Managers of Wealth Americas

ACA Compliance Group Expands Compliance Team with Former CCOs and Regulators

In 2017, we added over 50 professionals to our team to ensure we are meeting clients’ needs as well as expanding our internal knowledgebase and expertise.

Baker McKenzie appoints Director of Global Diversity & Inclusion

In her new role, Anna will develop and execute holistic and integrated D&I strategies to achieve the Firm’s short and long term D&I objectives.

Barclays Appoints Daniel Nehren as Head of Statistical Modelling and Development, Equities

With over 16 years of experience in the financial industry and a focus on global equity markets, Daniel is an exceptional addition to the team.

Wells Fargo and Citigroup Lose Reps to Ameriprise

I chose Ameriprise because I wanted to continue my career at a firm with a strong band and reputation

Cresset Wealth Advisors appoints Chief Investment Officer

Chicago entrepreneurs & investors Eric Becker, Avy Stein enlist former BMO Wealth Management CIO to drive investment strategy for new RIA firm

Lord Abbett Announces New Managing Partner

Appointment of 10th Managing Partner in the Firm’s History Ushers in the Next Generation of Leadership

Macquarie Capital appoint two as managing directors for North America TMT business

Mr. Holt joins from Rothschild & Co. where he specialized in M&A and strategic advisory assignments across a broad set of companies in the TMT space.

Guggenheim Securities appoints consumer analyst

He received his B.S. from Cornell University.

UBS names new wealth head for Latin America

The Latin American contingent will be led by Coutinho from her base in São Paulo where she is currently country head for Brazil, according to a source familiar with the situation.

Stifel Nabs $178M Rep from Wells Fargo Advisors

Stifel Financial has been luring wirehouse advisors in recent months

Instinet appoints Head of US Equity Content

Under Jeff’s leadership, we will further advance this model by closely aligning our high quality research analysts

AltaReturn Expands Leadership Team With New Hires

Industry veteran Andre Boreas and fintech expert Mike Durik join rapidly growing private equity software solution provider

PIMCO Hires Sung-Hee Suh as Managing Director, Global Head of Regulatory Risk and Compliance

Ms. Suh will oversee PIMCO’s integrated regulatory and compliance strategy globally.

Mirador Capital Partners Appoints Management Committee Members

The Management Committee is responsible for running and overseeing all operations of the business.

Morgan Stanley Appoints 153 New Managing Directors

Morgan Stanley (NYSE:MS) has announced the appointment of 153 Managing Directors.

Matt Bagwell to Lead Asset Management for Monarch Private Capital

“We look forward to Matt helping to strengthen MPC’s asset management team, which will further benefit MPC’s investors.”

Northern Trust Asset Management names head of funds, managed accounts

A spokeswoman for Hartford said the firm does not comment on personnel matters.

Blackstone's Hill hands hedge fund reins to McCormick

By installing a younger chief at the hedge fund unit, which makes up roughly one-fifth of the company’s assets, Blackstone is laying the groundwork for a generational shift

Twin Capital Management appoints co-CIO

Horgan started his career on Wall Street at Banc of America Securities as an investment banking analyst in 2006.

BakerHostetler adds securities litigation defence attorney in Seattle

Trailblazing lawyer will lead firm's Securities and Governance Litigation team

People Moves