Managers of Wealth Americas

Piper Jaffray Expands Technology Investment Banking with Hiring of Robert Berstein

While at DCS, Berstein co-founded and led the internet and digital media practice for the firm.

Fireman Capital hires ex-Bank of America Merrill Lynch executive Wes Mendenhall

Mendenhall served as an active duty paratrooper in the U.S. Army 82nd Airborne Division.

Wayne M. Hewett Joins Board of Wells Fargo & Company

Their collective efforts have positioned the company well to continue strengthening risk management oversight and practices

Mercer appoints Calgary wealth business leader

Field joins Mercer from ATCO Group, where she was most recently vice-president of HR.

Merrill’s PBIG Hires Wife of Broker Fired for Excessive Trading

Her hire is heartening some lawyers, brokers and recruiters who complain that brokerage firms have become over-cautious in their sensitivity to compliance and reputational issues and who also applaud its significance for women’s career autonomy.

Washington Trust Announces New Private Client Group

Confessore Leads Team Which Includes Former RISCPA President Bob Mancini

Citi Private Bank names CIO and chief economist

Wieting will retain his current role as chief investment strategist, which he has held since May 2013.

BMO Financial Group Announces New Financial Crimes Unit

The Financial Crimes Unit brings together existing capabilities around cybersecurity, fraud, and physical security from across the enterprise into an integrated central function.

Blank Rome Welcomes Accomplished Corporate Partner in New York

“The Firm has been recognized time and time again for their work in corporate law and M&A transactions, and I could not be more excited to join a group of such talented and dedicated attorneys.

HighTower Names Industry Veteran Bob Oros as New CEO

With $60 billion in client assets and 92 advisor teams, HighTower has expanded rapidly in the years following its founding 11 years ago.

Bank of America's co-head of EMEA equities trading quietly moved to New York

His move was not reported at the time. In his new role, Sanders is understood to be heading execution services trading for the Americas region.

Leading Investment Banker Joins Clifford Chance

Prior to joining the Firm, he was managing director and head of Real Estate, UBS Investment Bank – Private Funds Group

Election New Partner and Elevates Three to Counsel

She has been recognized as a "Rising Star" in family law by Super Lawyers.

Appointment at Neuberger Berman

The PRI aims to support the adoption of ESG integration in investment strategies across the globe

Eagle Asset Management Promotes Senior Executives

"The team has extensive experience working together across a range of sectors, and a proven model to uncover overlooked opportunities in the small-cap and small- to mid-cap spaces."

Morgan Lewis Adds Immigration Attys From Baker McKenzie

Shannon and Laura are well positioned to assist our clients

JPMAM’s Nicholas Gartside to step down

Mr. Gartside joined JPMAM in 2010.

BlackRock’s Landers joins LatAm giant in senior role

A native of São Paulo, Landers has been based in Princeton, New Jersey since joining BlackRock back in 2002.

LPL Financial Poaches Credit Union Wealth Management Program from CUSO

Gonzalez has been in the financial services industry for 15 years, while Dabros helped build the credit union’s investment program, LPL says.

TA Associates Announces 2019 Global Staff Promotions

We are delighted to announce these team members’ promotions, which were earned through their hard work and dedication to TA, our portfolio companies and our limited partners,” said Brian J. Conway, Chairman and Managing Partner at TA Associate

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