Managers of Wealth Americas

Russell Leans into Retail, RIA Investment Channels with Leadership Moves

Russell Investments is looking to bolster its retail investor channel and RIA presence via internal leader reshuffling and an alternative product expert hire from State Street.

Chubb Announces Key Leadership Appointments in Surety's Global and North America Businesses

In this new role, Steve will have executive operating responsibilities for strategy, underwriting, and Profit and Loss (P&L) across Chubb's Global Surety business.

Whittier Trust Promotes Jesse Ostroff and Patrick Coyle to Vice President

Whittier Trust Strengthens a Culture of Excellence Through Internal Advancement

Guggenheim Securities Hires Joel Fishbein to Expand Technology Investment Banking Practice

Mr. Fishbein will join Guggenheim with approximately 25 years of experience in equity research

Thread Bancorp, Inc. Welcomes Marty Miracle as Chief Digital Officer

Banking industry veteran brings deep expertise in Fintech, AI, and Banking Technology

Raymond James Fires NC Broker Charged With Assaulting Colleague

Brannock, who did not have a lawyer listed as representing him in the pending criminal case, did not respond to a request for comment sent to his LinkedIn account.

Lisa Castro Joins Family Office Resource Group as President of Family Office Services Amid Broader Leadership Expansion

This next phase of leadership signals a new era for the firm

UBS Appoints Deanne Steele and George Towers III as Market Directors in San Diego Region

DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.

Patrick Thomas exits Canaccord Wealth

Created the sustainable themes portfolio range during 15-year tenure

Sterlington Welcomes Leading Private Wealth Team from Morgan Lewis

Additional team members are expected to join in the coming weeks.

Jack Selby Joins Keebeck Wealth Management's Advisory Board

Selby to provide visionary leadership and expand access to investment opportunities

Whittier Trust Welcomes Steven Ward as Vice President of Real Estate in Newport Beach

With local expertise and institutional experience, Steven Ward advances Whittier Trust's real estate offerings in and around Orange County.

Keith Wosneski Joins Lazard Asset Management as Global Head of Consultant Relations

He will lead the firm's efforts to strengthen and expand relationships with investment consultants globally, reporting to Jennifer Ryan, Head of North America Distribution for LAM.

NYSE names public policy veteran Bryan Daniel as president of NYSE Texas

Daniel will report to Lynn Martin, president of the NYSE Group, the company said.

Truist strengthens commercial banking, wealth management teams in Florida

Truist Wealth adds 6 new advisors across the state

Now JPMorgan's head of private markets resigned, seemingly for Citi

Raghavan has run Citi's investment bank since last year, but he previously spent 25 years at JPMorgan.

World Bank Group Names New Head of Guarantee Business

Banking veteran will lead Multilateral Investment Guarantee Agency and World Bank Group Guarantee Platform

SEI Names New Chief People and Culture Officer

Amy Sliwinski Will Lead Global Talent and Culture to Power Company’s Strategic Growth

Savvy Adds $270M RIA Team in Push to Land Larger Teams

The tech-forward RIA and wealth platform also continues to bring on solo practitioners, with 12 additional advisors joining from various states.

Former Johns Hopkins CIO Joins Colorado Family Office

Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.

People Moves