Managers of Wealth Americas

JPMorgan Promotes Pinto and Smith, Fueling Race to Succeed Dimon

Dimon, 61, has been running JPMorgan since 2005, making him one of just two big bank CEOs who have been in the role since before the 2007-2009 financial crisis.

Alessandro Nolet Joins White & Case as a New Partner in Milan

He advises lenders, corporates and private equity firms on a broad range of debt instruments, including a variety of loan facilities, high yield bonds and related derivatives.

Evercore hires Senior MD in the firm's Investment Banking Business

We are thrilled that he has decided to join Evercore to lead our Consumer Retail coverage effort, as his reputation for integrity and for providing clients with exceptional advice and execution fits perfectly with our business model.

Kevin Friedmann Joins Greenberg Traurig Corporate Team in Los Angeles

Corporate lawyer Kevin Friedmann has joined the Los Angeles office of global law firm Greenberg Traurig, LLP.

Willis Towers Watson names U.S. head of Asset Management Exchange

A spokesman at BlackRock could not be immediately reached for information on her replacement.

Indie space lures $200M advisor from Merrill Lynch

The independent channel has seen an influx of talent in recent months as advisors leave larger bank-owned firms for what they say is the greater flexibility offered by RIAs and IBDs.

EFG Chile banker exits to join local investment firm

EFG launched its Santiago office in March 2016 to advise high net worth clients on international investments and also on Chilean assets, which it trades through its own local brokerage.

Raymond James Lures Wells Fargo Reps with $230M

The recent recruits are the first additions of 2018 for Steward Partners, the company says.

Bryn Mawr Bank boosts board

Born in Havana, Cuba, Mr. Calderin immigrated to the United States with his family in 1962.

Baird recruits three for investment banking team

Stack and Song are Managing Directors and Co-Heads of Government Services Investment Banking, and Sevilla will is a Director on the Government Services Investment Banking team.

SS&C Names Rishi Khanna as Managing Director of Alternative Assets Technology

Khanna committed to driving innovative middle and back office alternative asset technology solutions for SS&C customers

Manulife Investments Announces Change to Portfolio Management Team

The Global Equity Team is expected to be fully integrated early in the second quarter of 2018.

Guggenheim Investments Appoints Chief Administrative Officer

Mr. Binder has over 24 years of experience in the asset management industry.

Summit Partners Announces Promotions

Matt Hamilton was promoted to Managing Director

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

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