Managers of Wealth Americas

Instinet Appoints Mark Kelley as Senior Equity Research Analyst Covering Internet

Based in New York, Mr. Kelley joins Instinet from Citigroup, where he was the lead analyst in the small and midcap Internet group.

OppenheimerFunds hires new Chief Risk Officer

He previously held several roles within their Prime Brokerage, Equities, and Fixed Income Securities Divisions. Deek began his career in 1993 at Mentor Graphics as a Development Engineer.

Gilroy joins other Barclays veterans at Bakers

Terence Gilroy spent more than four-and-a-half years with the bank, prior to which he spent seven years with Shearman & Sterling.

Wells Fargo Securities appoints 2 to head mortgage finance group

Kavour brings almost 25 years of experience to the role. He has been with the company since 2012, starting as leader of the RMBS and mortgage trading team.

Lord Paul Myners Joins the Board of Rockefeller Capital Management

Former UK Treasury Minister and Financier Named Second Independent Director

Meketa Investment Group Expands Employee Ownership Team

Principals Timothy Atkinson, Christy Gahr, Molly LeStage, Richard O’Neill, Bradley Regier, Colleen Smiley and Larry Witt have joined the firm’s ownership group

Pinnacle adds manager and five client service specialists

Morrison has 23 years of experience and came to Pinnacle from Ingram Barge Company in Nashville

Evercore Wealth Management Appoints Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor

Mr. Olchon joins Evercore from Bessemer Trust, where he led a team responsible for delivering the firm's wealth management services to ultra high net worth clients.

BNY hires former Fidelity exec to head investment strategy

Pierce mostly recently served as an executive vice president at Fidelity Investments’ investment product group from December 2014 to January 2017.

Raymond James Revamps Alex. Brown Manager Ranks

Raymond James spokespeople did not immediately return calls to comment on the changes.

Kingfisher acquires top talent in Nicole Brandon to head Family Office Division

Leveraging decades of thought leadership and personal and professional relationships cultivated over three generations, Kingfisher supports families and business owners in achieving their security, lifestyle and legacy goals.

BNY Mellon Wealth Management Names Sheryl Linck as a Senior Wealth Director

Linck will be engaging and leveraging teams in Pittsburgh, Cleveland and Chicago as appropriate to support this effort.

Rosemary Berkery, a member of UBS’ ‘Merrill mafia,’ to retire

Since joining UBS’ wealth management unit in March 2010, she has been charged with growing its bank, and to that end, has added mortgages and credit cards to its offerings. Its lending book is now about $42 billion, up from $17 billion when she arri

Scotiabank hires Mark Mulroney for senior capital markets role

Mr. Mulroney is the son of former prime minister Brian Mulroney and his wife Mila

MUFG Hires Head of Latin America Corporate Banking

With His 'Skills and Passion,' Salgado Will Add Value for Bank's Clients Across the Region, Says John Koike, Regional Head for Latin America

Bank of America Names Matt McCormack Market President for Sacramento Region

McCormack has spent his entire 19-year career with Merrill Lynch in offices across the United States, including the company’s flagship financial center on Fifth Avenue in Manhattan.

Aquila Group of Funds Hires Veteran Tax-Free Income Fund Manager

Aquila Investment Management LLC (Aquila), adviser/administrator to the Aquila Group of Funds, has announced the hiring of Anthony (Tony) A. Tanner as a portfolio manager. As of March 7, he joined portfolio managers Todd Curtis, JT Thompson and Royden Dur

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