Managers of Wealth Americas

Marotta Steps Down as Berkshire CEO

Marotta was named CEO in November 2018 after Michael Daly stepped down.

CHF 140m UBS Miami duo are latest to exit

Cristina Mendez and Zoraida Diaz are the latest advisors to leave UBS following a crackdown on Venezuelan client accounts.

PJ SOLOMON Hires Sash Rentala as the Head of its Financial Sponsors Group

Veteran investment banker brings over 20 years of experience advising institutional clients on a wide range of corporate finance matters

CIFC launches long/short high-yield UCITS fund for veteran Horowitz

Ex-Muzinich & Co management team

Gina Rebollar returns to Chubb as deputy general counsel of global corporate affairs

In her new role she works closely with Chubb's board of directors and advises the corporate development, treasury, human resources and global communications functions, and other members of senior management.

Chubb Vice Chairman Named President, North America Insurance Operations

The appointment is effective September 1, and Mr. Lupica will report jointly to Evan G. Greenberg, Chairman and Chief Executive Officer, and to John Keogh, Executive Vice Chairman and Chief Operating Officer.

Chubb Appoints Paul Krump Vice Chairman, Global Underwriting and Claims

In his new role as the company's Executive Underwriting and Claims Officer, Mr. Krump will maintain and enhance the company's global underwriting standards, rules, authorities and risk management.

Goldman names new head of digital assets in bet that blockchain is the future of financial markets

The bank made Mathew McDermott, a managing director who ran the investment bank’s internal funding operations, its new global head of digital assets last month, CNBC has learned.

Chubb Names Gina Rebollar Deputy General Counsel for Global Corporate Affairs

She will work closely with Chubb Limited's Board of Directors and advise the company's Corporate Development, Treasury, Human Resources and Global Communications functions as well as other members of senior management on various matters.

Cincinnati Financial Corporation Board Expands 15, Appoints Two

During her time as a senior insurance analyst, Benacci was named by the Wall Street Journal as a top-ranked analyst.

Top Brazil gatekeeper exits Julius Baer for WM specialising in alternatives

The Swiss group’s family office has lost an experienced manager researcher who was a specialist in offshore and alternatives investment strategies.

Apex Clearing adds two industry veterans to leadership team

Valverde's career spans 27 years in financial services.

Apex Clearing to expand RIA custody, hires Morningstar exec as president

Apex primarily custodies assets for fintech companies, including Betterment and Wealthfront, according to Rothschild.

Blackstone to Acquire Ancestry®, Leading Online Family History Business, for $4.7 Billion

Ancestry is the global leader in digital family history services, operating in more than 30 countries with more than 3 million paying subscribers across its Ancestry online properties and more than $1 billion in annual revenue.

Calpers Investment Chief Ben Meng to Step Down From Largest U.S. Pension

It marks an abrupt exit for the investment chief, who set out to implement a reform agenda at the giant pension.

Linklaters adds partner to investment funds group

Bolstering the firm’s fund formation and regulatory compliance capabilities

Karmen Keup Named Branch Manager of UBS

We are proud to have Karmen lead our offices in Sarasota, Fort Myers and Bonita Springs, and wish her every success in her new role.

Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management

Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank.

Branch Manager Named for UBS Offices in Sarasota, Fort Myers and Bonita Springs

Karmen has spearheaded initiatives for women's career advancement within UBS.

Three UBS Advisors in the Greater New England Market Named to Forbes/SHOOK Top Next-Gen Wealth Advisors list

Recognition of an exceptional career in Financial Services

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