Managers of Wealth Americas

Cincinnati Financial Corporation Subsidiaries Announce Appointments and Promotions

Cincinnati Financial Corporation has announced that on January 29, 2021, boards of its subsidiary companies held their regular meetings and appointed directors, officers and counsel

Dixon Hayes Joins Simon Quick Advisors as Managing Director, Client Advisor

Dixon brings with him 16 years of experience in asset management, family office services, and private banking.

Mercer Canada appoints Geoffrey Melbourne, Neil Lloyd to wealth group leadership roles

Melbourne has worked with large, complex organizations in both the private and public sectors, advising on pension plan strategies, including financial and risk management, design, plan governance and administration.

Northern Trust Expands Family Office and Private Investment Group

Philip’s appointment reinforces our commitment to serving the growing needs of family offices in the East region.

Piper Sandler Expands European Healthcare Investment Banking with the Hiring of Vincenzo di Nicola

He will expand the firm’s European healthcare team and the global pharma outsourcing coverage, and will be based in the firm’s London office.

Advisor Joins Ameriprise and Nearly Doubles Assets Within the First Month

After 35 years at wirehouses, former Wells Fargo advisor Mitchell Rock credits Ameriprise’s brand, culture of service and integrity to helping him grow his assets

American Express Elects Thomas Baltimore to Board of Directors

Mr. Baltimore has led Park Hotels & Resorts since 2016, when he joined the company shortly before its spin-off from Hilton Worldwide Inc. In 2017, he was elected Chairman of the Board.

KKR Appoints Partner In European Credit & Markets Team

Appointment further demonstrates focus on scaling KKR’s Private Credit business globally

Conferma Pay hires Neil Fyfe for North American push

Neil Fyfe was most recently the Vice President of Global Accounts Technology at Sabre Corporation

Morgan Stanley Hires $2.6-Mln Merrill Lifers in Maryland

Unlike Morgan Stanley’s return to recruiting experienced brokers after a budgetary halt, Merrill has been out of the market since 2017, relying on trainees and the hiring of novice advisors.

Baker McKenzie Appoints First Chief Inclusion and Diversity Officer

This appointment emphasizes the importance that we place on these goals and the critical nature of Anna's work with me and our Executive Committee to apply an inclusion and diversity lens across all aspects of our Strategy and in its implementation.

Standard Life Aberdeen broadens senior leadership team as part of growth area push

New sector chief executives for Asia Pacific, UK, Europe, the Middle East and Africa, and the Americas

Spencer Fane Adds 10 Attorneys in Denver, Bolstering Litigation Practice

As a part of a team of 10 attorneys, the group reinforces the firm’s commitment to making a full range of legal services available to clients throughout its growing footprint while also deepening its capabilities in Denver

LPL Financial Welcomes Washington Crossing Financial Group

They will leverage LPL Financial’s broker-dealer and corporate RIA platforms, using LPL as custodian.

Regions Bank Names Abbas Merchant as Chief Marketing Officer as Michele Elrod Announces Retirement

Merchant to build on foundation established by Elrod during her successful 37-year career with the bank.

Broadridge Appoints Germán Soto Sanchez as Head of Corporate Strategy

Germán's experience as a Fintech executive, strategist and innovator make him a valuable addition to our leadership team as we continue to strategically shape and define Broadridge's future state

Global Head of Media & External Communications Joins AIG

Mr. Ripley joins AIG from 12A Consulting

Louis Green Joins UBS as a Financial Advisor in New York

Louis works closely with his clients to construct portfolios that meet their long-term financial goals by combining retirement and estate planning, private banking and cash flow analysis.

Four Advisors Move to Ameriprise for Digital Financial Planning Capabilities to Enhance Their Client Experience

Financial planning is at the core of how David Moss and Jay Campbell serve their clients.

UBS Wealth Management USA Hires Market Administrative Officer Lynn Hunter in San Diego

As a member of the senior leadership team within UBS’s San Diego market, Hunter’s role involves oversight of overall cost and organizational management, as well as strategic planning for the market as a whole.

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