Managers of Wealth Americas

BNY Mellon Wealth Management names Senior Wealth Director

Prior to joining BNY Mellon Wealth Management, LaDieu was a Senior Private Banker at BBVA Compass for five years, where he earned the Pinnacle Club honor twice.

Benoit and McCartan Join Archer

Christina Benoit, an experienced investment middle office effectiveness consultant, joins Archer from Accenture to work with investment managers seeking effective business growth.

Duane Morris names co-chairs of private equity group

“They will bring some fresh and exciting ideas to the business, and will exert their energies to growing the division both organically and through key lateral hires.”

DE Shaw taps veteran as co-head of traditional investment operations

Quantitative pioneer D.E. Shaw will have a new co-leader for institutional asset management.

AIG Board of Directors Election

We are pleased to add Tom as a new Director

Freedom Bank Implements Market Expansion

Freedom Bank is excited about the dynamic growth opportunities in Prince William County

Ex-UBS managed portfolio head joins Edward Jones

At UBS, Regan was head of managed solutions and portfolio guidance, where he had oversight of discretionary management and manager research.

BNY Mellon Wealth Management Name A Senior Wealth Director in Dallas, Texas

The Pinnacle Club is the bank's highest distinction for exceptional performers.

Former Barclays Wealth Head Joins WealthTech

Since its founding in 2016, WealthTech has developed the technology to generate professional financial planning and advice for individuals regardless of their level of wealth, and to deliver this advice in a timely manner through both mobile applications

Perkins Coie Continues New York Growth

He focuses on licensing, outsourcing, intellectual property, e-commerce, online liability, user-generated content and legal issues raised by emerging technologies.

Robins Kaplan Announces Leadership Transitions

Both appointments were effective January 1, 2019.

LPL Nabs Bank-Based Advisors from Raymond James

LPL has lured several wealth management practices from rivals in recent weeks.

Wells Fargo Loses More Veteran Reps to These Rivals

Tufenkjian had been with Wells Fargo for her entire 13-year career in the industry, according to her BrokerCheck profile.

Wealth Management Team joins First Republic

They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, non-profits and foundations at First Republic’s High Bluff office

Citigroup names new head of Canada energy banking

M&A activity in the Canadian energy sector is expected to pick up again this year

Perella Weinberg Plans to Name Peter Weinberg as CEO

Perella oversaw investment banking at Morgan Stanley before striking out on his own

Circle Partners appoints VP of Business Development United States

Prior to joining Circle Partners, Neri was Head of Client Relations, North America / Chief Operating Officer for Mainstream Fund Services (formerly Fundadministration Inc) based out of New York/Florida.

Carson Wealth Nabs $500M Wells Fargo Team: Recruiting Roundup

LPL has added a team from Wintrust Investments with $640 million in assets to its hybrid platform.

Goldman Sachs poached JPMorgan's head of data engineering for the investment bank

Six months can be a long time though, and JPMorgan made some big machine learning hires last year - adding Manuela Veloso in May and Apoorv Saxena in August.

Goldman's $US500 million lawyer is ready to call It quits

The exit of former CEO Lloyd Blankfein last month handed the long-time legal chief a mantle held by few: nobody at the firm today owns more of its stock than Palm, with a kitty of a million shares.

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