Managers of Wealth Americas

Peapack-Gladstone Bank Hires New Senior MD, Commercial Private Banker

Mr. Glaush is a seasoned financial services professional with more than 25 years of experience in the industry.

Waddell & Reed chooses new CIO

Mr. Hanson was head of impact investing at JANA Partners.

Kudu Investment Management boosts team

He brings more than 25 years of market research experience in the investment management industry to her new post.

Evercore Wealth Management announces three partner promotions

These promotions reflect years of outstanding contributions to our Firm

Fortis Private Bank boosts board

Ms. Andrich joins the Board of Directors of both Fortis Financial, Inc. and Fortis Private Bank

Atria Wealth Solutions Adds General Counsel to Expanding Team

"This hiring is a reflection of our growth plans.

Balentine appoints Head of Family Office Services

In addition to an impressive career in asset management, Mark Bell has lectured at the University of Oxford in England

BNY Mellon hires former Obama chief of staff

He has also served on the boards of a number of corporate, academic, medical, charitable and civic organizations, and is a recognized authority on business and economic growth, global competitiveness and international trade.

$275 Million Former Merrill Lynch Team Joins Sanctuary Wealth

Enclave Wealth Advisors expands Sanctuary’s network to California

Kennedys increases footprint in Chile with six-strong team

The team acts for Chile’s largest insurers and reinsurers, as well as international insurers, reinsurers and corporates.

Frazier & Deeter appoints International Tax Partner

Prior to joining FD, Dawson served as an International Tax Partner with two Big Eight accounting firms, serving in both U.S. and international leadership positions.

CIRI Elects Three New Directors

It gives me great pleasure to announce that these accomplished individuals “ Adam, Mariem and Ryder “ will be joining the CIRI Board.

Fiduciary Trust Welcomes New Wealth Director

Ms. Perez has over 14 years of experience working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe.

Callan Hires Sara Hakim as a Senior Vice President, Consultant

She joins Callan from Aon Hewitt Investment Consulting

UBS's $110M FA Moves to This Rival

Dallas-based Prospera, founded in 1982, offers support services to independent financial advisors around the country, the company says.

Wells Fargo AM names interim CEO as permanent chief

Marais will oversee Wells Fargo's $476 billion asset management unit, replacing Kristi Mitchem months after she left.

TMR senior exec to join Aspen Re as property cat head

“I am delighted to welcome Meredith to Aspen Re. Her proven track record and deep relationships with brokers and clients, spanning over 20 years, will be a fantastic addition to our strong team," said Dunleavy.

UBS recruits two dozen brokers. Will it hire more?

In 2016, UBS pulled back on recruiting, citing high costs.

Endeavor Miami names new leader

I'm excited to welcome Claudia to the Endeavor family and look forward to continuing to support the organization," Maydón said.

RBC Nabs 2 Family Teams From Wells Fargo: Recruiting Roundup

Meanwhile, advisors in Idaho and Texas joined LPL's platform.

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