Managers of Wealth Americas

Finitive Appoints Neil Wolfson To Board Of Directors

In this role he oversaw all debt and equity investing, asset allocation, and investment management for the billion-dollar multi-generational family office.

RBC Global Asset Management Strengthens US Responsible Investing Team

Prior to joining RBC GAM, Catherine has held leadership roles at the New York City Retirement Systems, Bureau of Asset Management and at Goldman Sachs, Lehman Brothers, Paloma Partners and C3 Capital.

Jensen Partners Adds Two New Hires As Part of Continued Growth Plan

Before getting into recruiting, Bianchini worked as a wealth management analyst at Bank of America Merrill Lynch.

UBS Shuffles U.S. Wealth Arm

Sergio Ermotti, the bank's chief executive officer, wants to grow the business in a market that has a volume of about $2.4 trillion.

Barclays Appoints David Parrot as Head of US West Coast Biotech Banking

Mr. Parrot is expected to start in early March 2019.

Private Wealth Advisors Join Rockefeller Capital Management

Ryan and Epperson oversee assets totaling $1.4 billion and $800 million, respectively

Former CalPERS CIO Eliopoulos headed to Morgan Stanley

Mr. Eliopoulos is acquainted with Morgan Stanley because CalPERS hired Morgan Stanley Investment Banking to help restructure the pension fund's troubled housing portfolio.

Tillman Private Equity Services Hires Fund Administration Veteran

Tillman’s exceptional reputation, first-class talent, and focus on innovation made this a really attractive opportunity for me.”

Evercore hires internet banker from Citi

Kajani, a managing director, joined Citi in 2009 from UBS and has advised on more than 100 transactions including mergers and acquisitions, initial public offerings, pre-IPO capital raising and debt deals

Mesirow Financial Promotes Two Key Investment Banking Professionals

The promotions of Melanie and Christopher exhibit our continuing growth and commitment to providing exemplary investment banking advice and service to the middle market.

Baird lands $228 million team from Oppenheimer

Fisher brings nearly 50 years of experience in the industry to Baird and founded the St. Louis branch of Oppenheimer in 1990. He is a graduate of University of Pennsylvania where he earned a bachelor's degree in economics.

Law Firm Bulks Up With Ex-Finra Lawyers

Margolies served as lead counsel on Finra cases involving securities fraud, outside business activities, suitability, anti-money laundering and customer protection rules, among others, the company says.

Franklin Templeton’s new bonds chief takes charge of funds

New fixed-income chief, elevated in September, will take on portfolio management duties on seven of the firm's bond funds

Blake Pontius Named Director of Sustainable Investing for William Blair Investment Management

Blake joined William Blair as an Institutional relationship manager in 2005

Bank of America names two executives to replace late wealth management head

The two new leaders bring different perspectives to the management team

ButcherJoseph Launches Wealth Advisory Division; Wall Street Veterans to Join Nancy Tengler

Tengler was most recently Senior Vice President, Chief Investment Officer, and Heartland Investment Committee Member of Heartland Financial USA, Inc.

Bank of America names two executives to replace late wealth management head

Bank of America Corp added two executives to its management team to fill the role left by former global wealth management chief Terry Laughlin, who passed away unexpectedly in October, the bank said in a statement on Tuesday.

William Blair names Director of Sustainable Investing

Blake joined William Blair as an Institutional relationship manager in 2005 and has been a portfolio specialist on the global equity team for the past eight years.

AIG Appoints Mark D. Lyons Chief Financial Officer

Mr. Duperreault stated: Since his arrival at AIG, Mark has made an immediate and positive impact on our company.

Jarislowsky Fraser Announces Executive Appointments

In his role as Vice-Chairman, he will continue to play a leadership role in guiding the firm's strategic growth.

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