Managers of Wealth Americas

Wellington Management Deepens Commitment to Wealth Channel With Senior Leadership Hire

Christina Kopec Rooney joins to lead US Wealth

New hire will help wealth management firm serve women

Her hire reflects WSP’s growing commitment to an underserved demographic in the financial sector.

BlackRock Nominates Gregory Fleming and Kathleen Murphy to Board of Directors

BlackRock’s approach to board composition emphasizes the importance of deep industry expertise

Waterfall Asset Management Appoints Keerthi Raghavan as Co-Chief Investment Officer

He's been a great colleague and friend, and we wish him continued successes in his future endeavors.

Truxton Wealth Strengthens Advisory Team with Key Promotions

She also holds the Certified Trust and Financial Advisor (CTFA) designation and is a member of the Middle Tennessee Estate Planning Council.

UBS hires RBC Capital biotech bankers in U.S. health-care push

Noël Brown will become head of biotechnology at UBS, while Tim Chung and Alex Lim are both joining as managing directors

A US MD resigned from a business HSBC wants to keep

Hansen's exit follows complaints that bonuses in HSBC's DCM team were smaller than expected

Mangrove Property Insurance promotes five to leadership positions

He is well known in the market for his pioneering work developing option-to-repair and home-restoration programmes.

Zurich names Head of Life Sciences for U.S. Middle Market

Rastiello’s predecessor as Head of Life Sciences, Linda Schultz, is taking a global assignment with Zurich Insurance Group in Commercial Insurance.

BMO announces new head of U.S. commercial bank

Sciarrino will be work in both Los Angeles and Chicago

Citadel quant MD leaves New York to join hedge fund Balyasny

It's a Greenwich homecoming for Kang, who spent seven and a half years in the city while working as a portfolio manager for quant fund AQR.

Oppenheimer Adds to Technology Banking Group with the Hire of Ranjot Singh as Managing Director

He will be based in Oppenheimer's New York office and report to Robin Graham, Head of Technology Investment Banking.

U.S. Investment Specialist Expands Presence in Switzerland

The company appointed Robert Steiner as Head of Wealth Distribution for Switzerland and the DACH region.

Commonwealth Lures $213M Multi-Generational Team From Morgan Stanley

Peoples & Co. Private Wealth Stewardship is led by CEO Duane Peoples, who is joined by his wife, son and daughter, and takes a faith-based approach to wealth management.

Bankwell Appoints Brian Merritt as Chief Technology Officer

Prior to joining the company, he served as SVP, Head of Product at Cross River and was previously CEO of Seed, an online business bank.

Teneo Appoints Paul Mann as a Managing Director with its Financial Advisory Business

He has experience working across many industry sectors, with particular experience within the pharmaceutical, automotive, aerospace, industrial products, financial services, agricultural, retail and travel and leisure sectors.

Financial adviser joins RBC Wealth Management in Las Vegas

Wealth expert brings $300m in assets under management to the firm.

LPL Welcomes Legacy Premier Wealth Management

The advisors are longtime colleagues who teamed up to create a full-service wealth management firm

Ocorian continues to build US team to enhance service for fund managers

She started her career with Deloitte

Advyzon powers Indivisible Partners wealth platform

Indivisible Partners provides advisors with a curated set of “advanced” planning tools, open-architecture investment options.

People Moves