Managers of Wealth Americas

Branson Appointment Was Apparently Key to Hyperloop One $50M Funding

Branson’s chairman position doesn’t involve executive duties

Ripple adds Morgan Stanley veteran to board of directors

When Cruz joined the bank in 1982, she was the third founding member of the foreign exchange group, according to a news release

Wymer Brownlee Appoints Craig Riffel to Newly-Created Role of General Counsel and Launches Access to Concierge Legal Services for Clients

High Net Worth-Focused Wealth Manager to Augment Financial Planning, Investment Management and Tax Advisory Services with Access to Sophisticated Legal Solutions

Ex-Wirehouse Exec Back on the Front Lines with Morgan Stanley

This is a conversation I’ve been dying to have

Fieldpoint Private Welcomes Team from J.P. Morgan

Landmark Group manages over $700 million for wealthy client families

First Reserve promotes four

First Reserve has promoted four of its investment professionals. Brooks Shughart and Edward T. Bialas will become managing directors while Jesse Krynak and David M. McFarland will become directors. The appointments are effective January 1, 2018.

Chubb Names Senior Vice President, Major Accounts Property

He has more than 15 years of insurance experience, with seven years spent at Chubb.

BNY Mellon Wealth Management Names Wealth Director in San Francisco

He holds a Bachelor of Arts from the University of California, Santa Barbara.

Ashurst announces two partner appointments in US

Ashurst has announced the appointment of Michael Neary and Sarah Rackoff as partners in its New York and Washington DC offices respectively

A partner has left Tourbillon Capital, a struggling New York hedge fund

Karp has been warning of "frothy speculation" in the markets and has been preaching patience in client letters.

Partners Capital Continues to Expand and Diversify its Senior Management Team in London and Boston

Four other promotions from Senior Principal to Managing Director were announced.

Another UBS Team Fled in Advance of Protocol, Merrill Vet Goes Independent

The Protocol, which Morgan Stanley left last month, permits brokers moving among signatory firms to take customer-contact information to jump-start their practices at new employers.

Bank of America Names Maria Zuber to Board of Directors

Zuber has been appointed to the Enterprise Risk and Corporate Governance Committees of the Bank of America Board of Directors.

Raymond James sweeps up advisors with nearly $1.4B

They bolted from UBS and officially registered with Raymond James on November 30

Boston Private gatekeeper exits

Before joining Boston Private, Keller was a portfolio manager and research analyst at $4 billion RIA Banyan Partners

OutSystems Announces the Appointment of John Kinzer, HubSpot CFO, to the Board of Directors

He played a key role in HubSpot's initial public offering in 2014, as well as in leading the recent $400 million dollar convertible bond offering.

Brian Smith Leaves First Republic for Fieldpoint Private

With roots in Greenwich, Connecticut, and New York City, the firm expanded to Palm Beach in 2016, and in its first decade has become the fastest growing new private bank in America.

David J. Reavy Named National Sector Leader For KPMG's U.S. Banking & Capital Markets

An Audit partner based in New York, Reavy began his career at KPMG in 1989

Private Bank Shuffle: Big Advisor Jumps to Fieldpoint from First Republic

Smith, who joined First Republic in 2001, started in the industry as a private banker with U.S. Trust and also worked at PFPC, according to BrokerCheck.

Citigroup's new managing-director list is out — here are the investment bankers and traders who just got promoted

The Institutional Clients Group includes, among other operations, Citi's investment banking and trading teams.

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