Managers of Wealth Americas

Raymond James scores J.P. Morgan team managing $900M

Addition marks first New York team for Raymond James & Associates, the firm's employee broker-dealer

Commonfund names JPMorgan exec as CEO

She will succeed Verne Sedlacek, Commonfund CEO since 2002

RBC Global Asset Management Announces Leadership Succession

RBC's asset management business is among the fastest growing in the world, and the continued development of this successful, leverageable business is central to RBC's global growth plans," said Lewis

Day Pitney Bolsters Trusts & Estates Practice

Day Pitney reported the strategic expansion of its Trusts & Estates Practice through the acquisition of a Boston-based team from Bingham McCutchen. According to a company release, the transaction includes the addition of three partners, Leila Dal Pos

Stifel Investment Banking Expands Its Debt Capital Markets Capabilities With New Hire

He earned an MA degree from the University of Cambridge, UK, and an MBA from the Thunderbird Global School of Management in Glendale, Arizona.

Mizuho Securities USA Announces New Equity Capital Markets Head

He has more than fifteen years of financial service experience, most recently as Co-Head of Capital Markets & Syndicate at Plural Investments, where he oversaw the global capital markets business.

Delaware Trust appoints Director of Business Development

Delaware Trust Company, a provider of corporate trust and agency, special purpose vehicle management and independent director services, today announced the appointment of James P. Lawler as director of business development.

Convergent, rocked by suicide of CEO, announces replacement

Former COO Douglas Wolford officially taking reins of $8.4B RIA

Boston Private Bank names VP, trust services

Boston Private Bank & Trust Co, a unit of Boston Private Financial Holdings Inc, appointed Elizabeth Connelly vice president of trust services.Boston Private Bank & Trust Co, a unit of Boston Private Financial Holdings Inc, appointed Elizabeth Con

Atlantic Trust Adds Wealth Strategist to San Francisco Team

Atlantic Trust, the U.S. private wealth management division of CIBC today announced that Ryan Christine Coulson has joined the firm's San Francisco and Newport Beach offices as senior vice president and wealth strategist.

Veteran Sales and Marketing Professional Joins TCW as MD in Private Client Services

Veteran Sales and Marketing Professional Brings More than 20 Years of Experience Serving RIAs and Family Offices

Multi-family office changes name

He brings over fifteen years of experience providing counsel to families and privately-held companies invested in both public and private assets with a concentration in real estate.

RBC boosts board

He is a Director and Senior Partner of McKinsey & Company based in New York City.

Sage Private Wealth Group Recruits Two Independent  Advisors

Sage Private Wealth Group, a Wheaton, Ill.-based independent firm affiliated with Raymond James Financial Services, has recruited two financial advisors.

Santander Names JPMorgan's Ryan Chairman of U.S. Operation

Former Chair Jerry Grundhofer retires- Mr. Ryan's experience makes him "the right choice" as Chairman to "strengthen SHUSA"

Sun Life Financial boosts board

She has more than two decades of corporate executive and capital markets experience.

BNY Mellon boosts board

BNY Mellon, a global leader in investment management and investment services, today announced that it has elected Ed Garden, Chief Investment Officer and a founding partner of Trian Fund Management, L.P. as a director, effective immediately.

Raymond James Adds Ex-LPL Group in N.J.

Boutique wealth groups add teams in Arizona and Iowa

Merrill Lynch loses veteran 7-broker team to Raymond James

Bank of America's Merrill Lynch lost a 34-year veteran broker and his six-person team to Raymond James & Associates last month, a spokeswoman for parent company Raymond James Financial confirmed on Monday.

Former George Washington University CIO joins American Institutes for Research

Don Lindsey was named chief investment officer of the American Institutes for Research

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