Managers of Wealth Americas

RBC Wealth Management-US Names New Retirement And Fund Solutions Head

In her new role, Mickelson will oversee product management teams covering mutual funds, ETFs and other retirement programs.

"Ex-BofA Debt Markets Veteran Paul Richards Opens FinTech Company

Their presence helps add weight to startups that might otherwise make little impact amid a glut of tiny firms.

£226 billion Canadian firm makes key UK hires in major expansion

With the resources to continue to make the necessary investments in people and infrastructure and the patience required to build a successful business in Europe.

Matt Elliott promoted to Midwest Region Executive at Bank of America Merrill Lynch

Elliott will be based in Detroit.

Jim Prentice Joins Warburg Pincus As Industry Advisor

Mr. Prentice brings nearly four decades of experience working in politics and across industry sectors in Canada. Most recently, he was the 16th Premier of Alberta, leading the province's Progressive Conservative Party.

Klein joins Harvest Partners

Harvest Partners LP said June 13 that Michael J.P. Klein has joined as an Advisor.

Aon Hewitt expands hedge fund research team

She started in March and focuses on event-driven strategies, credit strategies and coverage of fund of hedge funds.

Calamos Investments Hires New Chief Financial Officer

Thomas Herman, Previously CFO at Harris Associates and Ariel Investments, Joins the Firm

Houston American Energy Corp. Announces Hiring of Investment Banker to Assist in Identification and Financing of Strategic Transactions

While the Company believes that there are attractive opportunities that will be available to execute one or more strategic transactions that will position the Company to take advantage of an anticipated future recovery in energy markets.

Barclays appoints senior Evercore exec as Global Financial Institutions Group

He joins Barclays from Evercore Partners

BNY Mellon Wealth Management hires director of manager research and monitoring

While at Merrill Lynch, Yu served as head of Fixed Income Due Diligence, leading a team of analysts for four years.

Las Olas VC adds new associate to team

He also holds a Bachelor of Science with Magna Cum Laude distinction from Truman State University.

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

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