Managers of Wealth Americas

Former Johns Hopkins CIO Joins Colorado Family Office

Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.

Citi hires Goel from JPMorgan to boost tech banking leadership as hiring spree continues

Last week, the bank hired another JPMorgan alum, Bernal Vargas, to lead its equity capital markets division in North America

Janney Adds 14 Financial Advisors with $3.3 Billion in New Assets Year-to-Date

Adds over $3.3 billion in assets under advisement to Private Client Group.

Citi hires Goel from JPMorgan to boost tech banking leadership as hiring spree continues

The announcement comes amid a slew of high-profile hires at Citi as the bank expands its investment banking business and revenue.

Cherry Creek Family Offices Expands Leadership Team

The latest expansion of CCFO's leadership team follows the recent addition of Brad Sprong

UBS hires ex-DWS head to lead ETF and index fund sales

She willreport to André Mueller, head of client coverage at UBS.

TD Bank Group Names New Board Chair

John has served as an independent director of the Board since 2023

Quantum computing firm IonQ hires former JPMorgan Chase applied research head

IonQ is one of the larger examples of pure-play quantum companies.

AccessFintech appoints Sarah Shenton from Goldman Sachs as CEO

This strategic leadership change marks a significant step for the company as it positions itself for its next phase of growth.

HarbourVest Hires BlackRock Executive to Lead Wealth Business

He had served as a top executive for BlackRock’s Aladdin technology system, where he oversaw the wealth management business.

CapWealth Welcomes Dean Shahan as Executive Vice President and Financial Advisor

$1.9B RIA deepens bench to support clients

SEI Appoints Karin Risi and Tom Naratil to Board of Directors

Evolution of Leadership Supports SEI’s Transformation and Commitment to Long-term Growth

Alex Ham joins Barclays as Global Chairman of Investment Banking

He joins from Deutsche Bank where he served as Co-CEO Deutsche Numis and Head of Global Private Growth Capital.

LPL Financial Welcomes Gallagher Wealth Management

He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Investment.

Broadridge appoints Munish Gautam from JPMorgan as global head of trading platforms

He will lead the continued integration of Broadridge’s market-leading product suite and spearhead the development of advanced multi-asset trading capabilities.

Axxcess Wealth Appoints Deron McCoy as Chief Wealth Officer to Lead Launch of Enhanced Wealth Management

McCoy brings over two decades of institutional asset management experience

IEQ Capital Welcomes Lauren Garner as Managing Director

With more than two decades of experience, Lauren brings a deep and multi-faceted perspective to wealth management

Morgan Stanley hires Shahsingh from UBS to head North American industrial services IB

Companies are looking past tariffs for strategic movements and growth

Ron Meraz to Join Citi as Wealth Regional Director

He brings a reputation for outstanding client and industry connections with broad experience across the Southwestern United States.

M&T Bank Names Woodrow Regional President for Western New York

Currently serving as chief administrative officer, Tracy S. Woodrow brings a strong emphasis on people, culture and community to her expanded role.

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