Managers of Wealth Americas

JP Morgan Private Bank Adds Justo Schiopetto as Banker in Miami

J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices

Investment Industry Leader Joins Rothschild Wealth Partners to Advance Strategic Expansion and Strengthen Market Presence

The appointment of Mr. Kelly comes as Rothschild Wealth Partners continues to build on its nearly 120-year legacy

F.L.Putnam Expands in New Hampshire with New Office and Two Senior Hires

Thomas Burleigh and Michael Hanlon expand the firm's local financial planning and investment management expertise and capabilities

Eastern Bank Welcomes Diana Kenneally To Cambridge Trust Private Banking

Ms. Kenneally most recently served as Senior Private Banker for the New England region at BNY Mellon Wealth Management

JP Morgan Private Bank Hires Antonio López Doddoli in Houston

J.P. Morgan Private Bank Announced the Addition of Antonio López Doddoli to Its Latin America Team as Vice President and Banker at Its Houston Offices

Mercer Advisors Appoints Kate Shackleton as Head of New Partner Success

Seasoned wealth management leader joins $86 billion RIA to accelerate partner firm success and growth

Advyzon Expands Its All-In-One Platform With Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor

Comprehensive wealthtech platform plans to launch new capability in 2026

Wellington Management Appoints Michael Trihy as Head of Portfolio Management

In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.

Atria Co-Founder Lands at Annuities Wholesaler WealthVest

Kevin Beard has joined WealthVest as Chief Strategy Officer, where he will lead a new initiative, WealthVest Investment Services.

Chubb Appoints Brian Church to Lead International Property and Casualty Division

Brian will oversee the company's international commercial property and casualty (P&C) insurance business

Connor Reinarman Joins Bradford Wealth Management As Advisor

In his role, he will assist clients with personalized financial planning, individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, charitable giving solutions, life insuranc

Cetera Welcomes 34-Member Pillar Financial Group with $1.8 Billion in Client Assets

Multigenerational advisory firm with offices in Washington, Idaho, and Illinois joins Cetera for its technology, personalized service, and commitment to supporting independent financial advisors

Raymond James Ltd. Recruitment Momentum Continues as the Edmonton Branch Welcomes Lance Priemaza

The Edmonton Branch is one of Raymond James Ltd.'s biggest offices, with 30 advisors and almost 40 associates.

Stratos Wealth Holdings Appoints Charis Jones as Chief Operating Officer

Jones brings nearly three decades of leadership experience in financial services, spanning compliance, supervision, and operational excellence.

Balyasny’s Goodwin to lead new $15bn equities unit

The approach mirrors other multi-strategy giants such as Citadel

UBS Florida International Adds Gustavo and Leon Ciobataru in Miami

Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International

UBS Florida International Adds Gustavo and Leon Ciobataru in Miami

Both will be based in the bank's offices located in downtown Miami and will report to Catherine Lapadula, managing director/market executive of UBS Florida International

BNY Investments names new global distribution head

The sales head for BNY's multi-boutique joins from American Century Investments and will be based in New York.

Northern Trust Asset Management Adds Long/Short Equity Expertise

Slava Malkin joins as senior portfolio manager to bolster tax-advantaged strategies

Truist appoints new leadership for Truist Wealth and Premier teams in Texas

Truist Wealth names Joe Levi North Texas Regional Managing Director, hires Erik Carrington as Houston and Central Texas Regional Managing Director

People Moves