Managers of Wealth Americas

$10B Wealth Consulting Group Hires Former Emigrant Executive as CFO

Jason Ehrlich will help the firm ramp up M&A initiatives, as it seeks to reach $50 billion AUA in the next five to 10 years.

Northern Trust Wealth Management Appoints Eric Freedman as Chief Investment Officer

Freedman succeeds Katie Nixon, who now leads the high-growth Northeast Region

JPMorgan hires two senior bankers to expand mid-cap investment banking

Rosenfeld brings nearly 20 years of M&A advisory experience focused on the consumer sector.

New York Life Investments Names Matt Mosca as Global Head of Institutional Distribution

Mosca will lead New York Life Investments’ institutional business strategy and distribution globally, reporting to Chief Executive Officer Naïm Abou-Jaoudé.

Who is Robert Keepers, JPMorgan's New Climate Lead?

In his most recent capacity he served as Managing Director of its Renewable Energy Group.

Vontobel appoints Georg von Wattenwyl and Charles Karila as Co-Heads of Structure Solutions and Treasury

Georg von Wattenwyl and Charles Karila assume joint leadership of Vontobel’s Structure Solutions and Treasury as of December 1st, 2025

Bank of America Appoints New Executive Officers

Consequently, several members will no longer be executive officers

Cetera Financial Specialists adds Callero Capital Management

Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.

Michael Kwak joins BRG as managing director in securities practice

He has supported testifying experts and provided expertise testimony in matters pertaining to class certification, liability, and damages phases of securities litigation.

SEI appoints Patrick Donegan as Philadelphia office head

Tarczewski will continue at SEI as a principal consultant supporting local clients.

Lazard Bolsters Global Industrials Practice by Adding Three New Managing Directors

These appointments further strengthen Lazard’s market-leading global Industrials franchise, which advises clients across diversified industrials, building products, chemicals, paper & packaging, transportation & logistics, industrial technol

Angeles Wealth names 30-year veteran as chief growth officer

Jonathan Cave brings decades of experience from CH Investment Partners, Merrill Lynch, and UBS to a newly created position at the high-net-worth RIA.

François Du Pasquier Joins UBS as Managing Director, Financial Advisor in Austin

He joins UBS from Citi Wealth, where he served as Managing Director and Head of Foreign Exchange and Commodities for North America.

Wells Fargo, Manulife John Hancock, Savant announce leadership appointments

Seasoned veterans positioned to drive growth in increasingly competitive industry.

Citigroup to replace CFO, reorganises retail and wealth divisions

CEO Jane Fraser called Mason "a steady hand, proven leader, and dear friend" in announcing his succession.

Citi Announces CFO Transition Plans and Changes to U.S. Personal Banking Business

Mark Mason to transition out of CFO role in March 2026 and become Executive Vice Chair and Senior Executive Advisor to the Chair/CEO

Mesirow Wealth Management Expansion Continues with Appointment of Nitay Laor as Director of Strategic Growth and Acquisitions

In this role, Nitay will lead efforts to execute both organic and inorganic growth strategies, including strategic partnerships, acquisitions and advisor recruitment.

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