Managers of Wealth Americas

HQ Capital appoints Jeremy Katz as Co-Head of Real Estate

Mr. Katz joined HQCRE in 2005 and has an extensive track record with the firm

SunTrust boosts technology group with four hires

Prior to that, he worked as an M&A banker at Sagent Advisors, Wachovia Securities and Lehman Brothers

Oppenheimer & Co. Inc. Announces Four New Managing Directors In Its Fixed Income Business

"By hiring these professionals, we are expanding our franchise to better serve our institutional investor community with additional fixed income expertise, geographic reach, and intellectual capital," commented Albano.

Raymond James hires Hinkens and Egli as Managing Directors

The firm has also picked up Steve Egli, who joins the firm’s Financial Services Investment Banking practice as a Managing Director

Imperial Capital Hires Two Senior Sales Professionals Forming a Dedicated Convertible Institutional Sales Group

“The team brings to Imperial a wealth of product knowledge across the capital structure as well as a history of superior client service.”

Santander Names Bank Co-Presidents, Rubino Appointed Head of Corporate & Commercial Banking

His leadership approach and strategic vision for our business are exactly what we need going forward to distinguish ourselves as a leading commercial banking franchise.

Jay Sinsley to Lead the Investor Relations for Monarch Private Capital

His responsibilities included project management, client relations, business development, and account management.

William Blair nets advisers with $1B in combined AUM

In Boston, William Blair hired veteran advisers James Devins III and Joseph Roberts, also in May.

Jenner & Block Expands Private Wealth Practice With Addition Of Experienced Wealth Management Lawyer Emily Petrovic Li

Ms. Li represents high-net-worth individuals and their families who have complex estate planning needs.

June Busts UBS Wealth Balloon as Another Multi-Million-Dollar Team Jumps

UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.

Finance: Women who could succeed JPMorgan CEO

New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm

Houlihan Lokey Builds Its Strategic Consulting Group with New Hire

He is based in New York and focused on the technology, media, and telecommunications sector within Strategic Consulting.

Manning & Napier, Inc. Announces Director Appointments to the Company's Board

He started his career in an accounting role at Ball Corporation in 1982.

T. Rowe hires former AXA IM multi-asset head for EMEA role

Also made hire in North America

Robert Soros Is Stepping Down as President of Soros Family Office

He’ll create a unit called Soros Capital, which will tend toward illiquid investments including venture capital.

Calvin Jordan rejoins Mercer after retiring from N.S. health employee pension plan

He retired from that role on June 21.

Chubb Appoints Leigh Anne Sherman to Lead Private/Not-For-Profit Management Liability Business in North America

She will continue reporting to Scott A. Meyer, Division President, North America Financial Lines.

BNY Mellon Wealth Management Names Brian O’Neil as New Wealth Director in Denver, CO

Financial services veteran joins the firm’s expanding Denver office

Morgan Stanley Hires Big-Name “International” Broker in NYC

We moved to Ameriprise because the firm’s guiding principles match those of our team.

Janney grabs $185M duo to open new office

This office opening represents the commitment we have to build on the reputation and success of Janney Montgomery Scott in this region and be a contributing member of the community.

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