Managers of Wealth Americas

Joe Miller Joins Ballast Rock Private Wealth as a Wealth Advisor

With a background in high yield and distressed debt, Joe brings complementary experience to this alternative investment-focused firm

RBC reels in $2.8B superteam from UBS

The 15-person multigenerational team adds over 200 years of experience to the firm's advisor pool in Atlanta.

TD Bank Group President and CEO Bharat Masrani to Retire April 10, 2025; Board Names Raymond Chun as Successor

The Board also announced its intention that Mr. Chun will become Group President and Chief Executive Officer, TD Bank Group, on April 10, 2025

Industry Veteran and Respected Leader Dougal Williams Named CEO of Vista Capital Partners

Williams has served in various roles with Vista since 2004, most recently as chief wealth officer and lead advisor.

Ocorian appoints Head of Funds US

He will be based in Ocorian’s New York office.

Edward Jones extends Florida footprint with ex-Merrill advisor

The experienced financial advisor is breaking away in Jacksonville after managing $210M at the wirehouse.

Janus Henderson : Announces New Fixed Income Leader

His experience in the investment industry, commitment to client needs, and focus on client outcomes make him a natural choice for the Global Head of Fixed Income role.

AIG names Keith Walsh as Executive Vice President and Chief Financial Officer

In his new role, Walsh will lead AIG’s global Finance organisation, succeeding Sabra Purtill, who has served as Chief Financial Officer since January 2023.

Rokstone appoints Baker Deputy Head of US Casualty, Fitzpatrick becomes Senior Underwriter

Both appointees are well known figures across the market, and will join along with Laurence (Larry) Burrows, who was appointed Head of the new division last month and will also join following his notice period.

Former J Safra Sarasin banker joins Neuberger Berman

After two-years with the private bank, the relationship manager is switching to the asset management industry.

Barclays appoints Rob Patterson as Head of Data & Information Platforms Coverage within Technology Investment Banking

With over 20 years of Investment Banking experience, Mr. Patterson brings to Barclays deep client relationships and extensive industry knowledge that will further strengthen the firm’s Technology Investment Banking franchise

Barclays appoints Abhishek Singhal as a Managing Director within Technology Investment Banking

Mr. Singhal brings to Barclays extensive industry knowledge and deep client relationships that will further strengthen the firm’s Technology Investment Banking franchise

Portland-Based Vista Capital Partners Names New CEO

The firm has 35 employees and works with nearly 600 clients, offering investment management and financial and legacy planning.

Noble Hires Áine Cronin as Vice President of Investor Relations

In her new role, she will help to enhance and implement best-in-class practices to engage with Noble's growing investor base and support the firm's expanding investment platform.

Richardson Wealth adds new team in Southwestern Ontario

Richardson Wealth adds a new team led by Ben Troiani

Bank of America names co-leaders for initiative linking investment bank, wealth units

The co-heads will be responsible for maximizing opportunities between the Global Corporate & Investment Banking, Merrill Wealth Management and Private Bank units

Arch Insurance promotes two to lead executive assurance

Munns started her career with Arch Insurance North America in 2015 before moving to London in 2021.

LPL Financial Welcomes The Bindra Group to Linsco Channel

They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Truist Financial.

Flagstar Bank Expands Commercial and Private Banking Leadership Team with Key Executive Appointments

These new appointments reflect our commitment to delivering personalized experiences

Drew Kliber Joins Wilde Wealth Management Group

The new division of Wilde Wealth will deliver white glove service for high-net-worth clients

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