Managers of Wealth Americas

Daniel Farley promoted at U.S. Bank Wealth Management

Previously, he was a commercial real estate professional at Dougherty Financial Group and chief financial officer with Master Development Services.

Rafael Pérez Appointed as Head of Business Development for Fund Services in the United States

Based in New York, Rafael brings more than 20 years of experience across the global funds industry, with a focus on business development, cross‑border fund structuring, and international distribution.

Chubb Tempest Re Announces Key Leadership Changes

James Wixtead Appointed Executive Chairman; Michael O'Donnell Named President

Farther adds veteran billion-dollar RIA chief as principal wealth advisor

Casey Bear brings $225M in client assets and 13 years as an RIA CEO to the platform.

Ally Financial Names Mark Mathewson Chief Information and Data Officer

Seasoned technology executive brings 25+ years of financial services expertise and a proven track record of building and scaling high-performing organizations

William Blair Hires Head of Biopharma Investment Banking, Based in New York

William Blair’s global Healthcare investment banking team is world renowned and highly respected, and the firm’s momentum in biopharma shows a deep understanding of the innovations and leaders shaping the sector

HarbourVest appoints MD & COO of global private wealth

He joins HarbourVest from Morgan Stanley Investment Management, where he served as managing director and COO for the U.S. Intermediary Distribution business.

BCTS Appoints Scott Harrison as Chief Executive Officer

Scott Harrison Brings More than 35 Years’ Experience Leading Industrial and Critical Services Companies

Regions Bank Names Thom Smith as Private Wealth Regional Executive for Georgia and the Carolinas

Veteran wealth management executive to lead growth and advisory services for high-net-worth clients across growing markets in the Southeast.

Aztec Group appoints Melissa Ferraz as Chief Commercial Officer

Melissa joins Aztec from BlackRock, where she held senior Managing Director roles across its private markets and technology businesses.

Prediction market Kalshi hires risk chief Udesh Jha from CME Group

Jha previously spent 16 years at derivatives exchange CME Group, most recently serving as managing director and head of post-trade services.

Regions Bank Names Thom Smith as Private Wealth Regional Executive for Georgia

Smith’s move to Regions Bank is part of the company’s strategy for building more Private Wealth Management growth and consistently strengthening client service.

Modera Wealth Management Hires Two New Chiefs to Lead Investments and Operations

Gaurav Mallik joins as CIO and Shelly Kapoor named COO as the RIA adds two industry veterans to aid expansion of investment and technology platforms

Family Office Partners Expands into Houston with Addition of Patrick Keller and Andrew C. Keller

The expansion strengthens Family Office Partners’ integrated family office model in a key growth market for entrepreneurial and ultra-high-net-worth families.

My Investment Path Strengthens Its Wealth Management Team with a New Hire

The Miami-based RIA expects Tomás Ulloa to play a key role in expanding the company's business in Latin America

Bank of America builds out regional investment banking teams

The addition of eight new managing directors and one vice chair is set to expand the bank's regional investment banking division across nine US cities.

Citi hires two senior advisors from Banco do Brasil for Miami team

The firm has added Vanessa Keller and Rodrigo Noschese, two veteran advisors with extensive experience serving international clients.

Vontobel SFA taps Swiss banker to run Miami in reshuffle

Alongside the new role for Gian Reto Naegeli, Vontobel Swiss Financial Advisors has consolidated Americas coverage and opened in Los Angeles.

Bank of America hires nine senior investment bankers to target US middle market

The business ⁠also retained its top investment banking ranking among global commercial banking clients for the third consecutive year, while growing its market share year over year, BofA said.

Florida's Pibank names Francesc Noguera as CEO

Florida-headquartered neobank and Intercredit Bank subsidiary Pibank has named Francesc Noguera as its CEO

People Moves