Managers of Wealth Americas

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.

Ex-JPMorgan Bankers Rejoin Firm to Build Private Credit Team

Institutional investors have been seeking private credit investments as they look beyond traditional bonds for better returns.

Wells Fargo hires free-speaking analyst as in part of investment banking build out

“We are thrilled to have such an influential voice in this critical sector join our growing platform.”

BNY Mellon Taps SS&C's Salvage To Lead Global Hedge Fund Services

Hedge fund services industry veteran brings deep experience in delivering innovative solutions

Instinet appoints Scott Douglass as US Head of Sales for its Commission Management Services business

We are pleased to welcome Scott to Instinet.

UBS just hired a senior NYC equity researcher from Nomura

That firm remains in operation now that he’s at UBS.

Mercer Advisors Names Dave Welling CEO

I am thrilled to join Mercer and to build on the firm's stellar reputation for serving clients.

One of BlackRock's longest-serving mutual fund managers to retire

The world's largest asset manager, BlackRock also offers relatively low-fee index funds through its iShares brand.

Investors Real Estate Trust Announces Vice President Of Asset Management

Her responsibilities included identifying real estate investment opportunities for current and prospective clients, and facilitating business-opportunity partnerships between current and prospective clients.

Holly Street Wealth Advisors Joins tru Independence Platform

The team at Holly Street Wealth Advisors delivers white-glove wealth planning, investment management and advisory services to families, foundations and endowments.

Michael Barbosa Joins Andersen Tax as a Managing Director in Los Angeles

His work there included tax planning for cross-border transactions, managing U.S. federal income tax compliance and the international aspects of income tax provisions.

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