Managers of Wealth Americas

Mizuho Hires Stancel Riley as Head of Financial Sponsors Group

He has 20 years of investment banking experience

Atria Wealth Solutions Adds Key Executives for Growth Plans

As we enter an important growth phase of our firm, the story of how we’re doing things very differently from others in our industry

Barclays International Announces New Managing Directors

The following individuals from across Barclays International have been promoted to Managing Director.

John Rogers Named President & COO At Veracity Capital

Experienced Leadership with Operational Efficiency, Advisor Support to Provide Best Client Outcomes, Fiduciary Focus

NYC Appoints Former White House Private Equity Expert as CIO

Alex Doñe will provide direct investment advice to the five New York City Retirement Systems.

RBC GAM adds to responsible investing team

Homer will also support the fixed income investment teams with developing innovative impact investment capabilities at the firm.

Patterson Belknap Announces Six New Partners and Two Counsel

Below are brief biographies for the eight promoted attorneys.

BBVA Compass names new wealth head

The reorganization resulted in BBVA Compass’ investment and insurance business lines coming under a single unit called Investment Services.

Aksala Wealth Advisors Joins HD Vest Network

Guido said he chose to partner with HD Vest Network because of their commitment to managing taxes and wealth together, which he views as an advantage in a competitive marketplace.

Calamos Wealth Management Expands New York Office

He was previously a senior vice president and wealth advisor at Neuberger Berman

Morgan Stanley advisor joins JPM Private Bank

Montemayor had joined Morgan Stanley's Miami office in March 2017 from Deutsche Bank where he was a managing director.

Finitive Appoints Neil Wolfson To Board Of Directors

In this role he oversaw all debt and equity investing, asset allocation, and investment management for the billion-dollar multi-generational family office.

RBC Global Asset Management Strengthens US Responsible Investing Team

Prior to joining RBC GAM, Catherine has held leadership roles at the New York City Retirement Systems, Bureau of Asset Management and at Goldman Sachs, Lehman Brothers, Paloma Partners and C3 Capital.

Jensen Partners Adds Two New Hires As Part of Continued Growth Plan

Before getting into recruiting, Bianchini worked as a wealth management analyst at Bank of America Merrill Lynch.

UBS Shuffles U.S. Wealth Arm

Sergio Ermotti, the bank's chief executive officer, wants to grow the business in a market that has a volume of about $2.4 trillion.

Barclays Appoints David Parrot as Head of US West Coast Biotech Banking

Mr. Parrot is expected to start in early March 2019.

Private Wealth Advisors Join Rockefeller Capital Management

Ryan and Epperson oversee assets totaling $1.4 billion and $800 million, respectively

Former CalPERS CIO Eliopoulos headed to Morgan Stanley

Mr. Eliopoulos is acquainted with Morgan Stanley because CalPERS hired Morgan Stanley Investment Banking to help restructure the pension fund's troubled housing portfolio.

Tillman Private Equity Services Hires Fund Administration Veteran

Tillman’s exceptional reputation, first-class talent, and focus on innovation made this a really attractive opportunity for me.”

Evercore hires internet banker from Citi

Kajani, a managing director, joined Citi in 2009 from UBS and has advised on more than 100 transactions including mergers and acquisitions, initial public offerings, pre-IPO capital raising and debt deals

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