Managers of Wealth Americas

KPMG appoints Scott Flynn as Global Head of Audit

Scott succeeds Larry Bradley, current Global Head of Audit, who will retire 31 March 2025.

AIG appoints Jon Hancock to lead new business segment

The company has reorganised its businesses into three segments

NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors

William deButts and Jimmy Patrick join as Managing Directors in Atlanta and North Carolina

U.S. Bank’s Kedia to become CEO in April

The super-regional lender’s president, Gunjan Kedia, will replace Andy Cecere as CEO on April 15.

Temenos appoints Sairam Rangachari as Chief Product Officer

Sairam brings extensive knowledge of banking and financial services technology, deep expertise in the U.S. market, and a proven track-record of developing impactful banking solutions

Bermuda market veteran to lead new Florida property insurer

Mangrove has been approved by Florida’s Office of Insurance Regulation to provide property and casualty insurance to Florida homeowners.

Citi quietly promoted two lifers to guard its crown jewels

Citi has appointed two interim heads of technology for services: Amit Rijhsinghani and Mahantesh Mukartihal.

Ascot appointments support company’s US marine business

Ascot said Mr Jones will assume responsibility for the inland marine team and continue to advance the market strategy for this critical business.

Sarah Salih Joins State Street as Head of North America Investment Services Business

In this new role, Salih will establish a cohesive operating model to deliver a consistent experience for clients in North America.

Chubb Announces Key Leadership Appointments in Overseas General Insurance

In this role, Tim will be responsible for advancing the development and execution of underwriting operations for COG

JMP Group Announces Addition of Gavin Slader to Investment Banking Division

Managing Director to Concentrate on Technology Mergers and Acquisitions

Compound Planning Continues Firmwide Growth After Adding 30 Advisors in 2024

With Latest Hires, Compound Grows Advisory & Leadership Teams; Expands Recruiting Capabilities

TD Bank Group Announces New Global Head of Financial Crime Risk Management

She succeeds Herb Mazariegos, Senior Vice President, Financial Crime Risk Management, TD Bank Group, who will be leaving the Bank.

Soltis Investment Advisors Appoints Neal Simon and Clive Cholerton to Board of Directors

With over 30 years of combined industry leadership experience, Simon and Cholerton will help support Soltis execute on key growth initiatives

Peapack Private Bank & Trust Hires Ari Kramer as Senior Managing Director

He also held positions at Citi Private Bank and Commercial Lending group at TD Bank in NY.

Northern Trust Names Robert Moritz, Richard Petrino to Board of Directors

Moritz, the former global chairman of PricewaterhouseCoopers (PwC), will join the Northern Trust Board of Directors effective March 1, 2025.

Evercore Wealth Management Names Jonathan Kropf Partner and Head of San Francisco Office

Previously, he held a similar role as an executive at First Republic Private Wealth Management.

US wealthtech Envestnet hires new CEO

Todd joins the company following a four-year tenure at US software giant Ultimate Kronos Group

KBI Global Investors Appoints Geoff Blake As Chief Executive Officer

Blake was appointed to the KBIGI North America board in April 2008 and the Irish parent company board in 2015.

Envestnet Announces Chris Todd as Chief Executive Officer

Transformational Leader to Drive Innovation, Enhance Client Experience, and Accelerate Growth

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