Managers of Wealth Americas

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

Bank of America Names New Denver Market President

Patel joined the bank in 1985, and has held roles in strategic planning, finance, credit products, and relationship management throughout the Midwest.

German American Announces Appointments to Its Board of Directors

He is a lifelong resident of Daviess County, Kentucky and farms full-time in western Daviess County.

Argent Trust hires Regions' wealth management vet for SVP role in Bham

Roebuck was previously manager of the Birmingham trust department in the private wealth management division of Regions Bank, where he provided trust services for more than 40 years.

City National Names Linda Duncombe to Lead Marketing and Product Strategies

Thom Miller Retires After 18 Years with the Bank

Election of Seven New Partners at Bracewell

"Each is an accomplished practitioner whose commitment to the legal profession, community involvement and client service represents the best of our firm's culture."

International law firm boosts Finance & Restructuring Group

He has significant experience advising on transactions, counseling clients on adapting financial products or services in light of the regulatory landscape

Franklin Templeton multi-asset manager exits after 12 years

Nelson and May will also remain co-lead portfolio managers on the Luxembourg‐registered Asia‐focused Franklin NextStep Stable Growth

Euroclear eyes strategic push in US with new Americas head

Global Custodian understands the promotion marks a new strategic focus for Euroclear to drive sales with financial institutions in the Americas region.

MUFG Investor Services Appoints Director of Business Development

Ms. Jeffers-Flynn joins from Brown Brothers Harriman

Advisors Capital Management appoints new Partner

Lieberman added, “As a partner, the firm will benefit even further from her enhanced position to provide significant input in every part of the firm’s operations.”

Ken Foley joins Spearhead as Managing Director of Wealth Management & Strategic Partnerships

Prior to joining Spearhead, Mr. Foley spent 17 years at Lombard International, holding many different responsibilities and roles during his tenure.

Scott W. Sims Joins Dresner Partners as Senior Vice President Industrials

Dresner Partners has established a great reputation in the middle-market, both domestically and internationally, over its nearly 30 year history,” said Scott W. Sims.

Sanctuary Wealth Partners expands team

At Sanctuary, Simmons will continue to focus on institutional fixed income investing and services and explore private investment opportunities suitable for ultra-high-net-worth investors.

BBVA Compass names new CEO

BBVA Compass is the second largest bank in metro Birmingham and maintains a large employment base in the Magic City.

Mizuho Hires Josh Weismer as Head of US Equity Capital Markets

Capital markets activity among our specialty areas of TMT, healthcare, energy, utilities, industrials and consumer is growing quickly for us,” said Dewing.

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