Managers of Wealth Americas

International law firm annouces 14 partner promotions

We are glad to promote talented new partners across our practices and to bring them into the firm’s leadership across our European, US and Asia offices.”

Withers re-appoints longstanding chief Robertson to fourth term after uncontested election

Since her appointment as sole managing director in 2007, Robertson has driven huge overseas expansion across America, Asia and Europe in a bid to push into markets for high net worth clients.

$465M Merrill team makes first career change, jumps to RBC

The advisors will be joining the Conshohocken branch of RBC in Pennsylvania, which is managed by branch director Joe Mooney.

Goldman Sachs to name David Solomon as new boss

Solomon has been at the forefront of the bank's forays into cryptocurrency

SEI gatekeeper jumps to $1trn asset manager

She reports to John Escario, vice president of portfolio construction group, US intermediaries

First National Bank Announces New Director, Private Client Services

We're pleased to welcome Tony to First National Bank

The Wealth-Management Arms Race Is Heating Up

Big banks are bolstering their private-banking efforts amid growing competition from boutiques and some high-level defections.

BNY Mellon Wealth Management names senior wealth director

Khalil holds a Bachelor of Science in finance from Indiana University.

JPMorgan Banker to Billionaires Joins UBS for Family Office Team

Family offices have “become increasingly sophisticated and agile,” Justicz said in the memo.

Janney Welcomes 45 New Hires to the Firm’s Private Client Group in Second Quarter of 2018

Janney continues to attract top notch advisors in key marketplaces throughout our footprint

Northern Trust COO Jana Schreuder to Retire

Jana joined Northern Trust in 1980

The Wealth-Management Arms Race Is Heating Up

Lisa Yang, who also worked at U.S. Trust, started earlier this month as an associate banker working with ultra-high-net worth clients.

MUFG Hires Stephanie Brandley as Head of Alternative Asset Manager Coverage Group for Wholesale and Investment Banking

Mrs. Brandley began her career with the Federal Reserve after earning a BA from Hollins University in Roanoke, VA.

Causeway Capital names head of global institutional sales

Mr. Osterkamp previously was managing director

MoFo adds partner to global antitrust practice

Ms. Phelan joins the firm in Washington, D.C. after more than 25 years in the Antitrust Division at DOJ

Wells Fargo hires head of global equity strategya

She also will establish the equity strategy methodology, drive investment thought leadership and communicate equity strategy to internal leaders, investment professionals, and clients, as well as the media.

Snowden Lane Partners Welcomes Former Raymond James Advisor

He provides comprehensive wealth management services for high net-worth clients, both international and domestic.

Raymond James, Commonwealth shake up their C-suites

The firm is “taking a methodical approach” to finding its next CFO, Commonwealth CEO Wayne Bloom says.

Meet the new COO at Tampa Bay’s largest bank

She will also be the primary interface between the bank’s business units and information technology team.

Argentina wealth manager hires strategy director from rival

Raymond James initially partnered up with Tapia when the US firm took over his company

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