Managers of Wealth Americas

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

Former RFG Exec Abby Salameh Joins Mercer as Managing Partner

Abby Salameh will oversee the growth in the New Jersey/Pennsylvania region, while Chris Walters, a former chief advisory officer at Savant, will lead the San Diego market.

JPMorgan Chase CIB appoints Guy Halamish as COO

The move was confirmed in an internal memorandum signed by CIB co-heads Doug Petno and Troy Rohrbaugh, signalling a decisive shift in how the bank intends to embed AI into its core operations.

Brown Brothers Harriman strengthens family-office team with new managing director

Bill Luterman joins BBH with over 30 years of experience in advising entrepreneurs, families, and institutions

Balanz USA Appoints Federico Francia as Head of Wealth Management

Federico Francia joins his new position this February 2026, after working for more than eleven years at Puente Servicios Financieros

Regions Bank Names Kafi Slaughter as Private Wealth Leader Serving Key Texas Markets

Slaughter’s industry experience, passion for superior service, and deep community engagement will further differentiate how Regions serves clients in Houston, Austin and beyond.

Arcadian Risk Capital enters management liability sphere with Mark Butler

Mr Butler joins from AmTrust where he was head of AmTrust Exec

Apollo Names Diego De Giorgi as Incoming Head of EMEA

De Giorgi has spent more than 30 years in London serving in key leadership positions for large global banks.

$5.5B RIA Aprio Adds Chief Compliance Officer From Compound

Courtney Holt has left Compound Planning after about a year to run compliance for Atlanta-based Aprio Wealth Management.

People Moves