Managers of Wealth Americas

Wilshire Funds Management Strengthens Expertise with Two Key Hires

Kim comes to Wilshire with more than 18 years of industry experience.

Goldman Names Two Women To Top Committee As Solomon Era Kicks Off

Goldman Sachs last week identified David Solomon as its next chief executive

Union Bank Expands Pacific Northwest Wealth Management Team

Ryan Velo-Simpson Joins as Wealth Strategist

Fidelity Advisor Managing $2.7 Billion Joins RIA

Larry Rollins said Monday he was joining Brenton Point Wealth Advisors.

Finra Loses Analytics Head to Merrill Lynch

He was also responsible for creating the methods used to detect risks in broker-dealer firms and determine how those risks would affect the regulator.

Pimco Executive Resigns After Allegations of Inappropriate Behavior

Bill De Leon’s resignation follows an internal review into his alleged behavior at a May 2017 charity event

Wells Fargo Recruits Another Million-Dollar Team from UBS

Wells Fargo Advisors employed 14,226 brokers across its various offices as of June 30

Santander Bank announces senior appointment

Laura's addition underscores the continued investment we are making in our corporate finance and capital markets

Sean Gallagher, co-CIO of fundamental US equity, and Suneil Mahindru, CIO of international equity, are to leave the firm.

Gallagher, who was promoted to the position of co-CIO of fundamental US equity in January

Half a Billion Dollar Merrill Lynch Team Takes Flight

Senderling began his financial services career at Merrill Lynch in 1990, according to his BrokerCheck profile.

Oppenheimer Expands Its Financial Technology Expertise With New Managing Director

Oppenheimer's continued investment in areas of significant new company formation such as FinTech demonstrates our commitment to connecting the emerging cohorts of value-creating private companies to durable sources of growth capital and strategic par

Retired Vanguard Exec To Take CFP Board Helm At Pivotal Moment

Brod will serve as chair-elect in 2019. In this position he will help provide strategic direction for the organization,

Scott Cerosky and William J. Paterno Join World Insurance Associates LLC

This resulted in more accurate insurance classifications and better protection by insurance programs.

Stifel hires 3 advisors from Merrill, Wells, Oppenheimer

The cumulative impact on Stifel's head count, which currently stands at 2,266, should be evident when it reports second quarter earnings until later this month.

HSBC Private Banking, Americas Appoints New Philanthropic and Family Governance Specialist

She joins HSBC with more than 10 years of charitable planning and administration experience.

Wells Loses Six-Broker Team in NYC, Complex Manager in New Jersey

Joining them at RayJay are Roger Jee, who has worked with them since 1993, and Michael Lubin, a 20-year veteran broker and former financial reporter who joined their Wells team in 2015.

Cambridge Trust Company Announces Appointments of John Sullivan and Kerri Mooney to Senior Leadership Roles

Sullivan to Take Charge of Bank’s Growing Jumbo Mortgage Financing and Personal Lending Business; Mooney to Lead Private Banking Offices

SSGA poaches Northern Trust AM gatekeeper

The firm is also planning to launch an international equity multi-manager fund, according to Santos’s LinkedIn.

International law firm annouces 14 partner promotions

We are glad to promote talented new partners across our practices and to bring them into the firm’s leadership across our European, US and Asia offices.”

Withers re-appoints longstanding chief Robertson to fourth term after uncontested election

Since her appointment as sole managing director in 2007, Robertson has driven huge overseas expansion across America, Asia and Europe in a bid to push into markets for high net worth clients.

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