Managers of Wealth Americas

BTIG Adds Eric Clark to its Real Estate & Homebuilding Investment Banking Group

BTIG’s Investment Banking team engages with clients and institutional investors on mergers and acquisitions

Derek Aurori joins Ascot Group

Derek is a valuable addition to our team led by Erin Osborne.

Northwest Bank names Sean Morrow as Interim Treasurer

He will replace Corporate Treasurer and EVP of Finance and Accounting Jeffrey Maddigan, who is leaving to pursue an opportunity outside of the bank.

MetLife Investment Management Names Jude Driscoll President

Prior to Logan Circle, Driscoll was president and chief executive officer of Delaware Investments.

Rothschild Shuts Miami Office as Partner Hirschfield Retires

He had joined Rothschild’s global advisory arm in 2016 from Goldman Sachs Group Inc.

Houlihan Lokey hires senior software engineer Geoff Rhizor

Based in San Francisco, Mr. Rhizor will join the Technology Group

USAA president and CEO Wayne Peacock to retire in 2025

During his four-year spell as CEO, Peacock is credited with introducing paid career development time, raising USAA’s minimum pay beyond industry standards

Grant Thornton announces new leader for Phoenix

Estrada has served Grant Thornton in a series of successive roles since 2008.

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions

Andy Watts to lead Cetera's Tax Channel and the Avantax Community

GoldenTree Asset Management Expands Private Credit Team

He joins GoldenTree from PNC Financial Services, where he served as a Managing Director with responsibilities that included leading their global origination efforts in the technology industry.

Goldman hires investment banker Beitzel from Citi to drive FIG dealmaking

Beitzel will start at Goldman in November after a period of gardening leave, according to people familiar with the matter

Wealth Access Names Andy Zinn as Chief Innovation Officer

Zinn comes to Wealth Access from AllianceBernstein where he was VP of Global Market Data.

Blue Owl Capital Hires PIMCO's John Valtwies to Lead Australian Private Wealth Business

John brings over a decade of experience managing Australian private client relationships across family offices, private banks and ultra-high-net-worth advisory groups

Goldman Sachs AM poaches ETF portfolio manager from JP Morgan AM

Rubio marks GSAM’s second ETF hire from JPMAM in recent months

Reltio Appoints Chief Financial Officer

Former Payscale CFO tapped to further propel Reltio's growth strategy

J.P. Morgan Asset Management Appoints Travis Spence as Global Head of ETFs

Spence to continue global momentum for active ETF business

Chris Ward Joins TD Bank as Regional President of the Mid-South Metro

Ward has more than 30 years' experience in retail banking, commercial lending, consumer and home equity lending, regional banking and credit.

Davis Polk Continues Asset Management Investment with Addition of Partners Andrew Ahern, Alisa Waxman and Luke Eldridge in New York

Andrew Ahern, Alisa Waxman and Luke Eldridge will join Davis Polk as partners in the Investment Management practice in New York.

Chubb Appoints George Ohsiek Chief Accounting Officer; Annmarie Hagan Named CFO of Operations & Technology and Transformation; Mong-Diep "Dee" Le to serve as Chief Auditor

The strength of Chubb's finance organization is evident in the three seasoned executives who are stepping into new roles

State Street names Joerg Ambrosius head of Investment Services

He has been instrumental in driving our Investment Services growth agenda and delivering deep client satisfaction and strong results.

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