Managers of Wealth Americas

Morgan Stanley's Chief Admin Officer For Wealth Unit Retires -Memo

Morgan Stanley's chief administrative officer for its wealth management division, Lisa Golia, has retired.

Bank of America promotes Merrill Lynch executive to lead San Antonio market

The new San Antonio market president for Bank of America has experience leading more than 160 financial advisers across nine offices in Texas and Arizona who collectively managed about $19 billion in client assets during his tenure at Merrill Lynch

W. R. Berkley Corporation Appoints Three Senior Executives to High Net Worth Personal Lines Business

Founded in 1967, W. R. Berkley Corporation is an insurance holding company that is among the largest commercial lines writers in the United States and operates in two segments of the property casualty business: Insurance and Reinsurance.

Wilmington Trust Hires Scott Linden as Managing Director for Collateral Management

Linden will oversee Collateral Management as part of Institutional Custody business

Credit Suisse takes Mallgrave from Goldman

He will help Credit Suisse grow its flow trading platform

Merrill Lynch names new leader of Boston market

Bettencourt took over as market executive for the Boston financial market this month

OppenheimerFunds Hires Sharon French As Beta Solutions Head

Asset manager OppenheimerFunds Inc has hired Sharon French from Bank of New York Mellon Corp to head of its smart beta business.

Franklin Templeton Appoints U.S. Retail Distribution President

Investment management firm Franklin Resources Inc, which operates as Franklin Templeton Investments, said it appointed Dan O'Lear as president of Franklin Templeton Distributors.

Integrated Asset Management Announces Appointment of David Pappin as Chief Operating Officer of IAM Real Estate Group

Rick Zagrodny, President of the IAM Real Estate Group, said "David is an experienced real estate professional and was most recently Vice President, Investments at Fiera Properties where he was responsible for acquisitions and was a key contributor to

Cit Group Names John Erickson President of Consumer Banking

Erickson, 54, will be based in Pasadena, California, and report to Chief Executive Officer Ellen Alemany, New York-based CIT said Monday in a statement.

Raymond James' Alex. Brown Adds Retired Exec

The 35-year industry veteran will focus on client and advisor r

TIAA Global Asset Management Announces Unified and Expanded DCIO Team

Erin Donnelly to Lead DCIO Business and Expanded Focus on Helping Advisors, Consultants, and Plan Sponsors Build Successful Retirement Plans

JLT Specialty USA Appoints Michael Musial as Senior Vice President

He specializes in transactional risk solutions and helping JLT clients to identify, assess and mitigate risk to provide greater opportunity for growth.

The Boardroom: Federal Reserve Bank of Philadelphia names director

The Federal Reserve Bank of Philadelphia helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government.

Bny Mellon to Provide Winterflood Securities With US and Canadian Clearing and Custody

Bny Mellon is able to provide us with a solution tailored to our specific trading requirements that allows us to deliver timely, high quality services to our clients."

Dan Ward Agrees to Join Evercore as Senior Managing Director in the Energy Corporate Advisory Practice in New York

Mr. Ward has a BSc, magna cum laude in Economics, from Villanova University and an MBA from Columbia Business School.

TIAA Adds Martha Willis To Promote 861 Billion Money Manager

TIAA, which is known for selling insurance and financial products to teachers, has been seeking to expand its role as a third-party money manager after rebranding this year.

Frederick K. Schoenbrodt, II Joins Bressler, Amery & Ross as Estate Planning and Administration Practice Chair

Mr. Schoenbrodt is a frequent speaker, writer and contributor on trust, estate and tax topics.

The Bank of New York Mellon Corporation: BNY Mellon Appoints John Weir Head of Application Platform and Services Group

He was previously the global head of Middleware Engineering at Goldman Sachs

Morgan Busalacchi Joins UnionBanc Investment Services in San Diego

With more than 12 years of experience, Busalacchi most recently was Market Director for Wealth Management for Chase Wealth Management and JPMorgan Securities in multiple territories in the United States.

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