Managers of Wealth Americas

Captrust Names Former Echelon Managing Director M&A Head

Mike Wunderli will guide the acquisition strategy of the more than $1 trillion Captrust in a newly conceived role across wealth and employer-based retirement plan advice.

WTW appoints Eric McMurray chairman of Health, Wealth & Career and Anne Pullum as global Health & Benefits business leader

The role will be effective July 1 as McMurray completes his current role as global head of Health & Benefits.

Partners Group hires Chief Investment Strategist for its Private Wealth and Retirement business

She joins Partners Group from iCapital, where she held the role of Chief Investment Strategist for the last four years.

Akin Grows Investment Management Practice in Abu Dhabi with Addition of Skye Smith

Smith will begin in the Dallas office and relocate to Abu Dhabi in the coming months.

Tradeweb appoints Sherry Marcus from AWS as head of AI

In this newly-created global role, she will report to Tradeweb Chief Technology Officer Justin Peterson.

Grant Thornton appoints Rick Surett as CFO, succeeding longtime leader Muhammad Bhayat

He is an accomplished financial executive with nearly 30 years of experience across private equity backed companies, public markets and complex capital structures.

Evercore Wealth Management Expands San Francisco Office with Appointments of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winnie Yam

All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust.

Hightower Announces Transition to CEO Larry Restieri

Leadership change marks pivotal moment in RIA’s evolution

Aztec Group appoints former Vanguard Executive Sean Hagerty as chair

With growing expansion in the U.S. and a market leading presence in Europe, Aztec Group appoints new Chair to continue long-term growth journey.

DTCC appoints Laura Deaner as chief information security officer

In addition, she will continue to ensure that cyber resilience is incorporated into strategic firm initiatives, including product and technology deployments, AI-fueled innovation and cloud adoption.

Ex-Goldman Executive Restieri Officially Takes Reins at Hightower

Bob Oros, who oversaw an aggressive acquisition strategy at one of the country’s largest RIAs, will step down as CEO but remain a member of the board.

Northern Trust Asset Management Appoints Chief Investment Strategists

Paulin and Tanious will work with Northern Trust Asset Management’s investment team in equities, fixed income, multi asset, and alternatives to build its economic and markets views.

Sonia Lugo Joins Peapack Private Bank & Trust

Sonia joins the Bank's commercial banking division as a Managing Group Director responsible for leading a team of relationship managers in support of the Bank's growth into Long Island.

Wealth Manager Joins Twenty Four Wealth

Kirpalani most recently co-managed more than $300 million in assets serving more than 330 clients at a Greenwich, Conn.-based wealth management firm.

Morgan Stanley’s job cuts begin in June and fall heaviest here. 2025 is about revenue growth without hiring

If you search for financial services redundancy notices, you can see exactly how the 2025 reduction in force is going to affect New York-based Morgan Stanley bankers, starting from June.

Ashton Thomas Private Wealth Welcomes New Team in San Francisco

Together, they will form the Speritas Private Wealth Team, with Mr. Millar as a Partner, Managing Director and Private Wealth Advisor, and Mr. Preziose as a Wealth Advisor.

Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham

He joins the firm from Merrill Lynch.

Henry Brandts-Giesen appointed global co-chair of Dentons’ Family Office and High Net Worth group

He is general counsel and strategic advisor to single and multi-family offices and family enterprises.

Citi Hires Merrill’s Meraz for Regional Role in California

Until August, Frank Consalo, Citi’s head of national sales, will oversee the California market, according to the memo.

Amplify appoints industry veteran Mark Fischer as first COO

Fischer's over 30-year career includes stints at JP Morgan Chase, State Street, and Charles Schwab.

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