Managers of Wealth Americas

Withers scales up in LA with three new senior hires

Importantly, they also complement our focus on key sectors such as tech, entertainment and fashion, and will be of great use to our clients in those areas.

LPL Financial Welcomes SCU Investment Services

They join from Cetera Financial Services.

Golden State Wealth Management hire two new managers

Golden State is composed of Golden State Wealth Management, Golden State Asset Management, and also Golden State Equity Partners.

Berdon's Family Office Group Earns PAM Award For Best Business Consulting Firm For Family Offices

This honor, spotlights Berdon's commitment to excellence in the delivery of client service which is best demonstrated by our approach of listening to client issues, solving their problems, and delivering innovative solutions that exceed expectations.

Everest hires four E&S casualty excess underwriters

Thompson was previously an account executive at CoverX Specialty, underwriting excess and specialty insurance accounts.

Chubb’s Gunter replaces Hendrick as AXA XL CEO

Hendrick said: “I am proud of the work done together with our colleagues in creating the new AXA XL division. As I move on, I am convinced that the expertise, ability to innovate and customer focus which are at the heart of our DNA will be key asset

Alan Biller and Associates names Oregon CIO as new CEO

Mr. Skjerven’s start date has yet to be determined

Grant Thornton names David Platt to East region leadership role; expands regional role for Nichole Jordan

The twin roles complement an already-existing position held by Grant Thornton Partner Tony Perazzo

Goldman Loses Two Teams Generating $32.5 Mln to UBS, First Republic

Adding to the pain of losing high-producing and influential teams—both Devine and Zakrocki were on Goldman’s Advisory Council and Zakrocki and Clearly were elevated to managing directors in 2017—is their relatively young age.

First Republic adds three-member team of wealth managers

Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals

Exclusive: JPMorgan Shakes Up Investment Bank in Leadership Makeover-Sources

The appointments are part of a sweeping reshuffle in which some senior executives will take on "rainmaker" roles.

Aspen hires new chief risk officer

Cloutier said Ottaviano’s “proven ability to understand business needs and challenges, coupled with her excellent experience developing financial and risk management strategies, make her a valuable addition to our strong leadership team.&r

Vontobel AM makes North America push with senior appointment

"Klepacki brings a disciplined and client-focused mindset that supports our commitment to providing tailored and sustainable solutions to investors," said Thomas Wittwer, chief executive officer of Vontobel Asset Management, US.

First Republic Puts Big California Producer on Leave

A First Republic spokesman confirmed that Feinstein is on leave but declined to comment on the reason or on sources’ allegations that the issue may have involved plans he was making to start his own advisory firm.

Ameriprise Adds Merrill Team With 3 Reps

The Barbaro, DeMartino & Tucker Group joins the firm in New Jersey with about $194 million in assets.

Comerica Names EVP of Wealth Management

Carr earned a Bachelor of Arts in Business Management/Finance from North Carolina State University and attended the United States Navy Supply Corps School.

Merrill Lynch Names New Business Development Exec

Young’s team will also head up the market executive strategy council, which includes eight market executives representing advisors to senior management, Barron’s writes.

Wells Fargo to replace CEO of wealth, investment management unit

New model creates flatter line of business structure and brings greater focus and accountability to the company

Captrust adds $650m NC wealth management practice

The Wilmington-based firm, with five advisors and assets of $654 million, joins CAPTRUST's wealth management practice

Morgan Hill Partners Taps Howard Joyce to Establish Bay Area Office

Joyce is an accomplished senior operations executive with a diverse range of strategic and tactical experience

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