Managers of Wealth Americas

Elevation Point Stakes $2.5B Breakaway Team That Left UBS

The investment in Family Office Partners represents Elevation Point’s first deal since selling a minority stake to Emigrant Partners and its first in the breakaway space.

FP Canada appoints new chair and board members

Seasoned professionals take on new roles

R&T Deposit Solutions names former Fiserv exec Theo Curey as president

Curey previously served as Fiserv's head of money network and as president of its Credit Union Solutions division.

CapWealth Embraces Multifamily Office Model With Addition of Blake Harrison

Harrison’s deep tax planning expertise positions $1.7B RIA for continued growth to serve clients with complex needs

Former LPL Exec Comes Out of Retirement to Lead $8.8B Hybrid RIA

He’ll serve full-time on WCG CEO Jimmy Lee’s management team.

Camden National Wealth Management Expands Team with Two New Experienced Advisors

These strategic additions reflect the bank’s continued commitment to delivering personalized investment management and financial planning solutions to both individual and institutional clients.

Deutsche Bank appoints new head of Latin America trade finance operations

The bank operates teams in New York, Miami, and São Paulo to serve Latin American markets.

Citi Board Elects Jonathan Moulds to Board of Directors

Citi will benefit greatly from Jonathan’s widely recognized track record for driving change across large organizations and the strong focus he puts on efficiency, regulatory compliance, and innovation.

Dakota Wealth Management Promotes Key Executives, Fueling Next Stage of Growth

With 40 years of experience building successful RIAs, including three exceeding $1 billion in AUM, Peter Raimondi, Founder and CEO has prepared Dakota Wealth Management for the future.

Bennett Blau Joins Evercore as Senior Managing Director in the Healthcare Investment Banking Group

Mr. Blau joins Evercore with over 15 years of investment banking experience.

Aon promotes Rieth to Global Cyber Leader, Commercial Risk Solutions

Based in Chicago, Reith will reportedly retain direct responsibility for North America while expanding his leadership to include collaborative oversight across EMEA, Latin America and Asia Pacific.

Henry Mercer Named Chief Investment Officer at Withum Wealth Management

In this new position, Henry will oversee the Investment Planning and Economic Committees at Withum Wealth Management, bringing decades of wisdom and market experience to the role.

Mellany Bagtas joins UBS as a Financial Advisor in New York City

She will be based out of the firm’s 299 Park Avenue office and will report to Associate Market Executive Demie Kommatas.

Advisor moves: LPL and Raymond James add veteran advisors in California

LPL welcomes a Beverly Hills-based practice from Wedbush Securities as RayJay adds a Stifel alum to its employee advisor arm.

RBC elevates US investment bankers Chawhan, Monga to unit heads

Prior to RBC, Monga spent nearly 17 years split between Deutsche Bank, opens new tab and Bank of America.

Clément Chenneveau Joins Altium Wealth Architecture to Enhance Strategic Advisory Services for UHNW Families and Entrepreneurs in Quebec

This strategic addition underscores Altium's commitment to delivering bespoke wealth management solutions to ultra-high-net-worth families, entrepreneurs, and sophisticated investors.

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