Managers of Wealth Americas

Janney Names Head of Investment Solutions

Jessica Landis was previously the director of Financial Planning and led a team that won a 2018 WealthManagement.com Industry Award.

Former Wells Fargo Equities Head Lands at ETF Innovator

Rick also served as President of Wells Fargo Portfolio Risk Advisors (an SEC-registered investment advisor) specializing in the design and management of equity-derivative portfolio overlay strategies for institutional clients of the firm.

Leading Emerging Markets Team Joins Winston, Expanding Reach in Africa and LATAM

Tom advises U.S., European, and emerging markets companies and private equity funds in connection with equity and asset acquisitions and dispositions

Former UBS Wealth Boss and Ex-Merrill Exec Join Indie Firm

Hoekstra will serve as chairman of the firm, Straus said, but declined to discuss the precise roles either of the new executives will play.

Global Family Office appoints new MD

Cuneo is the latest senior addition to the Rockefeller team since the firm was relaunched in March.

Head of JPMorgan’s US private bank resigns

Kelly Coffey, who spent 25 years at the company, is leaving to take a new job

Barclays Appoints Head of Global Technology Services Banking

Mr. Wehle will be based in New York, and will report to Greg Dalvito and Laurence Braham, Co-Heads of Technology Banking, Americas at Barclays.

BNP Paribas AM appoints Head of Stewardship Americas

He has been an active member of a wide variety of ESG networks and organisations, and has been instrumental in helping companies to evolve their corporate practices in key areas.

Goldman Sachs shuffles top Asia leadership

Asia investment banking co-heads moved from management job to ‘chairmen’ role

Ex-Citi PB gatekeeper resurfaces at HSBC Private Bank

She is involved in putting together a recommended list of strategies and creating model portfolios for use by HSBC private bankers.

Deutsche Bank hires software banker from Mizuho

A Mizuho spokesman declined to comment.

Scituate resident named portfolio manager at Brown Advisory

Dunn brings 17 years of investment knowledge and experience, having previously served as a portfolio manager at BNY Mellon Wealth Management.

Columbia Threadneedle rejigs management on three funds

Chan is leaving the firm to pursue other opportunities, a Columbia Threadneedle spokesman confirmed.

Wilmington Trust Announces Leadership Appointments in Wealth Management Division

Sharon L. Klein appointed Family Wealth President for Eastern Region. James O’Hoppe hired as Wealth Advisory President of Tri-State Region.

Sura builds out wealth investment team with Bice hire

Barratt replaced Alfonso Reydet, who moved to the firm's institutional distribution unit in charge of marketing both Bice and third-party funds.

Wealth Dynamix expands NA team

Opens doors to new offices in New York and Toronto

Pimco poaches UBS AM asset allocation head

Browne will work with senior members of Pimco’s asset allocation team such as managing director and portfolio manager Geraldine Sundstrom, who focuses on growing the firm’s more tactical multi-asset strategies.

Fund Files: T. Rowe promotes PM; Goldman manager shuffle

As of June 30, Giroux manages about $47 billion for individual and institutional investors.

Signature Bank Launches Fund Banking Division; Appoints Veteran Team to Lead Strategic Effort

The Fund Banking Division will be based in Midtown Manhattan.

Broadridge appoints president of global technology and operations

Carey was instrumental in Broadridge’s multi-asset platform investments around Global Post-Trade Management, and he led the creation of Broadridge’s Eurasian utility capabilities.

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