Managers of Wealth Americas

SEI Names Director of Investment Strategy in Canada

She was responsible for providing advisory and investment management services to institutional clients in Canada and U.S.

First Republic Adds Wealth Management Team in Florida

The addition of this successful group of wealth professionals further expands our capabilities in South Florida and will allow us to introduce more clients to First Republic’s unique brand of exceptional client service.

Northern Trust Appoints Southwest Florida Market Executive

Florida region, where she oversaw a team of investment, fiduciary and private banking professionals broadly serving the wealth management needs for high net worth families, individuals, entrepreneurs and charitable organizations.

Evercore appoints senior MD

Joe’s ability to find solutions to the most complicated M&A and capital markets challenges is unequalled, so adding Joe to the Evercore team demonstrates our deep commitment to delivering best-in-class investment banking services.

Global law firm promotes six to Counsel

These lawyers are relentlessly focused on our clients," says managing partner David Djaha.

Doug Logan Joins Pinnacle Holding Company, LLC

Legendary Sports Broadcaster and Community Service Leader Doug Logan Joins Pinnacle Holding Company, LLC as Chief Branding Officer

Merchant bolsters RIA reach with Matt Brinker hire

The move strengthens the New York-based holding company’s already formidable executive lineup and underscores the company’s bid to become a major player in the RIA M&A market.

Chubb Appoints New Chief Operating Officer, North America Accident and Health

In this capacity, Mr. Krishnan will be responsible for developing and implementing a range of strategies related to profitable growth for the business, including sales and distribution, claims and product development for the company's large account a

Sarasin Asset Management hires US specialist

The group offers tailored solutions for a variety of US clients including endowments, not-for-profits, institutions, domestic private clients, family offices and UK expats.

Strategic Wealth Partners Names New Principal

Tom Buhrmann Becomes the Firm’s Seventh Principal

Evercore Wealth Management announces senior appointment

Mr. Beck is based in New York and reports to Jay Springer

Fidelity Bank adds vice president working with high net-worth customers

He most recently was a regional retail manager for 19 months at Equity Bank, and for 14 years before that was a regional manager at Sunflower Bank.

Chief Information, Data and Digital Officer Joins Ally Financial

Muthukrishnan to Lead Technology, Data Analytics and Digital Transformation Teams

BNP Paribas Securities Services restructures European leadership

The moves come in response to the French bank appointing a new head of its US investment banking business.

MUFG Investor Services names head of global securities lending solutions

Tim Smollen Appointed as Global Head of Global Securities Lending Solutions

Blackstone Hires Former Global Atlantic Co-President and CIO Gilles Dellaert to Lead Blackstone Insurance Solutions

Blackstone Insurance Solutions was formed in 2018

Coquest Advisors Announces the Appointment of Ryan Hart as Chief Investment Officer

As CIO, Mr. Hart will guide the firm’s investment philosophy, research and portfolio management processes

Hilltop Securities Names John Muschalek Wealth Management Head

Based in Dallas, Hilltop Securities manages $1.1 billion for approximately 3,800 accounts, according to its latest Form ADV.

AMX appoints new Head of Product to expand service offering

Brian Odendaal, Chief Operating Officer of AMX, says: "Kerrie is a self-driven and creative thinker, with a track record of designing innovative client-centric solutions and managing large-scale initiatives."

Levine Leichtman Capital Partners Promotions Bolster Partnership and Executive Committee

Andrew Schwartz Promoted to Partner; David Wolmer and Schwartz added to Executive Committee

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