Managers of Wealth Americas

J.P. Morgan Asset Management Hires Alternatives Strategist Aaron Mulvihill

Experienced alternatives expert to meet increased demand for alternatives thought leadership

Vanguard to Establish New Advice & Wealth Management Division Led by Industry Veteran Joanna Rotenberg

Joanna Rotenberg most recently served as the president of Personal Investing at Fidelity leading the company’s retirement, brokerage, and wealth management businesses.

Long-Time Carson Exec Aaron Schaben to Depart

At the beginning of next year, Schaben will move to Ron Carson's family office as CEO.

Gresham Promotes Leisa Storbeck to Lead Client Service Team

She has also been instrumental in guiding families through the complexities of inherited wealth.

René E. Faría Joins Insigneo to Strengthen Its Network in New York

This strategic addition is part of the company’s effort to enhance its presence, spearheaded by Insigneo’s New York Market Head.

MUFG Makes Executive Leadership Changes Within its Securities Business

McHugh previously worked as the enterprise head of market risk management for BMO Financial Group

Prudential Financial Board of Directors Elects Andrew Sullivan as Next CEO

Sullivan, who currently serves as executive vice president and head of International Businesses and Global Investment Management, will succeed Charles F. Lowrey.

Cambridge’s BridgePort RIA Hires New Head of Operations

Nikki Bell joins BridgePort Financial Solutions, the RIA launched by Cambridge earlier this year, from Wealthspire.

Pipe strengthens leadership team with four key appointments

Alongside its UK launch, Pipe highlights that the new leadership appointments follow the introduction of its business card

Cyber security consultant S-RM appoints head of disputes and investigations; US growth planned

Fogarty received his JD from Brooklyn Law School after completing a BA at Trinity College in Hartford, CT.

CBRE Names Co-CEOs for Investment Management Business

Gallistel will join CBRE Investment Management on April 1, 2025

Former Envestnet Executive Joins Orion To Lead Strategy

Longtime industry analyst Chris Shutler joins Orion after a stint at Envestnet in a similar role.

Raymond James firms up CEO succession plans for 2025

The firm said in May that current leader Paul Reilly would be stepping down.

MetLife Investment Management Names Kerry O’Brien Global Head of Insurance Asset Management and Liability Solutions

QBE hires Claire Lill as US Casualty Portfolio Manager

Prior to Apollo, the executive spent four years as a Marketing Officer for the Argo Group International Holdings following her close to eight years as a Senior underwriter at Liberty International Underwriters.

Liberty appoints Marc Orloff

Mr Orloff is now serving as president, GRS North America, Middle Market.

Western Asset Management Company Announces Leadership Transitions

Thomas J. Gahan named President and Chief Executive Officer

Lazard hires Citigroup's Miller in energy investment banking push

Lazard's push to boost its energy dealmaking ranks follows a record-breaking run of mergers and acquisitions in the U.S. energy industry

Aurora Payments Appoints Derek Dean as New Chief Revenue Officer

Dean joins Aurora Payments’ executive leadership team to accelerate the growth of the company’s comprehensive, customizable suite of tech solutions designed specifically for small and medium businesses

EDX Appoints Jamil Nazarali Executive Chair, Tony Acuña-Rohter to Serve as CEO

Jamil’s leadership and vision have been fundamental in establishing EDX as the digital assets trading venue of choice for the world’s leading financial institutions

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