Managers of Wealth Americas

First Republic expands wealth team

Brian and Joseph have a long history of helping clients achieve their financial goals, and they share First Republic’s commitment to exceptional service.

Wells Fargo Names Nate Hurst to Lead Corporate Responsibility, Philanthropy, and Sustainability Efforts

Wells Fargo recently received an “Outstanding” rating from the Office of the Comptroller of the Currency for its work in addressing underserved communities through the Community Reinvestment Act.

RBC Snags Nine-Person UBS Team Managing $600 Million

The wirehouse employs more than 6,000 advisors in the U.S.

Ex-JPMorgan Exec to Head Tech at Wells Fargo WIM

Kumar had also served in a leadership role in JPMorgan’s asset and wealth management business

Raymond James lands two 30+ year veterans from UBS

Triana brings extensive experience to serving clients in Europe and South America to UBS clients in Miami.

BNY Mellon Wealth Management Names Regional President

She is currently the Eastern Region Representative to the President's Council of CFA Institute and a co-chair of CFA Institute's U.S. Society Advocacy Advisory Committee.

Fiserv Announces CEO Succession Plan

Frank Bisignano to become Chief Executive Officer effective July 1

Morgan Stanley IM announces new global head of sustainability

Morgan Stanley IM said Chew's role would include leading a team to develop its ESG investment integration standards, helping to launch ESG products, and advising its clients and sales team on sustainability issues.

Former McKinsey partner Sandy Boss joins BlackRock

Boss takes on the role vacated by Barbara Novick, who is becoming a Senior Advisor.

Former BlackRock executive joins LGIM as global operating chief

Brenda Sklar joins LGIM after previously working as head of global client services and global COO of business operations at BlackRock.

BNY Mellon Wealth Management Names Head of International Wealth Planning and Fiduciary Services

Prior to returning to BNY Mellon, she spent two years as a Senior Wealth Advisor for J.P. Morgan's Latin America Private Bank.

NBF Wealth Management head stepping down

Jonathan Durocher will take over from Martin Lavigne on Friday

LPL Financial Welcomes Winston Wealth Advisors

The pool of prospects at LPL is huge as we make plans to grow in Texas

Sanctuary Wealth appoints CMO

Managing Partner of Ovis Creative will assume dual role as industry leading financial design and marketing communication firm becomes a Sanctuary Wealth Affiliate

Wilmington Trust appoints Wealth Market Leader for Atlanta

Garrett's arrival in Atlanta marks a major milestone for our firm

Citi names new leadership team for Asia-Pacific corporate bank

At the same time, Christie Chang will take the new role of Asia-Pacific corporate banking chairwoman, in addition to her existing position as head of Taiwan banking, capital markets and advisory and president of Citibank Taiwan.

RBC Hires Merrill Team in Jersey Managing $472 Million

The new RBC branch in Chester, part of the firm’s North Jersey complex that is overseen by Steve Ornstein, includes three client associates who also moved from Merrill.

Chubb Appoints Chief Accounting Officer

She has been a key member of our finance team for many years and we're delighted to appoint her to this important leadership role.

JPMorgan Chase names Tracy-Ann Lim as chief media officer

Lim originally joined JPMorgan Chase from the agency side, having built a resume at companies such as MediaVest (now Starcom), Initiative and Carat.

Docupace secures growth equity investment and names new CEO

Docupace also announced the appointment of David Knoch, former president of 1st Global, to the role of chief executive officer, effective immediately.

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