Managers of Wealth Americas

Half a Billion Dollar Merrill Lynch Team Takes Flight

Senderling began his financial services career at Merrill Lynch in 1990, according to his BrokerCheck profile.

Oppenheimer Expands Its Financial Technology Expertise With New Managing Director

Oppenheimer's continued investment in areas of significant new company formation such as FinTech demonstrates our commitment to connecting the emerging cohorts of value-creating private companies to durable sources of growth capital and strategic par

Retired Vanguard Exec To Take CFP Board Helm At Pivotal Moment

Brod will serve as chair-elect in 2019. In this position he will help provide strategic direction for the organization,

Scott Cerosky and William J. Paterno Join World Insurance Associates LLC

This resulted in more accurate insurance classifications and better protection by insurance programs.

Stifel hires 3 advisors from Merrill, Wells, Oppenheimer

The cumulative impact on Stifel's head count, which currently stands at 2,266, should be evident when it reports second quarter earnings until later this month.

HSBC Private Banking, Americas Appoints New Philanthropic and Family Governance Specialist

She joins HSBC with more than 10 years of charitable planning and administration experience.

Wells Loses Six-Broker Team in NYC, Complex Manager in New Jersey

Joining them at RayJay are Roger Jee, who has worked with them since 1993, and Michael Lubin, a 20-year veteran broker and former financial reporter who joined their Wells team in 2015.

Cambridge Trust Company Announces Appointments of John Sullivan and Kerri Mooney to Senior Leadership Roles

Sullivan to Take Charge of Bank’s Growing Jumbo Mortgage Financing and Personal Lending Business; Mooney to Lead Private Banking Offices

SSGA poaches Northern Trust AM gatekeeper

The firm is also planning to launch an international equity multi-manager fund, according to Santos’s LinkedIn.

International law firm annouces 14 partner promotions

We are glad to promote talented new partners across our practices and to bring them into the firm’s leadership across our European, US and Asia offices.”

Withers re-appoints longstanding chief Robertson to fourth term after uncontested election

Since her appointment as sole managing director in 2007, Robertson has driven huge overseas expansion across America, Asia and Europe in a bid to push into markets for high net worth clients.

$465M Merrill team makes first career change, jumps to RBC

The advisors will be joining the Conshohocken branch of RBC in Pennsylvania, which is managed by branch director Joe Mooney.

Goldman Sachs to name David Solomon as new boss

Solomon has been at the forefront of the bank's forays into cryptocurrency

SEI gatekeeper jumps to $1trn asset manager

She reports to John Escario, vice president of portfolio construction group, US intermediaries

First National Bank Announces New Director, Private Client Services

We're pleased to welcome Tony to First National Bank

The Wealth-Management Arms Race Is Heating Up

Big banks are bolstering their private-banking efforts amid growing competition from boutiques and some high-level defections.

BNY Mellon Wealth Management names senior wealth director

Khalil holds a Bachelor of Science in finance from Indiana University.

JPMorgan Banker to Billionaires Joins UBS for Family Office Team

Family offices have “become increasingly sophisticated and agile,” Justicz said in the memo.

Janney Welcomes 45 New Hires to the Firm’s Private Client Group in Second Quarter of 2018

Janney continues to attract top notch advisors in key marketplaces throughout our footprint

Northern Trust COO Jana Schreuder to Retire

Jana joined Northern Trust in 1980

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