Managers of Wealth Americas

Morgan Stanley Names Mercer Exec to Run Graystone Wealth Unit

He reports to Jim Tracy, a Smith Barney veteran who also runs the firm’s “consulting group” managed account business for institutions.

Silicon Valley Bank Hires Chief Information Officer

He will be based in Tempe and report to COO Phil Cox.

Wells Sweeps Nine Brokers from UBS, Morgan Stanley in Past 10 Days

Both Morgan Stanley and UBS exited the Protocol for Broker Recruiting two years ago, severely limiting customer contact information brokers can bring with them to new employers.

$500M adviser team drops Merrill Lynch for Sanctuary Wealth

Muirwood Wealth Partners marks the second team to transition away from the wirehouse in favor of an independent platform this month

Bye, Bye BigLaw: National Co-Chair at Fox Rothschild leaves BigLaw behind for a mid-size powerhouse

Adler has a talent for identifying unseen opportunities involved with business models which thrive and grow in the marketplace.

Green Dot Appoints Chief Executive Officer

He will report to Green Dot Corporation Chief Executive Officer, Dan Henry.

Raymond James gains three advisors with $350M from Merrill Lynch

Raymond James has seen its recruiting efforts pay off, hiring three teams in May, and ten new advisors at the beginning of June.

M&T Bank Corporation Elects Calvin G. Butler, Jr. to Board of Directors

He will add to the voices and views in our boardroom and throughout our company as we continue to support inclusive and equitable opportunities in Baltimore and communities across our footprint.

Canaccord Genuity Expands International Investment Banking Capability to Latin America and Caribbean

Gene McBurney appointed Head of Investment Banking – LATAM and Caribbean

Gemini Hires Managing Director of Asia Pacific Region

Gemini continues global expansion and taps Leonteq CEO Jeremy Ng to oversee Gemini's strategic vision in APAC

Morgan Stanley Lands $3.3 Million J.P. Morgan Trio in California

A spokeswoman for J.P. Morgan Securities declined to comment.

Barclays Appoints Georgi Balinov as Head of Global Technology Payments Banking

In this role he was responsible for financial technology investment banking coverage across the payments, financial software and data sectors.

TFC Financial names VP-Client Advisor

Prior to joining TFC, Mr. Meehan was with BNY Mellon Wealth Management for almost 20 years

Revitalization Partners Expands Corporate and Board Advisory Practice

Commercial Real Estate Restructuring Expert Joins Firm

Prospera Financial Services Welcomes Level Wealth Management

Led by his desire to help people take the right steps in life, he took his training and pivoted over to helping people take the right steps towards their financial future.

Vida Capital to Expand Special Situations Activities

James Gereghty to be hired as Senior Managing Director and Head of Special Situations

Northern Trust Adds to Foundation & Institutional Advisors Practice in Northeast

Prior to joining Northern Trust, Collins served as a Senior Director at TIAA Endowment and Philanthropic Services.

Wedbush Securities adds wealth management veteran as MD

Wedbush Securities has appointed William (Bill) Brinckerhoff as Managing Director, Regional Executive.

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies

Plafker will also oversee the company’s ongoing strategic investments and acquisitions in the area of digital wealth.

Caroline Butler Joins BNY Mellon as Global Head of Custody

She will lead product strategy, embracing new realities and markets and modernizing custody platforms.

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