Managers of Wealth Americas

Bank of America Merrill Lynch taps Stifel for senior trader

Individual has previously served at Eight Capital, Canaccord Genuity, UBS, and Stifel.

Arch Insurance North America appoints EVP, head of marine

Kaufmann said: “Establishing a US Marine practice at a company with Arch’s growth trajectory and reputation for bringing innovative solutions to its customers is an attractive opportunity."

Lazard hires BofA banker to strengthen financial sponsors division, source says

The investment bank also hired former Citigroup dealmaker Ali Syed to cover sovereign wealth funds and pension funds last year.

Goldman Sachs Group Appoints Global Chairman Of Investment Banking

The recent leadership changes and market conditions have contributed to a strong quarter for Goldman Sachs Group, which saw a significant price surge.

Allfunds appoints Daniel Jesus Alonso as new Head of US

In this role, he led investment product strategy, development, and distribution for international clients.

Broadridge Announces Expanded Roles for Senior Leaders

The changes are effective as of July 1.

JPMorgan names insider David Frame global CEO of private bank

JPMorgan's private banking business oversees more than $2.9 trillion in client assets globally.

$27B Choreo Taps Former Edelman Exec as CEO

Jason Van de Loo replaces Larry Miles, who will transition into the newly created role of executive vice president of strategic partnerships.

EFG appoints Luis Ferreira to leadership role in Latin America

In addition, he will manage and further develop EFG’s competitive offering in the Latin America Region and ensure a strong compliance and governance framework.

Aztec Group welcomes Jose Sobrinho as Head of U.S. Technology

In this role, Jose will lead and oversee the Group’s U.S.-based technology initiatives

LPL Financial Welcomes Resilient Wealth Management

He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

$32.6B EP Wealth Hires Integrations Head From Captrust

Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of successful M&A at Captrust.

Antonia Murga appointed Market Head Latin America

I am very excited to announce the appointment

Northern Trust Names New West Region President

Abel Montañez to drive growth and deepen client engagement across the Western U.S.

Northern Trust Asset Management Appoints Head of International and Responsible Investing

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific

Fidelis Capital Welcomes Paul Trippe as Partner

Serving ultra-high-net-worth clients and institutions for more than 40 years, Paul Trippe is a respected investment authority in the private banking industry.

Future FinTech Announces Changes to its Management and Board of Directors

The resignations of Mr. Ming Yi, Mr. Fuyou Li and Ms. Ying Li from these positions were not a result of any disagreement with the Company

Triad Hires Former Fidelity Exec to CFO, Promotes From Within for Wealth Head

Insurance and wealth advisory Triad hires former Fidelity executive Derek Sullivan as CFO and promotes planning chief Scott Rinehart to lead the wealth division as it nears a $1 billion in client asset goal.

Americana Partners Taps Top Morgan Stanley Veteran Mark Monroe to Add to Houston Market Growth

Houston Firm Welcomes Former Morgan Stanley SVP Mark Monroe, Advisor to over $1B in Assets

LPL Financial Welcomes Wyatt Wealth Management

He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.

People Moves