Managers of Wealth Americas

Moneda hires $1.2bn Santander Chile PM

Larraín took over Lira’s responsibilities, which included running four portfolios investing in global assets, including the Moneda International Fixed Income IG and the Moneda US Equity.

Adviser team managing $340 million at UBS goes indie with Kestra

Jeffrey Boudjouk, two other advisers and assistant set up hybrid in Rhode Island

Sweetwater Capital Partners appounts Managing Partner

He will principally focus on sourcing and underwriting secondary and direct opportunities in private, high-growth companies. Since 2016, Mr. Parise has served as a Senior Advisor to the firm.

Soros's One-Time Investment Chief Burdick Is Said to Leave

Burdick had a variety of roles during his tenure. He was at one time the head of distressed debt and arbitrage groups before being promoted to CIO in January 2016, succeeding Scott Bessent.

BNY Mellon Wealth Management names new CEO

She will be responsible for setting the strategic direction of BNY Mellon's Wealth Management business

Brinker Capital Names New CIO After Hiring Spree

Jeff Raupp was named CIO of Brinker Capital, a Berwyn, Pennsylvania-based firm with $21.9 billion of assets.

Real Estate Finance Team Joins King & Spalding’s New York Office

Both of the firm’s finance and real estate practices are nationally recognized by Chambers USA.

Pershing Square vice chairman Fraidin joins Cadwalader as partner

"I can’t wait to jump in and look forward to contributing to the continued growth and expansion of the practice,” Fraidin said.

Natixis Announces Senior Appointments to CLO, Middle Market Finance and Global Structured Credit Solutions Business

Extends track record of strong growth, development and tenure of key executives

Clifford M. Sladnick Joins TAG Financial Institutions Group as Managing Director and Head of Chicago Office

Mr. Sladnick has a distinguished and unique 37-year career which includes roles as a CPA

CIBC Adds Two Bankers In Denver

Rooney will work with middle-market companies on lending and deposit solutions.

Ex-BlackRock VP joins ambitious crypto asset manager

Prior to Commonfund, she worked at iShares for more than five years

Connecticut investment officer resigns after 10 days

Nappier praised Crawford's "hands-on experience" and "depth of knowledge" at the time of his hiring.

Merrill Trio in Midwest Bolts to J.P. Morgan

J.P. Morgan, whose retail brokerage roots lie in its parent’s financial crisis-era purchase of Bear Stearns & Co., has been building its small force of about 400 advisors

Metaurus Advisors appoints senior MD and Partner

He has served in senior management roles with Los Angeles- and Hawaii-based investment advisory firms.

Stifel names former Merrill CIO as new investment head

Prior to this, he spent over 18 years at Wilshire Associates where he held various roles including chief investment officer and head of the firm’s Wilshire Funds Management Group.

Stifel taps insider to fill CIO role for BD unit

He will lead the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel’s Private Client Group.

Foresters Financial Strengthens Management of First Investors Global Fund

Pedro Marcal will take on the newly created position of Director of International Equities

Castle Ridge Asset Management tasks Former JP Morgan Managing Director, Edwin Li, to Expand Artificial Intelligence Fund

Edwin holds an H.B.A. with Distinction from the Richard Ivey School of Business and was one of the youngest Managing Directors promoted at JP Morgan during his tenure.

John Morey Joins Fiduciary Trust’s Leadership Team

Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service

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