Managers of Wealth Americas

Andersen Tax Expands in Metro D.C.

“The team’s overall emphasis on tax and strategic planning and implementation of carefully planned business decisions make them an ideal addition to our firm.”

Chubb appoints head of Global Accident & Health business

The appointment is effective immediately.

Chubb Names Division President of ESIS

Mr. Higdon holds two bachelor of science degrees in the social sciences from Northern Illinois University

More Morgan Stanley and Wells Fargo FAs Flock to This Rival

The pair previously oversaw $136 million at Wells Fargo Advisors, Raymond James says. They’re joined by registered client service associate Anne Gotingco, according to the press release.

Northern Trust Wealth Management appoints Chief Operating Officer

Will Serve as COO of Trust & Advisory Practice

Former Uber Executive Hired By Hedge-Fund Firm

Emil Michael had served as Uber’s chief business officer, but left following a workplace-culture probe

Nordea hires former LarrainVial fund selector for Chile office

He'll be based at the firm's recently-opened office in Santiago, which was set up to serve as a hub for the region.

Virginia banker elected chairman of American Bankers Association

Szyperski is a past chairman of the Virginia Bankers Association and currently serves on VBA’s board and chairs the VBA Education Foundation.

Nordea hires former LarrainVial fund selector for Chile office

Nordea operates as a multi-boutique asset manager and, as well as its own funds, distributes products from external firms under its own label.

Oppenheimer Wealth Boss to Pass the Baton

Harrington, who currently runs sales and marketing for the asset-management unit, has been with Oppenheimer for 25 years, the company said.

Union Bank Expands San Diego Wealth Management Team

"With our expert wealth team and specialized products and services, Union Bank has built a solid reputation for serving the complex needs of individuals, families and businesses," said Sherline.

Janney Names Head of Investment Solutions

Jessica Landis was previously the director of Financial Planning and led a team that won a 2018 WealthManagement.com Industry Award.

Former Wells Fargo Equities Head Lands at ETF Innovator

Rick also served as President of Wells Fargo Portfolio Risk Advisors (an SEC-registered investment advisor) specializing in the design and management of equity-derivative portfolio overlay strategies for institutional clients of the firm.

Leading Emerging Markets Team Joins Winston, Expanding Reach in Africa and LATAM

Tom advises U.S., European, and emerging markets companies and private equity funds in connection with equity and asset acquisitions and dispositions

Former UBS Wealth Boss and Ex-Merrill Exec Join Indie Firm

Hoekstra will serve as chairman of the firm, Straus said, but declined to discuss the precise roles either of the new executives will play.

Global Family Office appoints new MD

Cuneo is the latest senior addition to the Rockefeller team since the firm was relaunched in March.

Head of JPMorgan’s US private bank resigns

Kelly Coffey, who spent 25 years at the company, is leaving to take a new job

Barclays Appoints Head of Global Technology Services Banking

Mr. Wehle will be based in New York, and will report to Greg Dalvito and Laurence Braham, Co-Heads of Technology Banking, Americas at Barclays.

BNP Paribas AM appoints Head of Stewardship Americas

He has been an active member of a wide variety of ESG networks and organisations, and has been instrumental in helping companies to evolve their corporate practices in key areas.

Goldman Sachs shuffles top Asia leadership

Asia investment banking co-heads moved from management job to ‘chairmen’ role

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