Managers of Wealth Americas

KKR Appoints General David Petraeus as Chairman of the Middle East and Establishes Dedicated Investment Team in the Region

Expansion builds on 16-year local presence and several investments in the region

AXA IM appoints US equity portfolio manager

Gordon Happell joins after 10 years at Columbia Threadneedle

PNC Bank appoints BlackRock veteran Mark Wiedman as president

Wiedman succeeds Michael Lyons, who left in January to become president and CEO-elect of Fiserv.

Northern Trust Names John Massey Senior Managing Director of Foundation & Institutional Advisors – East Region

John brings a combination of leadership, strategic insight and client-first focus

Silvercrest Asset Management Group Appoints J. Allen Gray to Board of Directors

As head of Silvercrest’s institutional business, Mr. Gray has played a pivotal role in the success of the firm’s institutional equity business over his tenure.

Raymond Gatcliffe Appointed Country Officer And Chief Executive Officer For Citibank Canada

Gatcliffe will be responsible for the in-country execution of the bank’s strategy to be the preeminent banking partner for institutions with cross-border needs and a global leader in wealth management.

Ascot appoints Marc Amen to lead role

Mr Amen joins from RenaissanceRe

Andrew Woeber joins Barclays as the Global Head of M&A

He will be based in New York and join the Investment Banking Management Team.

Perigon Wealth Management Welcomes Four New Partners As Part of Innovative Growth Program

Mary Ballin, Beth Bosworth, Eric Jardine, Doug Wheat Latest Advisors to Complete Path to Partnership Program at Advisor-Owned Firm

CIM Group advances private wealth push with latest hire

Barry Schanker joins Los Angeles firm as managing director

Mesirow Wealth Management Continues Growth and Expansion of Multi-Generational Services with Hire of Wealth Advisor Alex Gordon

Alex brings deep experience in financial planning and analysis for high net worth individuals

Bluespring Hires Former LPL Exec to Lead Organic Growth Push

Graeme Lee, former head of LPL’s advisor affiliation model, joins Bluespring Wealth Partners to help its RIAs with organic growth and practice management.

Ascot appoints RenRe’s Marc Amen as CEO, North America

In the new role, Amen will be responsible for all operating facets of Ascot U.S. and Ascot Bermuda insurance and reinsurance companies.

Merrill Advisor Joins 1792 Wealth Advisors

Rich earned a B.S. in Applied Mathematics and an M.S. in Financial Management from Stevens Institute of Technology in Hoboken, NJ.

Bluespring Wealth Announces Strategic Talent Acquisition and Leadership Team Expansion

Three new hires and a leadership promotion demonstrate commitment to advisors and their strategic growth

McDermott Adds Veteran Private Equity Advisor in Chicago

She joins from Kirkland & Ellis.

Bob French appointed as CIO for Parkwoods Wealth Partners

French adds a wealth of knowledge in investment strategy, portfolio management and client education

SouthState Expands Wealth, Small Business, Commercial Teams

SouthState is committed to providing our small business clients with what they need to succeed long term and our wealth clients with tools and expertise to plan for a secure future.

Raymond James welcomes $325M AUM advisor, team from Edward Jones

Broker-dealer has acquired more than $2B AUM in the past week

Regions Bank Names Brandon Greve Head of Regions Investment Services; Additional Leadership Promotions Announced

Ready to help build on Regions’ growth, Greve succeeds Jim Nonnengard, who is retiring following a successful 43-year career.

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