Managers of Wealth Americas

International Tax and Estate Planning Attorney Lucy S. Lee Joins Greenberg Traurig

Lee received an LL.M in Taxation from Georgetown University Law Center in 2005

U.S. Capital Advisors Hires Head of Business Development

As Head of Business Development, Mr. Kovics will lead the growth and expansion of USCA's Wealth Management business.

Davis Polk adds Hong as partner for its investment management group

Law firm Davis Polk has added Michael S. Hong as a partner in its investment management group. Hong will focus on private equity fund formation. Previously, Hong worked at Paul, Weiss, Rifkind, Wharton & Garrison LLP where he was a partner in their pr

Marlene Debel to Lead MetLife Retirement Busines

U.S. CFO, Former Treasurer Takes On Business Leadership Role

Steward Partners Global Advisory launches new office

When our team has the ability to focus on our client service model rather than on back-office headaches, everything else just clicks,” Spradlin noted.

Pan-American Life Insurance Group announces executive changes

Geri Gaughan was promoted to president and chief operating officer of Mutual Trust Life Insurance Co., where she has been senior vice president and general counsel.

Kestra Financial Recruits The Main Street Group

Next-generation technology continues to attract large firms to the Kestra Financial platform

Two Wealth Managers Join First Republic in Boston

Bill and Darin have a long track record of helping clients achieve their financial goals today and across generations.

BNY Mellon Asset Management hires head of global consultant relations

RBC GAM managed a total of $350 billion as of Dec. 31, of which $37.5 billion was managed for U.S. investors.

Wilmington Trust Hires Private Client Advisor for Rochester Wealth Office

In her new role, Hakiel works closely with clients and their advisors to develop financial strategies to meet client’s current needs and plan for long-term objectives.

Canaccord Genuity Expands North American Debt Finance & Restructuring Team

The Canaccord Genuity Debt Finance & Restructuring team provides fully independent strategic advice without the inherent conflict of its lending competitors.

Arton Capital appoints former U.S. Ambassador

Leading global citizenship firm boosts its presence with renowned specialists

Patrice E. Humbel to take over the management of Vontobel Swiss Wealth Advisors

We are delighted to have been able to appoint from among our own ranks such an experienced wealth management specialist and U.S. expert, with first-hand knowledge of the needs of North American clients, as the new CEO of Vontobel Swiss Wealth Advisors.

Franklin Templeton Opens New Office in Santiago, Chile, Appoints Gonzalo Ramírez Correa as Vice President, Sales in Chile

“We are very delighted that Gonzalo has joined our team in this period of growth in the Chilean market,

SGG Group appoints Business Development Director US operations

US is a key market for SGG Funds Solutions, the firm already has a strong portfolio of US-based portfolio of hedge fund, private equity and institutional investor clients to whom it offers a complete range of fund solutions across its worldwide servicing

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