three were valuable contributors while Associates at TA, demonstrating their ability to add value to TA’s growth private equity investment process, particularly in sourcing and analysing new investment and portfolio company acquisition opportuni

SS&C Names Frank Egan Managing Director Mergers & Acquisitions

"I am delighted to join SS&C," said Frank Egan.

SS&C Names Frank Egan Managing Director Mergers & Acquisitions

Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.

Perella Weinberg Partners Names Chairman of Mergers & Acquisitions

Woody is among the most seasoned and respected M&A professionals on Wall Street and a recognized expert in managing large, complicated, and transformative transactions

BNY Mellon Wealth Management names Senior Client Strategist

With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.

Former Pershing Executive Joins Pathstone Board

Pershing tapped him as a consultant to develop a strategy for RIA custody and liked him so much it hired him to run the business.

J.P. Morgan Hires Boaz Lahovitsky to Lead Wealth Management National Branch Business

U.S. Wealth Management to hire hundreds of advisors in several locations across the country for remote advice unit in the next two years

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