Managers of Wealth Americas

BNY Mellon appoints Bill Burnett to wealth management team

Burnett will report to Managing Director Luis Castellanos.

BNY Mellon hires former IRS commissioner

Dan Kramer Named Executive Vice President of Client Service Delivery

Marathon Asset appoints Jamie Raboy as partner

Investment advisor Marathon Asset Management L.P., said it has appointed Jamie Raboy, its global head of risk management, as partner.

Guggenheim hedge fund stumbles, layoffs follow

Guggenheim Partners has slashed personnel at an internal hedge fund that hasn't lived up to its big expectations.

AssetMark Appoints Jason Thomas as CEO and Chief Investment Officer of Savos Investments

In his new role, Dr. Thomas will oversee all research, portfolio management, and business activities at Savos.

United Capital Acquires $185 Million Team

The acquisition helps United Capital expand its presence in California. Rayner & Haynor will become United Capital’s 11th office in the state.

Leading Chicago-based Institutional Consulting and Private Wealth Management Team Joins Graystone Consulting

Both women share a previous working history at The Northern Trust Company

Sterne Agee Expands Financial Institutions Group

Peter Majar, Ben Holman Join New York, St. Louis Offices, Continue Growth Trend

Raymond James hires two advisers from BNY Mellon

A spokeswoman for BNY Mellon confirmed Ifert's departure.

Pioneer Investments Announces New Leadership for U.S. Intermediary Distribution and Marketing and Product Development

Pioneer Investments today announced two new senior hires to lead U.S. Intermediary Distribution and U.S. Marketing and Product Development.

Morgan Stanley hires eight brokers who managed $6.5 billion at Merrill

Morgan Stanley, the world's biggest brokerage firm as measured by its army of more than 16,000 brokers, said on Tuesday it poached an elite team of eight brokers from Bank of America Merrill Lynch's Private Banking and Investment Group, where th

Obama Picks Ex-Bank of Hawaii CEO Landon to Be Fed Governor

Landon, 66, was selected to fill one of two vacancies on the seven-seat board.

$1.4M Producer Joins Janney Montgomery Scott

The Philadelphia-based firm last announced recruits in October

BlueBay Asset hires Katherine Wentrup-Estupinan as sales director

In her new role, she will support the growth of BlueBay's alternatives business

Dexion Capital names Magnus Spence head of asset management

Dexion Capital Plc, an alternative investment bank, appointed Magnus Spence head of asset management. Spence will be responsible for expanding the company's range of real asset and alternative credit fund offerings, Dexion Capital said in a statemen

HighTower Adds TC Wealth Management, Expands New York Presence

TC Wealth Management marks the first team of 2015 for HighTower, which completed a total of 13 transitions in 2014 and is on track to exceed that number this year.

Wells Fargo Recruits Advisors With $365M AUM

Advisors managing more than $350 million in combined assets joined Wells Fargo Advisors last month.

Morgan Stanley nabs $6.5B Merrill Lynch private wealth team

Three elite advisers with Merrill Lynch's Private Banking and Investment Group jumped to Morgan on Friday

Neal Gerber Eisenberg promotes three attorneys to partner

Canerday is a member of the Private Wealth Services practice group, where she counsels individuals, high net worth families and closely held businesses on sophisticated estate, gift and charitable planning matters.

New York REIT Appoints Michael Happel as CEO

New York REIT, Inc., a publicly traded real estate investment trust, announced that its Board of Directors has appointed Michael Happel, the Company’s President, to the role of Chief Executive Officer.

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