Managers of Wealth Americas

UBS cuts over 100 jobs in asset management overhaul

Asset management head Ulrich Koerner is pivoting toward passive strategies, sustainable investing, and a push toward China.

Commonfund CEO Leaves for BNY Mellon Wealth Management

Catherine Keating, most recently CEO of Commonfund, will start her new role in July.

Northern Trust Strengthens Wealth Advisor Practice

He joins existing Regional Wealth Advisors, Mary Ann Sisco and Rebecca J. McDade.

Union Bank Expands San Francisco Wealth Advisor Team

Lauren Downum Joins as Private Wealth Advisor

Citi Appoints Vice Chair for Global Financial Institutions Group

Citi has also appointed Simon Yuan, formerly the bank's head of China FIG investment banking, as head of Asia Pacific FIG investment banking, according to the memo, which was confirmed by a Citi spokesman.

Moneda hires $1.2bn Santander Chile PM

Larraín took over Lira’s responsibilities, which included running four portfolios investing in global assets, including the Moneda International Fixed Income IG and the Moneda US Equity.

Adviser team managing $340 million at UBS goes indie with Kestra

Jeffrey Boudjouk, two other advisers and assistant set up hybrid in Rhode Island

Sweetwater Capital Partners appounts Managing Partner

He will principally focus on sourcing and underwriting secondary and direct opportunities in private, high-growth companies. Since 2016, Mr. Parise has served as a Senior Advisor to the firm.

Soros's One-Time Investment Chief Burdick Is Said to Leave

Burdick had a variety of roles during his tenure. He was at one time the head of distressed debt and arbitrage groups before being promoted to CIO in January 2016, succeeding Scott Bessent.

BNY Mellon Wealth Management names new CEO

She will be responsible for setting the strategic direction of BNY Mellon's Wealth Management business

Brinker Capital Names New CIO After Hiring Spree

Jeff Raupp was named CIO of Brinker Capital, a Berwyn, Pennsylvania-based firm with $21.9 billion of assets.

Real Estate Finance Team Joins King & Spalding’s New York Office

Both of the firm’s finance and real estate practices are nationally recognized by Chambers USA.

Pershing Square vice chairman Fraidin joins Cadwalader as partner

"I can’t wait to jump in and look forward to contributing to the continued growth and expansion of the practice,” Fraidin said.

Natixis Announces Senior Appointments to CLO, Middle Market Finance and Global Structured Credit Solutions Business

Extends track record of strong growth, development and tenure of key executives

Clifford M. Sladnick Joins TAG Financial Institutions Group as Managing Director and Head of Chicago Office

Mr. Sladnick has a distinguished and unique 37-year career which includes roles as a CPA

CIBC Adds Two Bankers In Denver

Rooney will work with middle-market companies on lending and deposit solutions.

Ex-BlackRock VP joins ambitious crypto asset manager

Prior to Commonfund, she worked at iShares for more than five years

Connecticut investment officer resigns after 10 days

Nappier praised Crawford's "hands-on experience" and "depth of knowledge" at the time of his hiring.

Merrill Trio in Midwest Bolts to J.P. Morgan

J.P. Morgan, whose retail brokerage roots lie in its parent’s financial crisis-era purchase of Bear Stearns & Co., has been building its small force of about 400 advisors

Metaurus Advisors appoints senior MD and Partner

He has served in senior management roles with Los Angeles- and Hawaii-based investment advisory firms.

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