Managers of Wealth Americas

Triad Securities adds industry veteran as senior managing director

I am excited to join Triad and be a part of Triad's growth and innovation.

Zhang joins General Atlantic from the Carlyle Group

General Atlantic said June 5 that Eric Zhang has joined the firm as Managing Director and Head of China. Zhang is a former Global Partner and Managing Director of The Carlyle Group.

American Bank Promotes Leaders Across the System

American Bank, with roots dating back to 1980, today employs 190 people across the region at two administrative offices and 12 community bank

Credit Suisse M&A chairman DeNunzio joins Wells Fargo: sources

Farnham was formerly head of middle market investment banking.

Mutual of Omaha Names Richard Hrabchak Chief Investment Officer

In 29 years at Prudential Financial, Hrabchak held a variety of investment management and finance positions.

Accounting Firm Baker Tilly Gets New CEO

Whitman formally assumes overall management and strategic direction of the firm, as well as overseeing and managing the client service program, leading the development of leadership and management platforms, and directing recruiting and retention efforts.

American Beacon Advisors recruits DTE Energy CIO

Mr. Cavazos was CIO and assistant treasurer at DTE Energy Co. overseeing $6.1 billion in retirement assets. The company plans to conduct a search for his replacement, said DTE spokeswoman Stephanie Beres.

New CEO takes helm at QTrade Financial Group

Previously, Packham has held a number of senior positions in wealth management and financial sectors

Auerbach Grayson Expands Institutional Equities Trading Team

This team, previously with KCG, is among the industry’s top institutional trading teams

Kirk Lehneis Appointed Chief Operating Officer of New York Life Investment Management

Newly Created Position Reflects NYLIM’s $120 Billion Growth in AUM over the Past Four Years and Is a Testament to the Firm’s Strong Commitment to Operational Excellence

MUFG Promotes Jonathan Lindenberg to Deputy Head of Investment Banking for the Americas

Will Continue as Head of Structured Finance

15 lawyers to exit Miami IP boutique for Cozen O'Connor; 5 more left earlier for another firm

Another 13 lawyers, comprising the bulk of the attorney roster at the boutique, also will be making the move.

Florida Community Bank Names Peter Anderson New Raymond James Financial Advisor to Broward County Branches

Anderson joins Florida Community Bank with more than 20 years of experience in financial services, most recently serving as a Certified Financial Planner at Veritas Wealth Advisors.

DoubleLine Capital LP Appoints Deputy CIO, Establishes Branch Office in Japan

Mr. Sherman and his Macro Asset Allocation team vet and design quantitative investment strategies.

Gundlach Names Sherman Deputy as Assets Reach $100 Billion

Like Gundlach, who studied theoretical mathematics, Sherman is a math-minded investor, overseeing a team that designs quantitative strategies.

Goldman Fires Dozens Of Investment Bankers

As Bloomberg adds, CEO Lloyd Blankfein is embarking on his biggest cost-cutting push in years as the bank tries to weather a slump in trading and dealmaking.

Fox Rothschild adds three partners in New York

Somerville focuses her practice on the management of IP rights and has represented clients in the chemical and medical devices industries.

Bill Packham appointed CEO of Qtrade Financial Group

"Their expertise, dedication to continuous innovation, and commitment to client service is inspiring.

Management Transition at Stifel Nicolaus Europe Limited

"Acquiring a strong business in Europe has enabled our firm to expand the breadth of our services across both debt and equity as well as mark a strong flag in the important London market."

Huntington Wealth, Regional Banking Executive Dunlap to Retire in 2017

Thirty-Seven Year Huntington Senior Executive Jim Dunlap's Ongoing Role Will Facilitate the Company's Integration With the Merger and Conversion of FirstMerit

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