Managers of Wealth Americas

Boston Private Wealth Names CIO, COO

Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.

Wealth Managers Join First Republic in San Francisco and Boston

Wenner will work in First Republic’s San Francisco office at 111 Pine Street and Beard will be located at 160 Federal Street in Boston.

Thirty Year Banking Veteran Sara Moran-Sam Hired to Lead Professional Bank's Dadeland Expansion

Moran-Sam brings with her over thirty years of banking experience in South Florida.

Baird snaps up 2 Wells Fargo advisors with more than $550M in assets

The new hires are the latest additions to the firm’s wealth management segment. In early 2018

Coronadan Courtney Liddy Named A Managing Director With UBS

Liddy has been providing financial and wealth management services to high net worth families, foundations, and businesses for over 25 years.

$800M Merrill Lynch broker jumps to J.P. Morgan Securities

Over the past year, J.P. Morgan Securities has pulled in a number of elite brokers and teams managing large books of business.

David Noah to Join Evercore in July as a Senior Managing Director in the Firm's Investment Banking Business

We are extremely pleased that David has chosen to join our Firm.

Steve Cohen's Point72 Hires Macro Team From Balyasny

A group of five jumped after a short stint at Balyasny

UBS Head of European M&A Brizay Is Said to Join Bank of America

Laurent Dhome, the Swiss lender’s managing director for financial sponsors in Europe, is also departing for Bank of America to advise private equity clients, they said.

Element Fleet Management Names Jay Forbes as Chief Executive Officer

Along with the rest of the executive leadership team at Element, Mr. Jauernig will ensure continuity and smooth on boarding for Mr. Forbes.

Cameron A. Caprio Joins Bernstein's Miami Office as Financial Advisor

Prior to joining Bernstein, Mr. Caprio was a Tax Consultant for Bessemer Trust

Wealth Managers Join First Republic in San Francisco and Boston

Wenner has more than 17 years of financial services experience serving high net worth individuals and families.

Wells Fargo boosts int’l team with Santander hire

The new hires come a year after the wirehouse named Gonzalez regional president.

Rothschild Global Advisory boosts Chicago team

At Rothschild Global Advisory, they will help build the firm’s growing presence globally in General Industrials, Distribution, Paper and Packaging, and reinforce the mandate of Rothschild Global Advisory to be a premier strategic advisor to companie

JP Morgan Private Bank appoints new head of sustainable investing

She will be based out of the firm’s headquarters in New York.

HSBC Global Private Banking, Americas Launches US-Asia Corridor Team

A group of wealth management specialists who are fluent in Cantonese and Mandarin and have personal ties to Asian culture.

Hughes Hubbard Adds Trade Partner From Baker McKenzie

Fayhee has significant experience assisting multinational companies facing crises and other high-profile reputational risks.

Coin/cryptocurrency exchange appoints three new directors

Makes two key senior management appointments – a new Chief Financial Officer and Senior Vice President of Technology and President of its subsidiary, ArbiPay

Moore Colson Promotes Nine Senior Managers to Directors

Moore Colson, the number one ranked Best of the Best CPA and advisory firm in the United States by Inside Public Accounting, announces the promotion of nine senior managers to directors

With female managing partner in the wings, Edward Jones emphasizes diversity

Penny Pennington, who's been named to succeed Jim Weddle at the start of next year, will join a handful of women in top positions at large financial firms

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