Managers of Wealth Americas

Raymond James Financial Announces Key Executive Leadership Appointments

In addition to the Bank Segment, Curtis will continue overseeing Raymond James Investment Management, Marketing, Corporate Real Estate, and Office and Procurement Services.

$29B Choreo Hires Chief People Officer From Edelman Financial

She will report to Choreo CEO Jason Van de Loo, who said in a statement that she will help Choreo with its “next phase” in her new role.

Wells Fargo fires 22-year employee day after disability complaint, suit alleges

Approved accommodations sat undelivered for six weeks before the firing

Esparza joins Wilde Wealth Management Group

Based in the Deer Valley Airpark, Esparza will continue serving clients from his long-time Esparza Group office

Megan Neace joins Florida Trust Wealth Management

Neace has extensive experience interpreting trust instruments, wills and other estate planning documents.

Third Coast Bank Expands Corporate Banking Leadership

Names Bernie Lacayo Head of Corporate Banking

Winthrop Wealth Welcomes Scott Cohen and Robert Abendroth as Wealth Advisors

Cohen and Abendroth join Winthrop Wealth's multi-generational team of advisors, adding to the firm's experience in retirement and financial planning.

Alex Wells selected as Zurich U.S. CEO

Former President of U.S. Middle Market to lead commercial insurance provider’s U.S. business as Sierra Signorelli departs.

J.P. Morgan Private Bank Names Nelle Miller and William Sinclair Co-CEOs of U.S. Private Bank

Both executives bring substantial institutional experience to the leadership structure.

State Street Announces Leadership for Alpha and Enterprise Operations and Technology

Mostapha Tahiri Named President of State Street Alpha; Ann Fogarty Named Enterprise Chief Operating Officer

Pallas Capital Welcomes Emily Richard, CFA -- A Rising Force in Next-Gen Wealth Management

Pallas Capital is prepared to empower Emily with valuable resources and growth opportunities, propelling her career further in the industry.

J.P. Morgan Hires Wells Advisor Managing $533M in Palo Alto

Pourya Naeimi joined the bank’s traditional brokerage unit, J.P. Morgan Advisors, on September 4 along with client associate Brian Hackmeister

Juliana Herrmann Joins UBS International to Strengthen Its Business with Latin American Clients

Prior to joining J.P. Morgan's private banking business, she worked for over a decade in its Latin America Investment Banking division.

Michael Baker International Names Subrata Saha VP, Data and AI

Experienced technology executive to lead enterprise data and AI strategy, advancing firm's AI-native vision and data-driven future

Citi Private Bank hires Radzinski from Bank of America

Radzinski will join from Bank of America, where she was a managing director at the private bank advising families, private foundations, universities and faith-based organizations.

Flagstar Bank Extends West Coast Footprint with Strategic Los Angeles Hires

Strategic hires across Commercial Real Estate, Specialized Industries & Capital Markets, Corporate & Regional Commercial Banking, and Private Banking signal the institution’s growth

HSBC Private Bank appoints Global Head of Family Offices and Head of US Private Bank

Both Hannes and Cayman will report to Ida Liu, CEO of HSBC Private Bank.

bolttech appoints new CEOs for APAC and North America businesses

Butler brings more than two decades of experience spanning insurance, banking and retail sectors across Asia and Europe.

Stephen Nash joins Clear Street as chief business officer

Nash spent nearly nine years at DriveWealth, most recently as Chief Commercial Officer, leading global commercial strategy for the brokerage-infrastructure platform that lets banks, fintechs and financial institutions offer investing to their customers.

GoldenTree Asset Management Hires Chief Financial Officer

Ms. Conti joins GoldenTree from Sculptor Capital, where she served as Executive Managing Director and Chief Financial Officer and was a member of the firm’s Partner Management Committee.

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