Managers of Wealth Americas

LPL Hires UBS Exec to Head Business Development

Before joining UBS, Steinmeier had stints at Merrill Lynch, including as director of business development, and at McKinsey, LPL says.

Tri-Star Trust Bank CEO to retire, new leadership selected

Flegenheimer said everyone will miss Preston's daily insights but will maintain his presence as an active member of the board and as a consultant.

Templeton wealth boutique hires BNY WM int’l director

Earlier in his career, Barrocas worked at Bank Hapoalim, first as a private banker and Brazil and Chile team leader, and then as head of the investment advisory group.

One of Cincinnati’s largest money management firms gets new leader

Roberts has more than 15 years of experience in the investment advisory business and was with Hilliard Lyons Capital Management before joining RiverPoint.

Hilton Capital Appoints Katherine J. Cathcart as Relationship Manager

Ms. Cathcart holds the Certified Investment Management Analyst designation and resides in Boca Raton, FL with her family.

Merrill Lynch private wealth manager promoted to managing director

He received a bachelor’s degree from Hamilton College.

Will Powell named Market Executive for U.S. Trust’s Georgia Market

Prior to taking on this role, Will was part of Bank of America’s Wholesale Credit Underwriting Group

Lazard appoints MaD in Middle Market Telecommunications, Media & Technology Group

Prior to joining Lazard, Mr. Parker was a Managing Director and head of Communications, Internet & Media mergers and acquisitions at SunTrust Robinson Humphrey since 2015.

Alcentra Expands U.S. Direct Lending Team

Appoints Peter M. Glaser and Suhail A. Shaikh as Co-Heads of U.S. Direct Lending

Man FRM appoints Sector Head of Relative Value and Private Markets

In her role at the public pension fund, she helped manage a portfolio of global hedge funds, private equity, private credit, real estate and real asset investments.

Citi Private Bank’s Law Firm Group Adds Industry Veteran to Senior Leadership Team

Mr. Grossman joins from Wells Fargo where he was one of the cofounders of its Legal Specialty Group.

Senior Julius Baer LatAm execs joins rival Swiss PB

Feuz has been slated to be the executive chairman of the firm's Bahamanian business, according to the statement.

LPL’s Bill Morrissey to step down as firm taps replacement from UBS

He recently led the firm’s retention efforts after its acquisition of National Planning Holdings.

Citi Private Bank’s Law Firm Group Adds Industry Veteran to Senior Leadership Team

Jeff Grossman rejoins as Head of Business Development

Withers Bergman Hires Estate Planning Attorney

Amy is an active member of the trusts and states section of the State Bar of California and the estate planning, probate and trust section of the Bar Association of San Francisco.

This NFL star turned Wharton MBA grad landed a big job at Goldman Sachs — here's his No. 1 key for success

In May, Tuck graduated from The Wharton School at the University of Pennsylvania, ranked by Forbes as the No. 1 business school in the country, with a Master of Business Administration in management.

$150M Wells Fargo Team Joins Snowden Lane Partners

They will work alongside Snowden Lane’s existing San Antonio-based operation, the Strategic Management Group, which joined Snowden Lane from Merrill Lynch in 2017.

DataRobot Appoints Veteran Banking Executive

Former SunTrust Executive Joins DataRobot to Support Company’s Leadership in AI Applications for Banks

Morgan Stanley Hires Electronic Trading Vet for Bond Effort

Automating bond trading is a “ major priority” after Morgan Stanley succeeded in digitizing stock trades, helping it become the top equities shop globally, CEO James Gorman said earlier this month.

UBS Robo-Banker Joins Rival

Steinmeier has joined LPL, a brokerage that stands in direct competition to UBS in U.S. wealth management

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