Managers of Wealth Americas

State Street Appoints Teams Dedicated to Supporting New Alternative Fund Structures

Thompson brings more than 25 years of commercial and consumer lending experience to this newly created position for the San Antonio-based company.

Capco Expands North American Banking Leadership Team with New Senior Hire

Capco, the global business and technology consultancy dedicated solely to the financial services industry, today announced the addition of Barry O’Connell to the firm’s Banking Practice Partner team in North America.

BofA Prime Brokerage Chief On Way Out

Bank of America's head of global prime brokerage, is in talks to leave that firm.

Raymond James Names COO for Private Client Group

He joined Raymond James in 1998 as a branch manager, attracted by the firm's client-centered philosophy and culture of independence.

Morgan Stanley Wealth Management names Mid-Atlantic Regional Director

The position reports to Richard Skae, Northeast Division Director,

Merrill's Thiel jostles retail brokerage ranks

Merrill Lynch, whose army of stockbrokers has shrunk almost 15 percent since it was bought by Bank of America Corp five years ago

Fireman’s Fund Insurance Company expands High Net Worth Team

Fireman’s Fund Insurance Company is pleased to announce the appointment of Kate Norris to business relationship manager focusing on family offices.

U.S. Bank Boosts HNW Team From West Cost to Gulf of Mexico

U.S. Bank is bolstering its high-net-worth wealth management business in Seattle and Bellevue, Wash.

State Street Creates Teams Dedicated to Supporting New Alternative Fund Structures

State Street Corporation today announced the appointments of two senior executives to its Alternatives Investment Solutions' North American Private Equity Fund Services team.

Sullivan Joins Grant Thornton’s Transaction Advisory Services Practice in New York

He has assisted clients in the evaluation of target operations, quality of earnings, working capital cyclicality, assessment of impact to changes in business trends

Ed Nusbaum appointed to second term as global CEO of Grant Thornton

Ed Nusbaum has been appointed for a second term as global CEO of Grant Thornton, it was announced today.

Cantor Fitzgerald Wealth Partners Expands Private Wealth Management Team

They will report to Stan Gregor, President and Chief Executive Officer of Cantor Fitzgerald Wealth Partners.

Morgan Stanley vice chairman of Wealth Management Named Chair of ELC

Morgan Stanley managing director to lead prestigious Fortune 500 senior leadership group

Citi loses two veteran executives

As Mr Corbat tries to rebuild Citi’s reputation, he still faces challenges. Last week, the bank announced the discovery of alleged fraud at its Mexican unit, Banamex.

Raymond James Welcomes $1.9 Million Team from UBS Financial Services

Marx and Hunter come to Raymond James from UBS Financial Services, where they managed more than $227 million in client assets and had $1.9 million in annual revenue.

UBS Hires Bank M&A Advisers From Goldman Sachs and Credit Suisse

UBS AG hired bank takeover specialists Tannon Krumpelman and Doug Simons as Switzerland’s biggest lender rebuilds its financial-services practice to cope with a prolonged dealmaking slump in that industry.

Tiedemann Wealth Management boosts Investment Committee

He will play an active role in advising the Firm on investment strategies, allocation and manager selection.

Raymond James Recruits $2.2 Million Advisor from Merrill Lynch

Raymond James recently recruited Senior Vice President, Investments Kyle Gearhart to the Cincinnati, Ohio office of Raymond James & Associates (RJA) – the traditional employee broker/dealer of Raymond James Financial, Inc. – according to T

Atlantic Trust boosts Newport Beach Team

Atlantic Trust, the U.S. private wealth management division of CIBC oday announced that Charles F. Fowler has joined the firm's Newport Beach office as a vice president.

Guggenheim Securities hires tech banker from Evercore

He graduated cum laude from the Stern School of Business at NYU with a B.S. in Finance and International Business.

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