Managers of Wealth Americas

Ballentine Partners Announces Four New Partners

These appointments reflect the firm's continued growth and commitment to developing exceptional leaders who embody Ballentine Partners' client-first philosophy and collaborative culture.

duPont REGISTRY Group Appoints Cristina Cheever as Chief Marketing Officer

Former Robb Report, Porsche & Aston Martin executive to oversee global marketing strategy

Broadridge Appoints Frank Troise as President, Global Capital Markets

Proven innovator to lead front-to-back capital markets transformation across traditional and digital ecosystems

Wells Fargo Names Dennis Devine to Lead Business Banking

Dennis brings to Wells Fargo more than 20 years of financial services experience

Aspen Standard Wealth Names Kevin DiSano as President

Aspen takes an individualized approach to working with RIAs

Mercer Advisors Tap 2 for Leadership Roles

Salameh will lead the New Jersey and Philadelphia markets, while Walters will oversee the San Diego market.

Esteemed Finance and Public M&A Partners Join Latham & Watkins in New York, Adding More Elite Capabilities to Top-Ranked Practice

With an outstanding track record of advising on the most sophisticated and transformative transactions, partners bring many complementary strands to our corporate ambitions in New York and globally.

Milemarker Appoints Adrienne Paulsen as Vice President of Operations

Wealth Management Data Infrastructure Leader Adds Veteran Orion Executive to Drive Operational Excellence and Client Success

Sagient Names Industry Veteran Pete Alliegro Chief Investment Officer

Latest leadership team hire signals continued expansion of independent wealth management firm

Janney Montgomery Scott Snags $1B Delaware Team

The $1 billion team led by Peni Warren and Chris Fantano moves from Merrill Lynch to expand Janney's Delaware presence.

Lazard Expands Its Healthcare Services Team With Addition of John Koski and Robert Lowe

This announcement also reflects the ongoing momentum behind Lazard’s long-term growth strategy

Citi Private Bank Appoints Chad Reddy as Market Executive – West

Chad will oversee the Private Bank’s presence in this critical region, supporting the growth ambitions and wealth goals of our clients and

Envestnet Appoints Rich Friedberg as Chief Information Security Officer

Innovation-Driven Cybersecurity And Enterprise Risk Leader To Strengthen Trust, Resilience, And Long-Term Growth Across The Leading Wealthtech Platform

Chubb Appoints Scott Henck Global Chief Actuary

Cynthia Bentley promoted to succeed Henck as North America Chief Actuary; Paul O'Connell to Retire

Pinion Insurance hires US chief underwriting officer

He will be based in Jacksonville, Florida, and report to Philip Vandoninck, Pinion’s group CUO.

Northern Trust Appoints Jessica Donohue as Head of Asset Servicing, Americas

Northern Trust provides market-leading solutions to nearly 3,000 institutional clients in 53 countries

AE Wealth Appoints Veteran Wealth Leader and Former Osaic Executive Shannon Larson as President

Larson succeeds Chris Radford, who stepped away from the role in summer 2025 to be closer to his family.

Willkie Adds Banking Regulatory Partner Patrick Hanchey in Dallas

Patrick advises banks and financial institutions on state and federal banking laws, high-stakes regulatory matters, enforcement actions

BeneRe unveils new captive director

His background includes leading consultative sales efforts centered on lowering pharmacy spend through smart plan design, rebate strategies, utilisation management, and data-driven solutions.

Keebeck Wealth Management Adds Abbas Kazmi to Scottsdale-Based Keebeck Real Estate Team

Institutional real estate investor reunites with Chris Robertson and Jackson Currier to help expand Keebeck Real Estate's relationship-driven platform in Arizona

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