Managers of Wealth Americas

Boston Private Appoints New Technology Leader

Maura Almy joins firm as Chief Operating and Platform Officer

Santander Bank Appoints Commercial Banking Market Director for New England

He reports to David Harnisch, Santander Bank’s head of Commercial Banking.

Union Bank appoints Private Wealth Advisor to serve Los Angeles market

Leibovici joins the bank with more than 13 years of broad industry experience including portfolio management, trust and estate design and customized lending, including real estate, aircraft finance and cross-collateralizations.

First Republic Adds Three Wealth Management Professionals

All three will work at First Republic’s Jackson office at 545 West Broadway, which provides full-service private banking, private business banking, and real estate lending in additional to wealth management.

Schroders adds head of U.S. defined contribution and insurance sales

Schroders also promoted seven-year company veteran Tiffani Potesta to a new position as head of distribution strategy, North America.

Amundi appoints head of US fixed income

She headed Standish Mellon's Tax Sensitive and Insurance investment platforms and managed portfolio management, credit research, trading, and client relations.

President of Evercore Wealth Management announced

Jeff Maurer said, "I have worked with Chris Zander for 25 years and know that as President of both Evercore Wealth Management and Evercore Trust Company he will help us continue to grow while never losing sight of our values."

Atria Wealth Solutions Adds Head of Practice Management

This new division will focus on providing advisors with the tools and resources to support their growth and optimize their practices.

Investment giant PIMCO is quietly poaching executives from Blackstone and State Street as it plays catch up in a $5 trillion market

PIMCO launched the first active ETF, but other managers are lining up to encroach on the firm's dominance in fixed income.

Adam Sansiveri To Head Bernstein's New Nashville Private Client Office

Nashville-born Bernstein veteran brings local ties to lead client service for middle Tennessee area

Ladenburg Subsidiary Recruits $180 Million Practice from Ameritas

Ladenburg’s subsidiaries have made several new hires in recent months.

Goldman Sachs is Losing its FX Trading Co-Head to Retirement

Christopher Taendler is departing the firm just two years after making partner.

Rockefeller hires ex-Goldman family office head for top role

“I am thrilled to join Rockefeller Capital Management and the experienced leadership team that Greg has assembled”

Merrill Divisional Head Vince Fertitta Steps Aside

Fertitta’s change highlights the fragility of middle-management positions at large firms and also may indicate a broader management reorganization at Merrill Lynch Wealth, insiders said.

Longtime DLA Piper Partner Becomes First General Counsel of Chicago Wealth Management Firm

Rudnick, a third generation Partner with DLA, takes on a new executive role with Chicago-based financial services firm Cresset Capital.

Goldman Sachs Names Giovanni as Co-Head of Global TMT Group

The promotion comes as Goldman Sachs is bolstering its tech investment banking business, with a focus on Asia.

Former BNY Mellow Legal Exec Goldenberg Joins Reed Smith

Goldenberg additionally served as legal counsel to the consumer deposits team at Bank of America and led the advice and guidance team at Morgan Stanley.

Morgan Stanley Hires Ex-UBS Complex Manager in Southern California

Bigler, who had not been registered as a broker since his exit from UBS, declined to comment.

National Holdings appoints Managing Director, Chief Market Strategist

Before joining AMG, Mr. Horgen founded a private equity firm, Eastside Partners

Bank of America hired a NY equities MD from RBC Capital Markets

Ahead of Brexit in March, banks have been moving teams out of London.

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