Managers of Wealth Americas

Deutsche Bank Wealth Management expands western US private banking team

Rounds joins from Morgan Stanley Wealth Management.

Options Group Announces the Appointment of Debbie Freer as Head of OGNext

Debbie is a senior advisor to OUT Leadership, a global leader of LGBT efforts.

Janney Adds Three Advisors In June Managing Over $250M In Assets

With the addition of these three Advisors, Janney has welcomed a total of 23 experienced Financial Advisors to the firm in 2016.

Silicon Valley-based Independent Wealth Management Firm, Intellectus Partners, Expands its Investment Team & Footprint; Celebrates One Year Anniversary

Mr. Zeck joins Intellectus from a role as Managing Director of the Billion dollar fixed income mutual fund

Private funds lawyer joins Gibson, Dunn & Crutcher

With 11 years of experience, he represents alternative asset managers in all aspects of their operations, including establishing new investment firms.

Northern Trust Asset Management Expands ESG Team

Appointment in Response to Growing Demand for Environmental, Social and Governance Investing

Stella Point appoints Weiss as CFO

Mr. Weiss also serves as a member of the Maimonides Medical Center Board of Trustees.

Miller joins Wynnchurch Capital

She is an active member of the Turnaround Management Organization, American Bankruptcy Institute, and International Women’s Insolvency & Restructuring Confederation.

BNY Mellon Wealth Management hires Esteban Colon as wealth director

He joins from PNC Private Bank, a unit of PNC Financial Services Group Inc, where he was a senior relationship manager.

Founder Arthur Bell assumes new role as Chairman, Corey McLaughlin promoted to Managing Member

Arthur F. Bell Jr., the company’s namesake, has assumed the newly created role of Chairman. Member, Corey A. McLaughlin, has now been elevated to the senior leadership role of Managing Member.

Top Female Wealth Executive, Julie Castle, Joins Cannon Financial Institute

Cannon is known as the industry leader in adviser development.

Guggenheim Hires Evercore’s Sena for Technology, Media Expertise

The company opened an office in San Francisco and has been hiring people who have worked at rival firms including Deutsche Bank AG and Jefferies Group.

Martin Kent Joins Lancaster Pollard as Chief Credit Officer

Kent, most recently the director of multifamily credit/underwriting for Fannie Mae’s seniors housing programs, will provide credit oversight for all the firm’s banking activities.

GMP Capital’s Head of U.S. Operations Leaves

Chris Tate, who couldn’t be reached for comment, left the dealer earlier this week, the person said.

Fieldpoint Private Expands Westward With Key Addition

Clay Skurdal to Advise Clients From the West Coast to the Northern Plains

Kevin Turner, Microsoft Executive, to Join Citadel Securities

He built the sales force into the strategic asset it is today with incredible talent.

All change at BMO Global Asset Management

BMO Global Asset Management enjoyed a busy month in June, appointing a new chief executive officer and promoting its new order management system.

Investment Management Partner Joins Norton Rose Fulbright in New York

He also represents investment advisers, mutual funds, hedge funds, venture capital funds, pension funds, commodities funds, banks, insurance companies and their boards of directors.

Citadel hire shows financial industry poaching Silicon Valley execs

These executives are helping banks and hedge funds morph into companies that rely on complex computers, big data analysis and artificial intelligence to get an edge in investing.

Marks Paneth LLP Adds Depth to its Private Client Group

We are delighted about bringing on Kranz & Company’s talent.

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