Managers of Wealth Americas

Wilmington Trust Expands on the West Coast

Previously with BNY Mellon Wealth Management, Merryll joins recent list of new market leaders and senior wealth advisor in, Boston, Atlanta, New Jersey, and Los Angeles

MAI Taps Olha Paluch As Managing Director And Senior Wealth Manager

She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.

BNY Mellon Wealth Management Names Larry Tekler as Senior Director, Team Leader in Newport Beach, CA

Larry joins BNY Mellon Wealth Management from a personal family office he founded, focused on private investments in individual real estate transactions and partnership investments.

Aegis Capital Corp. Hires Two Veteran Compliance Officers

They both bring an expansive amount of knowledge and will be valued additions to the compliance staff.

Cresset Names Barbara Young as Co-Head of Family Office Services

Young joins Bill Rudnick in leading the Family Office Services group at Cresset, which has grown to $9.8 billion in assets under management in less than three years.

Advisor Group Welcomes Richard Page To Ladenburg Thalmann & Co. Inc. As Managing Director In Healthcare Investment Banking Group

Veteran Executive Joins Advisor Group's Investment Banking Arm to Expand Relationships with Corporate Healthcare Clients

Leadership changes at F.N.B.'s private bank

Yates joined F.N.B. in 2008 as group manager of private banking following a 26-year career with National City Bank capped by serving as deputy chief credit officer.

NISA Investment Advisors picks new CEO

He will succeed Jess Yawitz.

Blackstone Announces Appointment of Gene Lockhart, Former CEO and President of Mastercard, as Senior Advisor

His experience helping companies navigate the rapidly changing technological landscape across the financial sector will strongly benefit our entire team.”

Franklin Templeton Announces Adam Spector as Head of Global Distribution

Adam Spector is a veteran business and distribution leader, with over two decades of experience with Brandywine Global and more than three decades in the industry.

LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Keith Boyd

He has also aligned with Gladstone Wealth Partners,

Alex. Brown Hires $280 Mln-Asset UBS Miami Team, LPL Nabs $180 Mln Wells Broker

At least six UBS advisors have made the trek to Alex. Brown’s 600 Brickell Avenue branch since December

K&L Gates adds investment funds partner in Boston

Before returning to private practice, Lekander served in the roles of managing director and managing counsel at State Street Global Advisors

Schwab Announces the Appointment of Two New Board Members

The company also announced Roger O. Walther’s decision to retire from the Board

BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL

Barry brings three decades of portfolio management, strategic planning, and family governance experience to our team," said Moegerle. "

Schroders boosts LatAm sales team with Brazil hire

Vinicius reinforces the experience of our local team

Chubb Integrates North America Accident and Health Businesses

Chris Martin named Division President of Chubb North America Accident and Health; James Walloga to continue overseeing North America Specialty Accident and Health

Pershing Loses 30-Year Vet to Consulting Group

Financial Services consulting firm expands strategic consulting talent

Co-CEO to retire after 25 years of The Carlyle Group

Glenn will step down as co-CEO and retire from the firm on September 30, 2020 and will work with the rest of management to transition his responsibilities over his remaining tenure.

Kestra Financial Nabs Indutry Leader

His responsibilities will include driving Kestra Financial’s revenue growth, executing and expanding the company’s existing growth strategy, and furthering the continued evolution of Kestra Financial’s value proposition.

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