Managers of Wealth Americas

Aspiriant Adds Two Experienced Advisors in Bay Area

Aspiriant's Independent Ownership Model Continues to Attract Top Talent

Manulife President & CEO Roy Gori Announces His Intention to Retire in May 2025

To support this transition, following Mr. Gori's retirement he has agreed to serve as an Advisor through August 31, 2025.

Emissary Partners Welcomes Andrew T. Clarke and J. Peter Donald

Global Special Situations Firm for Family Offices Builds Capabilities with New Additions

Jim Dickson’s Elevation Point Adds Execs from Summit, BNY Pershing

In her new role at Elevation Point, Bloomgarden will be responsible for the firm’s digital marketing, website development, and branding and messaging efforts.

Citizens Announces Key Leadership Appointments for Consumer Banking Team

New Heads of Mortgage, Consumer Lending and Retail Banking bring deep experience to accelerate ongoing transformation and meet customers’ evolving needs

Director of United States Patent and Trademark Office Kathi Vidal to Rejoin Winston & Strawn

Kathi is nationally recognized for leading and trying high-profile IP disputes.

WTW names Hart as Cyber Leader for PE&TS, CRB NA

As the Cyber Leader, Hart will be responsible for cutting-edge cyber risk transfer solutions to private equity clients and their portfolio companies across North America.

This new Goldman Sachs partner is leading the bank's strategy with young heirs and founders

Goldman Sachs named 95 partners last week, including private wealth exec Brittany Boals Moeller.

US RIA EP Wealth Advisors appoints new COO

Bernal will lead EP Wealth’s wealth advisory, investments, marketing, and wealth management services teams.

Veteran RIA and Financial Services Leader Jorge Bernal Joins EP Wealth As Chief Operating Officer

The addition of Bernal to EP Wealth’s executive team comes as the firm continues to refine and enhance its unique approach

Pathstone appoints former Schwab Family Office executive as Chief Growth Officer

Prior to Schwab, Brown was a senior leader at Fidelity Family Office Services

Intellectual Property Boutique Heim, Payne & Chorush Adds Associate Maryam Sheikh in Houston

Ms. Sheikh supports Heim, Payne & Chorush's experienced team of trial lawyers with extensive case law research, document preparation, and strategy development.

UBS Hires Ryan Lurie to Lead Arizona Wealth Management Market

Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale

Northern Trust Asset Management Names New Head of Tactical Asset Allocation

Peter Wilke Brings More than 20 Years of Multi-Asset Investment Expertise to Role

Evercore Wealth Management Names Tracy Schneider to Managing Director and Director of Marketing and Sales Coordination

Prior to J.P. Morgan, she was a director at AllianceBernstein, in the private wealth management group.

Simmons First National Corporation CEO Bob Fehlman to retire this year

The bank has appointed Chris Van Steenberg as its new COO

Pathstone Appoints Eddie Brown as Chief Growth Officer, Tapping Former Schwab Family Office Industry Executive

Brown's move signals a bold expansion strategy as Pathstone ramps up industry-leading Family Office Services for Ultra-High-Net Worth (UHNW) clients

Hamilton Reserve Bank Names Former Goldman Sachs Executive Head of Investment Banking, Co-Head of Private Banking

Mr. Joshua Larson has over 30 years of experience in investment banking, private equity, and corporate governance.

Citi Wealths Adds J.P. Morgan Exec to Lead Digital Efforts

Eric Lordi has departed J.P. Morgan to head up Citi's Wealth Platform and Experience unit.

Prime Capital Attracts L.A.-Based Former Edelman Advisor

Selu entered the industry with Fidelity Investments as a benefits and planning consultant

People Moves