Managers of Wealth Americas

Merrill nabs $270 million-asset Texas duo from Wells

O'Connell worked at Merrill's Wellfleet, Massachusetts

Claren Road co-CIO to retire at end of the year

Claren Road reported assets of $4.2 billion as of June 30, down from a peak of $8.5 billion as of Sept. 30, 2014

WeiserMazars LLP Names Seven Equity Partners and an Equity Principal

Debra has more than 20 years of experience in health care with a concentration in building and maintaining diverse provider networks

Wells Fargo Names Industry Veterans to Co-Lead Loan Syndications and High Yield Debt Capital Markets

Their expanded roles include leading Investment Grade Loan Syndications, Real Estate Syndicated Finance and Loan Sales

Fiduciary Trust of New England Expands NH Office with Senior Investment Professional

Fiduciary Trust Company of New England (FTCNE), a wealth advisor and investment management firm for high net worth families and charitable organizations, announced today that Walter “Bud” Abbott has joined the firm as vice president.

Veteran Banker Rockers Joins D.A. Davidson & Co. Investment Banking Team

Rockers earned his bachelor’s degree from Colorado State University

Barington Capital appoints head of marketing and investor relations

Industry veteran Marjorie Kaufman has joined Activist hedge fund manager Barington Capital Group as a partner in charge of marketing and investor relations.

Oak Ridge Investments Names Mark Goodwin Chief Operating Officer

Mark has served in leadership roles at Ernst & Young, Putnam Investments and most recently at Pioneer Investment Management, where he held successive roles as CFO & COO.

Co-founder to exit Carlyle hedge fund

Sean Fahey to take role as sole chief investment officer

Merrill Lynch announces new financial adviser for Crystal Lake

The international wealth management company offers financial services on retirement, education and legacy planning.

Changing scene: Morgan Stanley adds wealth expert

Shartsis advises and manages money for high net worth families and corporations.

Pitcairn Taps Laurie Ressin Martin as Managing Director & DC Office Head

She will report to Averill Jarvis, managing director of client services and head of all of Pitcairn’s relationship teams, effective October 5.

Deutsche Bank Hires Celeste Guth

Guth will be based in New York and report to Paul Stefanick, Global Head of Investment Banking Coverage and Advisory and Co-Head of Corporate Finance Americas.

Ben Holman Joins Wunderlich Investment Banking to Head FIG

Holman received his MBA from Washington University’s Olin Business School and a bachelor’s degree from the University of Pennsylvania.

Advisor Leaves Edward Jones to Form $179M Team with FiNet

FiNet recently recruited five advisors from Triad Advisors with a combined $120 million in AUM.

Marrinan to join HSBC as head of credit strategy

He started his career at Keefe, Bruyette & Woods in the late 1980s as a sector analyst.

Wells Fargo FiNet Hires Advisors From Morgan Stanley

All four advisers joined on Sept. 11.

Swiss private bank scoops up $1.3 billion Merrill private banking teamss private bank set to buy RBS's Coutts International - source

Group of three advisers produced $7.8 million in revenue

Marie-Hélène S. McAndrew Joins Perella Weinberg Partners as Managing Director

PWP Global Macro strategy is a highly liquid, global macro strategy investing in equity indices, currencies, sovereign debt, credit, and commodities.

Bank of the West appoints wealth management head from BNP

He also brings valuable retail banking experience having served earlier in his career as head of a retail branch group in Paris.

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