Managers of Wealth Americas

Vanguard Names Finance Chief

After Ralph Packer retired in 2008, Reed assumed responsibility of Vanguard's finance operations.

One of the top tech-banking teams on Wall Street has been picked apart by rivals

Nam is joining Mizuho as a managing director and head of the internet-banking team.

Credit Suisse hires Chisari for tech M&A

Prior to joining Mubadala in 2009, Chisari was a technology media and telecommunications banker at JP Morgan in London

Five Additions Announced to Janney’s Fixed Income Team

“The knowledge and leadership of these professionals enhances our core competencies and strengthens our commitment to provide outstanding service to our clients.”

HIG Capital Managing Director Said to Depart New York Office

A representative for HIG didn’t respond to e-mail requests seeking comment.

BofA Loses Merrill Veterans Cummings, Chapin as Vice Chairmen

The ranks of former top Merrill Lynch executives at Bank of America have thinned after some departed for competitors or were replaced by managers from other Wall Street firms.

Exclusive: Itaú to appoint Ferraz as head of U.S.-based asset manager

The unit invests in Latin American equities, U.S. debt and funds of funds for Itaú's Brazil-based and overseas clients.

SS&C Unveils New SS&C Advent Executive Team

The appointments balance continuity in key positions with the elevation of the next generation of leaders.

Sadis & Goldberg LLP Announces the Election of Yelena Maltser to Partnership

She also advises clients on structuring the management entities to such funds.

BNY Mellon Wealth Management ramps up in the West

The duo reports to David Emmes, president of U.S. Markets-West.

Raymond James picks up $280 million adviser in Chicago

Alan Lazzara brought in $1.7 million in annual fees and commissions while a partner at William Blair

NFA CEO Daniel Roth to retire

NFA President and CEO Daniel Roth has announced his plan to retire in the coming year.

Aqueduct Capital Names Head of Investments

His new role at Aqueduct will be working in collaboration with partners Tom Roupe, Frank Edwards and Steve Lessing.

Instinet Names President of its U.S. Brokerage division

He joined Instinet in 2012 when the Nomura Group repositioned certain Equities businesses into Instinet Incorporated’s platform.

Management Shakeup at The Carlyle Group

He will be succeeded by Kewsong Lee, who also will maintain his role as deputy chief investment officer for global private equity.

Union Bank bulks up private wealth management team

All three hires joined as private wealth advisers.

BNY Mellon names Robert Kricena wealth management's regional president

The firm also said Shannon Kennedy will additionally lead its southwest offices.

BlackRock Taps CPPIB's Wiseman As Global Active Equity Head

Wiseman joins BlackRock from CPPIB, where he has served as president & CEO since 2012.

Former Morgan Stanley Exec Joins Rubicon Fund Management in Senior Role

Morgan Stanley's winnowed FX unit has led to a number of appointments elsewhere with Anna Sands joining Rubicon Fund Management.

Baker Tilly Names Gary Peric State and Local Tax Leader

He has been a managing partner and led SALT practices for large, international accounting and advisory firms.

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