Managers of Wealth Americas

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.

Samuel C. Freitag Elected Chairman of the Board of Ballantyne Strong

Ballantyne Strong, Inc a diversified provider of digital technology services, products and solutions, today announced that its board of directors has elected Samuel C. Freitag to serve as chairman of the board, effective January 1, 2015.

U.S. Treasury Hires Financial Veteran Phelan as Risk Chief

A Treasury memo dated September 2013 and obtained by Bloomberg News said the department intended to hire a chief risk officer to “provide permanent financial risk-management expertise.”

New Hire Roundup: BlackRock’s Gundersen Goes to MainStay

MainStay Investments welcomes Brendan Gundersen

US Congressman Michael Grimm announces resignation after admitting tax evasion

A US congressman with a tough-guy reputation and who was caught on camera threatening to throw a reporter from a balcony

Wells Fargo Names Irvine Exec SoCal President

Wells Fargo is the largest bank with operations in Orange County by deposit size.

Ameriprise hires 3-broker team from U.S. Bancorp

Minneapolis, Minnesota-based Ameriprise Financial Inc said Tuesday it hired away a three-broker team from U.S. Bancorp's Investments division .

Schorsch Is Out at RCS Capital

The events leading to Schorsch’s resignation started in late October, when RCAP’s sister company American Realty Capital Properties (ARCP) announced a $23 million accounting error.

Blue Water Advisors Adds Matthew Rapoport to Financial Team

An industry veteran with over a decade of experience, Rapoport brings significant capabilities in the areas of wealth and tax planning and investment research.

Team Producing $4.2M Joins Morgan Stanley

Earlier this month, RBC lost two advisors

Tim Powers Joins Wilmington Trust as Head of Trust Administration in Advisor Solutions Group

Having Tim on the team will enable us to further improve our advisor relationships

Raymond James Adds 8 Advisors; Margaret Towle Joins Merrill

Its investment-services team includes eight advisors, who manage close to $220 million in client assets.

DPG Investments, LLC Welcomes New Talent, Touts 2014 Team Achievements

These additions to the company reflect our growth strategy for 2015

Brendan Gundersen Joins MainStay Investments to Head Institutional Intermediary Channel

With 20 years of industry experience, Mr. Gundersen was previously Managing Director at BlackRock iShares

Blue Calypso Announces Appointment of Jon Merriman to Blue Calypso Board of Directors

Blue Calypso, Inc. developer of patented mobile consumer engagement and social advocacy solutions for retailers and product manufacturers, announces the appointment of Jon Merriman to the Board of Directors.

U.S.Bank hires Ena Licina as vice president

The bank's Private Client Reserve provides wealth management services to individuals and families with a net worth of $3 million or more.

Options Hires Ex- KMPG Director

Belfast-based IT company Options has appointed an ex-KPMG director as its new chief financial officer.

People Moves