Managers of Wealth Americas

Crypto Firms Successfully Poaching Top Wall Street Talents

The appointment takes effect on March 1, 2018.

Merrill Lynch and Wells Fargo Lose Reps to Raymond James

Separately, Matthew Mossburg has joined Raymond James in El Paso, Texas, from Merrill Lynch, according to an announcement. Mossburg had been with Merrill Lynch for more than five years.

Lombard International Appoints US Head of Distribution

He will lead the US sales and distribution teams, which focus on three main channels: independent agents, financial intermediaries and institutional investment managers.

Citi Private Bank Strengthens Capital Markets Team

Kristen Bitterly Michell appointed Capital Markets Head for the Americas

Allen & Overy expands team

Allen & Overy has bolstered its cross-border and infrastructure capabilities with the appointment of Andrés Arnaldos as Senior Counsel within the firm's Global Projects, Energy and Infrastructure practice.

B. Riley FBR appoints Head of Fixed Income Capital Markets

“Dan’s experience with building a Fixed Income Capital Markets operation, combined with his successful track record and extensive industry expertise, enables us to expand and strengthen our existing fixed income platform,”

Two More Wirehouse Veterans Join Kestra Private Wealth Services

It is clear Kestra PWS and Stone Beacon Capital share my vision for putting investor interests first

BBVA Compass appoints City President of LA Commercial Banking Office

"Steve is our first City President dedicated strictly to the Greater Los Angeles area, which tells you how important this market is to us,"

Lazard Elects Iris Knobloch to Board of Directors

Richard Parsons Named Lead Director

Morrison & Foerster adds experienced financial services partner

Susan Gault-Brown joins Morrison & Foerster in Washington, D.C., highlighting the firm’s continued growth in the region

Invesco recruits MD and private equity head

Invesco Ltd has named Carl Stanton as managing director and head of private equity. Previously, he was a managing partner at Wellspring Capital Management.

Wealth management firm appoints business development and client service head

Experienced financial professional joins comprehensive wealth management firm’s Atlanta office

Pantheon Makes Senior Appointments in Europe and U.S.

This is a new function, and it reflects the continued global expansion and growth of our business across investment strategies and clients.

BlueMountain hires former Pine River partner Teichholtz

At BlueMountain there has also been a string of recent departures but the firm also hired roughly four dozen people last year, some in senior positions.

Janney Nabs $220M Merrill Advisor: Recruiting Roundup

Meanwhile, an H.D. Vest affiliate, the Carson Wealth Group and R.M. Davis announce new financial advisors and investors

HighTower Scores Second New Team for 2018 in Chicago

HighTower's platform and community will enable us to serve our clients' diverse and complex needs with the sophistication, diligence, and transparency they expect and deserve.

Senior Morgan Stanley banker who quit for BNP Paribas is back at MS

Schwartz started his career with MS as an executive director in 2003 after graduating from Columbia University in Computer Science and Economics.

Lockton boosts private risk team

They partner with wealth advisors, trust and estate attorneys, business managers, and other trusted advisors of these individuals and their families.

SS&C Names Group General Counsel, Chief Legal Officer and Global Head of Mergers & Acquisitions

Mr. Frank's experience includes having tried cases to jury verdict in both federal and state court, and having advised boards of directors and special committees in numerous acquisitions, divestitures and business combinations.

Pershing chief executive to step down

Forbes' departure comes as Pershing continues an overhaul of its local operations to align them more with the company's global operating model.

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