Managers of Wealth Americas

Industry Veteran Jimmy Dunn Joins Shore to Summit Wealth Management as Managing Principal

He specializes in creating highly customized, comprehensive wealth management strategies designed to help clients grow, preserve, and efficiently transition their wealth.

Sean Rayburn Joins Power Wealth Management as a Senior Wealth Advisor

Throughout his career, Sean has focused on the interconnected nature of financial decisions and the importance of looking beyond investments alone.

Crestbridge Fiduciary appoints Mike Eden as Client Director, USA

Prior to that, he founded a consultancy specialising in the real estate investment and senior living segments.

Northern Trust Wealth Management Continues Northeast Region Expansion with Two Senior Appointments

Emswiler is based in New York, while Borner is based in Greenwich, Connecticut, strengthening the firm’s investment capabilities and client leadership in both markets.

Concorde Names Elizabeth Leon As Vice President Of Operations

She joins Concorde after most recently serving as Senior Client Service Manager for the Southeast region at J.P. Morgan Advisors in Florida.

WealthStream Names Wealth Management Industry Leader Larry Roth to Strategic Advisory Board

Founder of Ascentix Partners and former CEO of Advisor Group and Cetera Financial Group joins Strategic Advisory Board of senior wealth management leaders

HSBC hires Cantor's Paras Jain to lead global TMT banking, sources say

He will be based in New York.

TradePMR Tech Executive Jon Patullo Jumps to Hybrid RIA

Prior to joining TradePMR, Patullo was the chief product officer for Apex Fintech Solutions.

Coinpayments appoints founder Alex Alexandrov as group CEO

Alexandrov founded the company in 2013 and has served as Chairman for much of its growth.

Key Private Bank Adds Veteran Wealth Management Professional Joseph Macfarlane

He will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.

Berenberg appoints Gunnar Regier to its Extended Management Board

At the major US bank, he currently serves as Managing Director, where he is responsible for relationships with the executive boards of its key German clients.

Mesirow Wealth Management Continues Growth with Addition of Wealth Advisor Mark Nichol

In his new role, Nichol will work closely with clients to develop personalized strategies

Uniting Wealth Partners Adds Former Morgan Stanley and Ameriprise Advisors to its Upstate New York Office

Dana Cornell and Kyle Kirk join advisor-owned wealth management partnership built to create enterprise value through shared ownership, infrastructure and expertise

i2c Names Jess Barbera to Accelerate Latin America and Caribbean Growth Strategy

Financial technology and payments executive to lead and accelerate i2c's regional growth

AllianceBernstein appoints Onur Erzan President & Chief Executive Officer

Seth Bernstein to retire as Chief Executive Officer on March 31, 2027

Mark Hoban Joins Lazard as Managing Director in the Financial Sponsors Group

Mark joins Lazard from Bank of America, where he was a Managing Director covering large-cap private equity firms and alternative asset managers.

Insigneo Strengthens Its Presence in Puerto Rico With a New Managing Director

This addition is accompanied by the onboarding of Yomaris Negrón, his Client Service Associate, reinforcing the team in the Caribbean territory.

Broadridge Appoints Theo Golden as Head of Tokenized Product, International

Golden joins Broadridge from Baillie Gifford, where he served as Head of Digital Assets and built the firm’s digital asset capability from the ground up.

UBS Snags Merrill Duo Producing $7.5M in Silicon Valley

They are part of UBS’s San Francisco Market led by Emily de la Reguera and report to Silicon Valley Market Director Jacqueline Kehoe.

Baird Recruits Christy Gatien As Director And Financial Advisor In Bellevue

The appointments will strengthen Baird’s Bellevue office as the firm continues to recruit experienced financial advisors and expand its private wealth management operations.

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