Managers of Wealth Americas

Goldman's Truesdale to retire after 25 years at firm

During his tenure at the bank, Truesdale worked on early sales of hedge funds before such deals were commonplace.

Walter Investment Management names Executive Chairman and Interim CEO

Awad held multiple leadership positions in Citibank including CEO of Global Consumer Bank in Europe Middle East and Africa.

Guggenheim Securities Hires Foote to Expand Energy Practice

Foote added, “Under Alan Schwartz's leadership, Guggenheim has built many industry verticals and product teams comprised of the most talented professionals on Wall Street.

Blank Rome Continues Pittsburgh Growth

We’re anticipating more mergers and acquisitions in the energy sector as oil and gas bankruptcies continue to rise.

Nest Wealth Names Chris Hogg, Former Director of National Accounts at iShares BlackRock, as Head of Nest Wealth Pro

Joining Nest Wealth gives me a fantastic opportunity to support Canada's Wealth Management community

Integrated Wealth Management Welcomes Thirteenth Advisor in 3 Years

“I am excited to join IWM,” Jason Nettleton said.

Dynasty Financial Partners Taps Senior Industry Leader

The industry's move toward independence is accelerating, and many advisors seek experienced partners to help them look around the next corner for the innovations that matter. Today's elite RIAs want to be independent but not alone.

Citizens Bank Names President of Citizens Private Bank

Formerly Managing Director for Merrill Lynch Global Wealth and Investment Management, Private Banking and Investment Group

Distressed Debt Trader Joins Aristeia Hedge Fund

The start of the year was tumultuous for event-driven funds as the flow of mergers and acquisitions declined.

U.S. Bank hires regional leader of UHNW business

The Ascent team in Denver works with families with an average net worth of more than $440 million, Ascent said.

Mutual of Omaha names new chief investment officer

He has a bachelor’s degree from Duke University and a master’s degree in business from the Wharton School at the University of Pennsylvania.

Houlihan Lokey Restructuring Banker to Join Peter J. Solomon

The move will help Peter J. Solomon build up the practice after losing at least two senior restructuring bankers to Guggenheim Partners LLC. Durc Savini

New York based law firm names Head of Family Office Group

In the last number of years, we have seen a vast increase in the number of family offices investing and playing leading roles in the financial services arena.

Context Asset Management Expands Leadership Team With Addition Of Matt Rowe As Chief Strategy Officer

He also held positions as Portfolio Manager at PEAK6 Advisors and Managing Partner and Head of Trading at Tamalpais Asset Management.

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.

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