Managers of Wealth Americas

LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee

New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform

Barclays hires Marc Warm as Global Co-Head of Capital Markets

Marc will report to Cathal Deasy and Taylor Wright, Global Co-Heads of Investment Banking and be based in New York.

Nationwide poaches Schwab models gatekeeper for top manager research role

Andrew King is now head of manager research at Nationwide Financial.

Focus Taps Former Fisher Tech Lead as CTO

Mark Israel will lead technology for Focus Financial’s national network of advisors and partners, replacing retiring CTO David Fike.

LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik

Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement

Aspiriant Names Six New Partners Across Los Angeles and Silicon Valley Offices

Located across California, the new members of Aspiriant's partner group bring impressive credentials

Insigneo Adds Jorge Oliveira to Its Network of Financial Advisors as Senior VP in New York

Before joining the firm specialized in wealth management, he held key positions at leading institutions

Quandri names Patrick Mulroy as head of strategy and partnerships to spearhead US expansion

He joins the company during a high-growth phase as it scales its US presence and customer base.

Angeles Wealth Management Appoints Cameron Rogers as Partner

Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer

Summit Trail Advisors Appoints President and Chief Operating Officer

Prior to Resolute Investment Managers, Mr. Ringdahl worked at Touchstone Investments

LPL Financial Welcomes PCC Wealth Partners

The team reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.

Caprock Taps Former LPL VP For M&A Role

Frank Giuliano, a former vice president of corporate development at LPL Financial, will join multi-family RIA Caprock to lead M&A and advisor recruiting.

Another top DCM banker resigned from HSBC's US business

She made managing director (MD) in 2014 and has been running corporate DCM in the US for the bank since 2014.

Regions Wealth Management Names Paige Daniel Head of Highland Associates

Daniel brings nearly 30 years of investment experience to build on Highland Associates’ growth helping clients navigate all economic cycles to meet their investment needs.

UBS Private Wealth Management Appoints Banker Lin Reynolds as Senior VP in New York

Reynolds worked as a banker for nearly 9 years at J.P. Morgan Private Bank in New York, holding the position of Executive Director

Advisor Trio Departs Procyon to Launch RIA

Three advisors recently left Dynasty-backed Procyon Partners to set up Third View Private Wealth, an RIA in Westport, Conn.

Aegis Capital Corp. Announces the Hiring of a New Managing Director

Thaddeus "Tad" Sargent has extensive experience in the financial services industry and managed in excess of $150 million in client assets.

Bank of America Names Keifer President of Grand Rapids Market

Keifer oversees operations and strategic partnerships related to the company’s Community Homeownership Commitment

Piper Sandler Enhances Technology Investment Banking Team with the Addition of Jim Roney

Jim brings an impressive track record of delivering successful outcomes

Tim Boroughs Named Vice Chairman, Chubb Group and Executive Chairman

For more than 25 years, Tim has shaped and managed our investment strategies

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