Managers of Wealth Americas

Bernstein Appoints New Senior Leadership in Private Wealth Management Division

Kathleen Fisher to Retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management

Barings Names Patrick Hoefling as Chief Financial Officer

Patrick will be responsible for Barings' financial strategy, performance and reporting.

BNY Mellon Wealth Management Names Raymond J. Janvier as Senior Client Strategist in Washington, D.C.

Prior to joining BNY Mellon Wealth Management, he served as a Private Client Advisor and Senior Vice President at Bank of America Private Bank, where he was responsible for the acquisition of new clients

UBS Hires Schwab “Private Client” Broker in Indiana

While the firm’s executives say they target million-dollar-and-above producers, several U.S. brokers said a significant number of their colleagues are in the $700,000-$1 million range.

BNY Mellon Wealth Management Names Kent C. Moegerle as Regional Head of Client Strategy in Atlanta, GA

Prior to joining BNY Mellon Wealth Management, Kent served as a Private Wealth Management Division Executive at SunTrust, where he was responsible for driving revenue growth and development of key corporate and market initiatives.

Global law firm boosts Tax group in Montréal

Marc regularly shares his exceptional insights with the broader tax and legal communities

Homrich Berg Names Veteran Wealth Management Leader As President

Prior to that role, Thomas was the Chief Executive Officer of GenSpring Family Offices, SunTrust's multi-family office subsidiary, which provides independent advice to ultra-high net worth families.

Citigroup Names New Retail Banking Leader

David will be responsible for continuing to transform and grow these businesses while delivering best-in-class customer experiences.

Everest names new president of North American P&C

“We look forward to him leading Everest Insurance® North America P&C with the same level of enthusiasm, focus and results”

ASB Real Estate Investments as COO

A former partner and managing member at JBG Companies, Cinkala oversaw that company’s mixed-use development projects

Wells Fargo Names New Chief Strategic Enterprise Risk Officer

Sloan to report to Chief Risk Officer Mandy Norton

Dechert boosts private funds practice

Private Funds Partner Omoz Osayimwese Joins Dechert in New York

Spectrum Equity Announces 2020 Promotions

Promotions Include John Connolly, Leah Palmer, Carolina Picazo, Cameron Ghorbani, Jamie Mitchell and Sam Todd

Wells Fargo Loses More FAs to This Rival

Stifel also nabbed a pair of brokers from Wells Fargo Advisors in December

HSBC Global Asset Management appoints global institutional business chief

Details on his replacement could not be learned.

Raymond James Nabs FA from USAA

The recent addition comes at the end of a successful quarter for Raymond James, recruiting-wise.

Hamilton Lane appoints Chief Financial Officer and Treasurer

Hamilton Lane CEO Mario Giannini said, “Atul is an experienced senior financial officer whose expertise in finance, accounting and business strategy we think will benefit us greatly as our business continues to grow and evolve.”

National law firm announces partner and counsel promotions

The promotions are effective January 1, 2020.

NJ Law Firm Makes Several Key Leadership Changes

Scarinci Hollenbeck Announced Several Key Leadership Changes in the Firm's Commercial Real Estate, Corporate Transactions & Business Law and Tax, Trusts & Estates Practice Group

CEO of Peapack-Gladstone Bank Appointed to Federal Reserve Bank of New York Board of Directors

Each Federal Reserve Bank has nine directors who represent the interests of their District and whose experiences provide a wider range of expertise which helps the Federal Reserve Bank fulfill its policy and operational responsibilities.

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