Managers of Wealth Americas

State Street Appoints John F. Woods to Chief Financial Officer

His deep CFO experience along with proven ability in setting and executing enterprise strategy, balance sheet management, focus on building and developing high performing teams

Regions Bank appoints chief people officer

Prior to joining Regions, Santone served as senior EVP of HR for AT&T.

Advisor moves: BofA bags $5B Citi advisor as Raymond James announces Janney hire

Nunag most recently worked at Citi Private Bank and began her private banking career at JPMorgan Private Bank.

Apollo Announces Changes to its Board of Directors

Gary Cohn to join the Board as Lead Independent Director

Teneo Appoints Tripp Fried as a Managing Director

Before joining Teneo, Tripp held leadership positions in the E&I practices of both AlixPartners and Booz & Company

Northern Trust Names Douglas Gee to Lead Global Sales for Asset Servicing

Gee has more than 25 years of business development experience

J.P. Morgan Asset Management Hires Geng Ngarmboonanant to Multi-Asset Solutions Business

Geng joins J.P. Morgan from the U.S. Department of the Treasury

SFA Partners Announces the Recent Additions of Three Wealth Management Teams, $200 Million in Assets Through Strategic Blueprint

SFA Partners is committed to empowering the independence and entrepreneurship of veteran advisors

Citizens Expands Private Wealth Business with Addition of $700M Advisor Team in North Jersey

The team brings more than 75 years of combined experience in serving the complex wealth management needs of high-net-worth and ultra-high-net-worth individuals

UBS Advisor David Schachter receives Managing Director – Wealth Management title

With over 32 years of experience working in financial services, David has spent the last 21 years of his career at UBS.

Citi Global Wealth vet exits firm after interim CIO stint

Steven Wieting has departed Citi Global Wealth after 28 years at the firm, including a period as interim CIO following the departure of David Bailin in 2024.

Nomura Capital Management Hires Ashu Pal as Head of Portfolio Management

In this role, Pal will focus on optimizing NCM's existing investment strategies across private credit markets

NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders

Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint

Stifel Adds Two Teams From Merrill Who Managed Nearly $3 Billion

Three Ex-Merrill Private Wealth Management Advisors Join Stifel’s Broker-Dealer Subsidiary In Dallas

Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance

The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program

Citi Wealth Names Head Of Art Advisory

Citi Wealth has named one of its existing art advisors, Betsy Bickar, as head of art advisory, with immediate effect.

InvestCloud Taps New COO of APL to Help with its Private Markets Push

Josh Mayer, the former COO at Envestnet, is charged with overseeing the growth and expansion of APL, InvestCloud's $3T managed accounts platform.

Inland Appoints Industry Veteran Michael Beringer as Chief Financial Officer

He will report to Tony Chereso, President and Chief Executive Officer of Inland, and formerly Inland’s CFO.

J.P. Morgan Private Bank Adds Francisco Baixauli as Banker in Miami

He joins from Bernstein Private Wealth Management, where he worked for five years

Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer

Former Goldman Sachs VP Set to Lead Independent RIA's Strategic Growth Initiatives

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