Managers of Wealth Americas

Steward Partners and Raymond James Add to Washington and New York Offices

Raymond James Affiliate Welcomes The Staadeker Group To Washington, D.C., And Steven Libov To New York City

BMO official Kevin Gopaul tapped as next CETFA chair

As regulatory changes continue to put pressure on investment fees, the ETF industry has seen a number of new players and new products, largely in the actively managed space.

Oppenheimer & Co. Inc. Announces Rita Keskinyan As Head Of Consumer Banking

She spent 15 years at BT/Alex Brown, where her experience included leveraged finance, rated corporate lending, relationship management and securitizations.

Foresight Wealth Management Announces New Advisory Board and Two Executive Appointments as Firm Expands Service Capabilities

As Foresight expands into new areas of capabilities in the wealth management industry.

A former cohead of tech at Goldman Sachs has joined a startup that wants to be the iOS of Wall Street

Walker retired from Goldman in 2016 after 15 years with the Wall Street titan.

Capview Partners appoints Brooks as MD and client relations head

Brooks received his bachelor’s degree in economics from Cornell University.

Real estate exec tapped to lead Downtown Alliance

If the Alliance board vote goes as expected.

Greg Lawton Joins Antares Capital to Lead Fund Raising Efforts for Firms’ Asset Management Group

As the growth of our asset management business continues to accelerate.

Goldman Sachs Names Patel, Russell to Run Combined GSAM Team

Patel and Russell will run teams responsible for sales, client service and strategy for corporate and public pension plans

Hedge fund manager John Paulson joins Valeant board

Valeant shares jumped 5.9 per cent in pre-market trading.

Former UBS Private Wealth Leader Straus Nabs First Client as IBD

John’s new firm, Dallas-based Requisite Capital Management, includes Bryn Basiardanes Talkington, a regional director at UBS Asset Management

Citi Private Bank Strengthens West Coast Team

Citi Private Bank helps clients grow and preserve wealth, finance assets, make cash work harder, preserve legacies, and serve family and family business needs.

Fintech and innovation leader Simon Moss joins Grant Thornton

He also served as CEO of Mantas Corporation, where he transformed the firm into a market leader in anti-money laundering and compliance technology, prior to its acquisition by Oracle.

RBC Capital Markets Promotes Scott Sinawi to Newly Created Lead FICC Role

He originally joined the group back in April 2009, working out of New York.

Guggenheim Securities International Expands Energy Practice

We look forward to his continued success at Guggenheim.

RBC poaches Bank of America prime brokerage head

Jonathan Yalmokas reportedly resigned from his role at Bank of America Merrill Lynch last week and will join RBC.

MetLife shakes up senior management team

But the regulatory process took longer than expected.

U.S Trust Announces New Hires in May

To serve the growing demand for wealth management services

Head of Institutional Sales Announced for Global SPDR Business at State Street Global Advisors

She held a variety of roles, most recently as Global Head of Distribution and Product Strategy for the Securities Division.

Tannon Krumpelman to Join Evercore as Senior Managing Director in the Financial Services Advisory Practice in New York

He will join from UBS, where he was a Managing Director and Head of Banks for the Americas.

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