Managers of Wealth Americas

Experienced Chicago Wealth Management Team Joins RMB Capital

The team was most recently at Calamos Wealth Management, where they all served in senior roles.

William Bassin Joins Cowen’s Capital Introduction Team

Cowen's global capital introduction team continues to grow and now has professionals located in New York, Stamford, Dallas, and London.

Wealth boutique recruits director in Florida expansion

Fiduciary’s Boca Raton office offers wealth planning and investment services to both domestic and offshore wealth clients and is one of three offices it has in Florida alongside Coral Gables and St. Petersburg.

Crédit Agricole Corporate and Investment Bank Appoints Loan Syndications MD

Andrew is a seasoned syndicated loan professional with over 15 years of banking experience.

J.P. Morgan Asset Management bolsters hedge fund team

J.P. Morgan advises clients on more than $17 billion in hedge fund assets

Kleinberg Kaplan Adds Private Client Partner

Mr. Kolodny joins New York firm's national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices

BNY Mellon Investment Management appoints Chief Economist

Shamik Dhar joins from the United Kingdom's Foreign and Commonwealth Office

The Bapis Group Joins Rockefeller Capital Management

Nine-Person Private Wealth Management Group Marks First Team Hire

Kleinberg Kaplan adds private client partner

He joins New York firm’s national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices

RayJay Lands $3 Million Morgan Stanley Team Operating in Three States

Reached at his office at Raymond James & Associates, the firm’s employee channel, Shafer declined to comment on his decision.

RBC Global Asset Management appoints new head of Global Institutional Distribution

Mr. Masom will be based in Boston and report to Mike Lee, Global Head of Institutional Business at RBC GAM.

Signature Bank Appoints Two Teams to Its New San Francisco Banking Office

Bank Focused on Team Expansion On Heels of Approval to Commence Operations in California

ICF Appoints Head of ICF Olson

IBM iX Executive to Advance Company's Commercial Marketing and Communications Strategy

16-Lawyer Group Spins Off From Windels, Spurred by Rate Pressures

“We’re nimbler, we can make decisions more quickly, we can have alternate billing rates—and lower rates,” said Bruce Bronster, head of the new Manhattan boutique Bronster LLP.

Nationally Recognized Attorneys Join Freeman Law

Mr. Baucum currently serves as an Adjunct Professor of Law, specializing in business and tax law

Mark Hootnick Joins PJ SOLOMON as Managing Director in the Debt Advisory & Restructuring Practice

Mr. Hootnick brings over 20 years of restructuring experience to the firm, most recently as a Managing Director at Millstein & Co.

Fiduciary Trust Continues Expansion in South Florida

Mr. Schiff was also a financial advisor with Prudential Securities in Philadelphia.

Morgan Stanley Hires Betterment’s Chief Marketing Officer

Paul Halpern will lead the Morgan Stanley’s cash management and deposits strategy.

Crédit Agricole Corporate and Investment Bank Appoints Michael Quinn as Managing Director, Head of Corporate Coverage Canada

He graduated with an MBA from the Ivey Business School, University of Western Ontario, and holds an undergraduate degree from Brock University.

Andersen Tax Announces Chad Thiel as Firmwide Private Client Services Lead

His primary focus is advising closely-held business owners, entrepreneurs and wealthy family groups. He has extensive experience providing clients with sophisticated advice and creative solutions to achieve their goals.

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