Managers of Wealth Americas

Deutsche Bank has a new MD in New York. He’s in a hot area

Chen joined Deutsche from Chinese autonomous driving technology company WeRide, where he was chief strategy officer.

Avantos Expands Wealth Business With Senior Leadership Hires

Hemang Bhojani and Thomas Moore will drive product direction and market strategy as the AI-native firm enters its next phase of growth

Zaffino to leave AIG to take role at Palantir

In his role as CEO, the executive helped turn the insurer around as it put behind it financial woes and regulatory headwinds inherited from the financial crisis.

Citi Wealth appoints Liz McElherne to lead AIMS platform management

McElherne’s remit will cover product management, product development and business execution.

NewEdge Expands Florida Presence With Four Wealth Managers

Fort Lauderdale Team Brings Ultra High Net Worth Experience to New Location

Raymond James Financial board appoints new director

A resident of Tampa Bay since childhood with longstanding civic ties to the region, he will serve on the board’s Audit Committee and Risk Committee.

Novare Capital Management Adds Jessica Rickert as Senior Vice President

Rickert joins Novare's advisor teams to strengthen the firm's approach to serving families across generations

MEMX Appoints John Barreiro; Northern Trust Wealth Management Expands New York Team

He has extensive experience working with banks, asset managers, broker-dealers, and proprietary trading firms, helping clients navigate market structure and adopt high-performance trading infrastructure.

MAI Capital names Amy Brady managing partner to lead AI and growth push

Brady’s hire comes just a few months after Carlyle made its first majority investment in an RIA with its stake in MAI

Texas Regional Bank Appoints Trey Willerson President of TRB Trust & Wealth Management

Willerson is supported by a senior executive team that includes President of Divisions John Tippit and Chairman of Trust & Wealth Management Bobby Farris

Merit Financial Advisors Names Chief Technology Officer

Veteran Wealth Management Executive Will Lead Technology Strategy Focused on Integration, AI and Creating a Unified Advisor Experience

UBS Adds Four Financial Advisors to Los Angeles Private Wealth Office

The four advisors are joined by four client service professionals and will be based at UBS’s new office at 2000 Avenue of the Stars in Century City.

UBS Announces Leadership Appointments in the South Market

John is based in Atlanta and previously served as Market Director for the firm’s Northeast region.

City National Bank Appoints Two Leaders to Expand Private Bank and Wealth Management

Darcy Roennfeldt has been appointed managing director and head of trust and estate services.

Fortress Appoints Yuko Umino as Head of Private Wealth Solutions for Japan and Harry Bush as Head of Private Wealth Solutions for EMEA

Appointments mark the start of the international expansion of Fortress Investment Group's Private Wealth Solutions business beyond the United States and Latin America

People Moves