Managers of Wealth Americas

The Dowling Group Announces New CIO, W. Joseph Ryan

Prior to WJR Financial, Joe was a Senior Vice President with Mutual of America.

Bill Few Associates, Inc. Announces Alison Wertz as New Board Member

Alison Wertz joined Bill Few Associates, Inc. in 1996 after graduating from Michigan State University.

Stifel Announces Formation of The ECJ Wealth Advisory Group in Palm Beach

The ECJ Wealth Advisory Group specializes in implementing wealth management programs and sophisticated investment alternatives for high net worth individuals, foundations, corporations, and not-for-profit organizations.

Piper Jaffray Names David D. Olson Vice Chairman of FIG

Our entire financial institutions practice will be the beneficiaries of his experience.

Advisor Software Adds Chief Research Scientist to Leadership Team

He is a graduate of Yale University and holds a Ph. D. in Physics from the University of California, Berkeley.

Maria Chambers, IACCP®, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors

She graduated cum laude from Fordham University with a B.A. in Economics

AMP Capital builds US presence with senior hires and new West Coast office

Julia Szlakowski has been appointed Institutional Director – Unlisted, Americas.

BTIG Expands Fixed Income, Currency and Commodities Group with Michael Carley, Jr.

He began his career in distressed-debt as a Research Analyst within the Capital Structure Group at Imperial Capital.

Willis Towers Watson appoints Mike Liss to lead Corporate Risk and Broking in North America

He will retain these responsibilities until a successor is named.

Quadrant Private Wealth Welcomes New Director of Business Development

He has broad experience in the financial services sector, most recently working in the Investment Banking division of Leerink Partners in New York.

Cox, Castle & Nicholson Announces 2017 Partners

Each of them contributes a wealth of knowledge and substantive experience in a variety of real estate arenas

Northern Trust Announces Leadership Changes

The depth and breadth of our management team allow us to draw successfully on experience from throughout the organization.

Trudeau Hires BCG Adviser to Bring Foreign Investment to Canada

He’s a graduate of Oxford University and the University of Bonn.

Century Wealth Management Announces Greg Davis as New Partner

He is an active member of several professional organizations.

Richard Davis, longtime CEO of US Bank, to retire

He was applauded for steering it through the crisis mostly unscathed, and running the Minneapolis-based bank efficiently and with little drama.

Investment banking head leaves firm to found private equity outfit

The Harvard University graduate and former McKinsey & Co. consultant’s predictions of a revival are informed by direct industry experience.

Ramius CEO Michael Singer Departs to Pursue New Career Opportunities

Prior to joining Cowen, Mr. Fraenkel was President of Fairholme Capital Management and Chief Research Officer since 2011.

Canaccord Genuity Expands Healthcare Investment Banking Capabilities and Nashville Presence

Most recently, Duncan was a Managing Director with MedCare Investment Funds

Schechter Wealth Expands Investment Team with Advisor Natalie Allie

Ms. Allie is a graduate of the University of Michigan and holds Series 6, 7, 63, and Life Insurance.

Century Wealth Management Announces Greg Davis as New Partner

Greg Davis is a graduate of Christian Brothers University where he earned his undergraduate degree in Business Administration and majored in Finance.

People Moves