Managers of Wealth Americas

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.

Steward Adds South Florida Team From Raymond James

Silcox & Avonda Wealth Management in Stuart, Fla., with $716 million in assets, has moved over from Raymond James’ employee channel.

Certuity’s Rich Bursek Announces Four Hires to Support Growth and Technology Initiatives

Under the leadership of President and Partner Rich Bursek, Certuity, a multi-family office serving high-net-worth and ultra-high-net-worth individuals and families, has announced four strategic additions to its team. These appointments reflect Certuity&am

Ashton Thomas Private Wealth Welcomes Advisor Collin Rigler, Reinforcing Firm’s Model and Growth Strategy in Key Markets

Mr. Rigler joins Ashton Thomas from Alex. Brown

Insigneo hires BTG Pactual duo to expand Brazil coverage from Miami

Insigneo has recruited former BTG Pactual managing directors Renato Bisconcini and Renato Rizzatti to bolster its Brazil-focused UHNW offering from its Miami office.

Citi Private Bank Strengthens Its Latin America Team With New Bankers

With these appointments, Citi Private Bank continues to strengthen its team in Latin America, a key region within its growth strategy in the HNW and UHNW segment

CIFC Asset Management Bolsters its Investor Solutions Leadership with Strategic Hires

Senior Additions Bolster the Firm’s Relationships with Global Institutional Investors

PayPal names HP's Enrique Lores as new CEO

Lores succeeds Alex Chriss, who has led PayPal since 2023.

Beacon Pointe Advisors Welcomes Three Teams to Its National Platform

The firm expands its advisory services to clients across multiple markets, with approximately $62 billion in assets under advisement.

Apex Group names Jay Cipriano as Chief Strategy Officer

Jay will join in April 2026

First Horizon Wealth Management Welcomes Eric Teal as Chief Investment Officer

He brings proven leadership

Lazard Asset Management Expands Credit Platform with New Head of Leveraged Loans and High Yield

Industry veteran Gordon McKemie joins to build leveraged loans capability and broaden income and credit solutions for clients

Broadridge Appoints Trish Mosconi and Chris Perry to its Board of Directors

Broadridge also announced that Brett Keller, director since 2015 and member of the Audit and Compensation Committees, has notified the Company of his decision to resign from the Board

Raymond James hire for ESOP practice, former Comerica CIO joins First Horizon

Wellington Management, Lazard Asset Management also strengthen senior leadership.

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