Managers of Wealth Americas

BNY Mellon Wealth Management Names Senior Wealth Manager in Newport Beach, CA

Dan will report directly to Managing Director, Chad Johnsrud.

Chubb Appoints Chief Underwriting Officer of its North America Middle Market and Small Business Insurance Divisions

Based in Whitehouse Station, N.J., Ms. McLaughlin will report to the Division Presidents of both the company's Small and Middle Market business lines.

Fiduciary Trust International Continues Expanding its New York Office, Welcoming Maudie Long, CFA® and David DeStefano

Ms. Long holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society New York, and Connecticut Hedge Fund Association.

Raymond James Hires Dion Degrand to Lead Calgary Investment Banking Team

Degrand joins the firm from another national investment dealer where he was Head of Western Canada for investment banking.

ASB’s Hanson appointed to Federal Reserve Bank Advisory Council

American State Bank & Trust Company of Williston President/CEO David Hanson was one of those recently appointed.

Promise Fund names board chairman

Promise Fund of Florida, 340 Royal Poinciana Way, is dedicated to reducing deaths from late stage breast and cervical cancer through early detection and quality health care.

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

People Moves