Managers of Wealth Americas

National Bank shuffles executive ranks with new head of personal banking

Lévesque will also maintain oversight of technology and operations strategy for personal and commercial banking in her new role.

L1 Group CEO Peters to step down

Peters was appointed in December 2023 to succeed Andrew Clifford, who stepped down as CEO after five years.

BofA makes executive changes in technology and telecom investment banking teams, memo shows

Williams, who has about 30 years of experience in technology investment banking, has been with BofA for about two decades, with his previous experiences including vice chairman at UBS.

JP Morgan Asset Management investment trust head to retire

Simon Elliott takes over as head of investment trusts with Simon Crinage to retire at the end of 2026

First Citizens Names Erin McCaskill as New Wealth Leader in Atlanta

Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.

Capitolis appoints MarketAxess veteran Richard Schiffman as new CPO

Schiffman's appointment as CPO follows the addition of Amol Naik as COO in May and last month's hire of global sales head Melanie Carucci.

360 Privacy Strengthens Board of Directors with Industry Veterans Wendy Bahr and Brian Murphy, Promotes Trinity Davis to Chief Security Officer

Strategic additions bring proven cybersecurity leadership and go-to-market expertise as company scales digital privacy solutions

Fiserv Announces Updates to Leadership Team and Board Refreshment

Gordon Nixon to Join Board of Directors as Independent Chairman of the Board; Gary Shedlin to Join Board as Audit Committee Chair; Céline Dufétel to Join Board as Independent Director

UBS Welcomes Financial Advisor Bryan Davidson in Scottsdale, Arizona

He brings a strong focus on personalized, goal-oriented wealth planning and investment strategies.

$4B Compound Planning Elevates Co-CEO as Sole Chief Executive

Alex Farman-Farmaian will lead Compound into its next phase of growth, as his co-CEO Christian Haigh transitions to executive chairman and president.

Pictet Asset Management appoints Benjamin Becker as Head of US ETF Distribution

Mr. Becker brings more than a decade of experience in the ETF and wealth management industries.

Certuity Expands Institutional Wealth Platform with Appointment of Giuliano Celle as Managing Director, Head of Institutional Wealth

He will be based in New York City, where he will play a lead role in serving ultra-high-net-worth and multi-national families, along with building Certuity’s institutional platform.

LPL Financial Welcomes Gentle Family Wealth Partners

He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.

Thryve Wealth Management Appoints Randol W. Curtis as Co-Founder and Chief Investment Officer

In this new role, Curtis will lead the investment platform serving Thryve’s wealth management business.

FPA Names Dennis Moore as CEO

Moore, who has served as interim CEO of the Financial Planning Association since February, succeeds Patrick Mahoney, who died earlier this year after a battle with cancer.

Digi Power X Appoints Wealth Management Leader Ajay Gupta to its Board of Directors

He currently serves as Principal of Robbins Gupta Holdings, the exclusive family office for Tony Robbins and the Gupta family.

Street Wallet appoints CTO

John is also the founder and managing partner of Polymer Growth Partners, a consultancy specialising in wealth management technology.

Bo Brustkern appointed CEO of NGO payments platform Esther

Bo Brustkern will look to further develop Esther's relationships with government partners, funders, and regulatory agencies.

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors

The firm decided to move from LPL to Cetera

Apollo Names Bert Crouch Head of Real Estate Equity

Crouch brings more than 20 years of real estate investment and portfolio management experience across equity and credit, with a focus on thematic, high conviction strategies across the capital structure.

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