Managers of Wealth Americas

Apex Group Americas continues to expand its business development team with key executive hire

Under Morse’s leadership, Apex Group will enhance its market presence by leveraging its leading product set, innovative technology solutions and extensive global business network.

Banking Transformation Expert David Schiff Joins FTI Consulting

Mr. Schiff will have a special focus on working with regional and super-regional bank leadership

Dentons welcomes partner Jill Nicholson to bankruptcy practice in Chicago

Her clients range from secured lenders and corporate boards to governmental agencies and Fortune 500 companies.

Pennsylvania’s Sagent appoints Jaime Gow as new CFO

He will also work to secure long-term investments for Sagent’s mortgage loan servicing software platforms Dara, LoanServ, CARE, Loanboard and Datascape, and its mortgage default management software Tempo.

Vistra eyes North American expansion with new Country Managing Director role

This newly created role reinforces the strategic importance of the North American market to Vistra as it seeks to support its clients’ growth ambitions.

BancTrust & Co boosts its New York-based global markets team

BancTrust & Co welcomes the addition of a new member to its global markets team based in New York.

Whitney Ehrlich Joins H.I.G. Capital as Head of U.S. Private Wealth Management

At H.I.G., Ms. Ehrlich will be responsible for capital raising and investor relations activities within the U.S. intermediary and private wealth channels across the firm’s strategies.

ServisFirst Bank Huntsville welcomes newest Senior Vice President and Private Banking Officer

Lisa Bryan steps into her role at ServisFirst Bank Huntsville with over 30 years of experience in the financial industry.

Standard Chartered appoints Monica Malone as Head of Banks & Broker Dealers, Americas

Appointment is latest hire as Corporate and Investment Bank (CIB) grows financial institutional business

Omnia Family Wealth Announces Lawrence Muscant as Executive Vice President

“His exceptional track record and deep commitment to client success align perfectly with our firm’s culture. We are confident that Lawrence’s expertise will greatly benefit our clients and team.”

Facebook director that left for Grab in Singapore returns home

Baser previously spent 10 years at (what was then called) Facebook

Todd LaBandt joins Hamilton

He will report to Pepe Marquez, president, Hamilton Americas.

Former KeyBank digital chief joins Alliant Credit Union as CIO and business strategy lead

Before joining the banking industry in 2006, Warder served as an armor and cavalry officer in the US Army.

Fintechs Canada makes board appointments

All board appointments are effective immediately.

SkySparc hires Jeff Struzenski as managing director for the Americas

Jeff will be responsible for expanding SkySparc's practice into the Americas.

CFP Board Names Rise Growth Partners Executive as Chair-Elect

She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.

JPMorgan Executive Leaves to Join Wealth Tech Platform as CIO

Misra, who will be based in New York, will oversee the fund’s investments and will also manage the development of its proprietary valuation technology

Prospera Adds $115M California Advisor From Wells Fargo

Up the Graph Financial Group, led by Garrick Updegraph, joins from Wells Fargo Advisors Financial Network.

The Institutes adds President & CEOs of W. R. Berkley & Hanover to Board of Trustees

Berkley joined the firm in 1997

Wells Fargo Nabs Three Teams With $5.2-Mln Combined From UBS, Merrill

In the most recent of the moves, the husband-wife team of Jansen and Julie Bailey joined Wells on June 24 from UBS in Atlanta.

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