Managers of Wealth Americas

Andersen Tax Promotes Jason Graham to Office MD in Houston

He has lectured on income and estate tax matters at numerous professional meetings and seminars.

Oppenheimer & Co. Inc. Names Chief Marketing Officer

She will be based out of the firm's New York headquarters and will be the newest addition to the Management Committee. She reports into Rob Lowenthal, Senior Managing Director.

AdvisorHub Names New CEO

Mason Braswell And Jed Horowitz Bring In-Depth Reporting Experience To Fast-Growing News Site

Berkshire Partners Announces New Managing Directors

The original team, which came together in the mid-1980s, has expanded significantly as the firm’s capital base and investment scope have grown.

Soros Fund Management Taps Ted Burdick as Chief Investment Officer

Burdick succeeds Scott Bessent, who left Soros to start hedge-fund firm

Fiduciary Trust CEO leaves to start new venture at Merrill Lynch

Wealth management has become a lucrative business in South Florida because of the number of wealthy people who live and vacation here.

Cortland Bancorp Adding Former Bankers to Board

Perciak was an executive at Fifth Third from 1999 to 2004.

Veteran steps down as global wealth head

He will retire on June 30 but no longer serve as a vice chairman and head of global wealth as of Jan. 1.

Marsh hires Waverley Labs cyber exec

Prior to Waverley Labs, he was the general manager of federal programs for CyberPoint International, providing consulting support to multiple US government customers.

Jules Gaudreau Named President of National Trade Association

One of the nation’s oldest and largest associations representing the interests of insurance professionals and financial advisors

Lulia to replace Stewart as CEO of Itaú BBA International

Itaú BBA International provides support to Itaú BBA by linking clients in Latin America seeking to increase business ties with Asian and European investors, and vice versa.

Goldman Adds Three Bankers to Management Committee -- Update

Goldman's investment bank is closing in on one of its best years on record.

Lebenthal Adds Co-CEO as Chief Takes Reins of Wealth Unit

Frank Campanale has had this post for the past two years

Bank of America Names Market President for Chicago

In this role, he will work across the region to connect Bank of America’s business lines to deliver integrated financial services to individuals, families and businesses.

Boston Private picks familiar face for bank CEO role

Mark Thompson, now CEO of Boston Private Bank and president of the holding company, is stepping down at the end of December.

HarbourVest Partners Names Hedge Fund Industry Veteran As IR Chief

In his new role, Kase will be based in Boston and responsible for all aspects of the firm’s global sales, client relations and marketing communications efforts.

EY poised for growth with new Tax leadership roles

These changes are designed to position EY Tax Services to continue the substantial growth of its 2015 fiscal year while focused on delivering exceptional client service and innovation for its clients.

Citi appoints two new independent directors

Citi's Board of Directors has announced that it has elected Renee James and Ellen Costello as new independent directors, with service commencing January 15, 2016.

Standard Chartered Bank has appointed Amar Rathor as Head of SC Studios San Francisco.

SC Studios keeps the Bank at the forefront of key technologies and emerging trends.

Jeff Titus Of Credit Suisse Joins First Republic

Senior Investment Professional To Work In Expanding Boston Office

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