Managers of Wealth Americas

LJ Partnership Recruits HighTower Advisors Team for NYC Expansion

The private wealth manager already oversees more than $14 billion in client assets and plans on continuing to expand its presence internationally.

30+ Year Industry Veteran Chris Radford Joins AE Wealth as President

Innovative Technology Enhancements for Advisors Further Position AE Wealth Management to Continue Growth Trajectory

Myles Gilbert Joins Ares Management as Head of Investor Strategy & Solutions

Newly Created Position Highlights the Increasing Interest from Investors To Tailor Investment Solutions and Coordinate Cross-Platform Mandates

Santander Asset Management appoints CEO

Santander Asset Management (SAM) has named Mariano Belinky as its new chief executive officer, the firm announced February 6.

Goldman Sachs Names Its First Female CEO for Brazil Business

Bastos will report to Gonzalo Garcia and Ram Sundaram, co-heads of Latin America, according to the memo.

Financial Editor of The Wall Street Journal to join Lazard

Based in New York, Mr. Berman will join Lazard’s growing Shareholder Advisory practice

Ladenburg Names Industry Veteran as SVP Of Advisory Services & Solutions

Industry Leader to Spearhead Enterprise Strategies to Enhance Advisory Platforms, Expand Fee-Based Advisory Work and Advance Ladenburg’s Position in RIA Channel

Securities America Adds Two Advisor Groups and $3.5 Billion Assets

Two more super OSJs leave NPH for a subsidiary of Ladenburg Thalmann Financial Services.

HSBC Mexico hires Invex fund selector

HSBC has strengthened its Mexican asset manager with the hire of a local fund selector.

Northleaf hires Vision Capital’s Matt Shafer to lead NYC office

Canadian private-markets investor Northleaf Capital Partners has hired Matt Shafer as a managing director on the firm’s private equity team.

Alvina Lo Joins Wilmington Trust as Chief Wealth Strategist

"She has a great understanding of the unique challenges and strategic opportunities that high-net-worth clients face and a proven track record of delivering excellence."

HSBC’s embattled markets business hired a new head of compliance from Cantor

This is the second setback for HSBC in the past six months.

Chubb Names Michael Smith Chief Claims Officer

Frank Lattal, Senior Vice President, Chubb Group, to Manage the Company's Largest, Most Complex Claims

BTIG Names Matthew Partain Head of Prime Brokerage Sales

BTIG offers solutions for hedge funds, family offices and separately managed accounts

Vancity Community Investment Bank announces Jay-Ann Gilfoy as new CEO

Jay-Ann replaces VCIB acting CEO Lisa Coltart, who will be returning full-time to her role as senior vice-president of enterprise services at Vancity.

Stone Investment Group Limited Announces Management Change

In the near term, the President’s responsibilities will be assumed by Founder and Chief Executive Officer, Richard Stone.

Och Ziff energy equity MD leaves for fund

Pattyn had been at Och-Ziff for nearly 11 years and was formerly an analyst at Morgan Stanley.

Peter Brundage Joins Evercore as Senior Managing Director in its Advisory Practice and will Establish Dallas Office

Mr. Brundage has a BA from the University of Virginia and an MBA from The Tuck School at Dartmouth College.

Lazard Asset Management Hires International Equity Value Team

Expands International Equity Platform with New Unconstrained, Concentrated Value Strategies

Wells Fargo AM appoints Global Head of Research, Multi-Asset Solutions Team

Before joining the investment industry, he was a postdoctoral research fellow at the Harvard Graduate School of Business.

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