Managers of Wealth Americas

Avantax Wealth Management Welcomes Noble Oak Financial

Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.

Adams Street appoints new global head of Wealth Management

The growing demand for alternative investments among high-net-worth individuals has been a key driver of acquisitions, partnerships and platform launches this year.

JPMorgan's new product MD just had an 'adult gap year' and is working remotely

Lawler was VP of product management for Target's digital team, creating and optimizing omnichannel shopping services.

Alpha Capital Family Office Recruits $3B UHNW Wealth Management Team

Former Citi Private Bank Wealth Management Team Embraces Independence of Denver-Based Outsourced Family Office

Goldman Sachs Asset Management Appoints Bryon Lake as Chief Transformation Officer for the Client Solutions Group

Bryon joins as a partner based in New York.

Outsourced family office hires $3B UHNW Citi duo

Hires continue firm's rapid growth following appointment of industry veteran.

Mosaic targets US growth as it taps Liberty executive

Toby is a longtime colleague with an exceptional track record

Michael Calgaro Joins UBS New York International

In terms of his academic background, Calgaro holds a Master of Science in Real Estate Development from New York University.

Apex Group Americas continues to expand its business development team with key executive hire

Under Morse’s leadership, Apex Group will enhance its market presence by leveraging its leading product set, innovative technology solutions and extensive global business network.

Banking Transformation Expert David Schiff Joins FTI Consulting

Mr. Schiff will have a special focus on working with regional and super-regional bank leadership

Dentons welcomes partner Jill Nicholson to bankruptcy practice in Chicago

Her clients range from secured lenders and corporate boards to governmental agencies and Fortune 500 companies.

Pennsylvania’s Sagent appoints Jaime Gow as new CFO

He will also work to secure long-term investments for Sagent’s mortgage loan servicing software platforms Dara, LoanServ, CARE, Loanboard and Datascape, and its mortgage default management software Tempo.

Vistra eyes North American expansion with new Country Managing Director role

This newly created role reinforces the strategic importance of the North American market to Vistra as it seeks to support its clients’ growth ambitions.

BancTrust & Co boosts its New York-based global markets team

BancTrust & Co welcomes the addition of a new member to its global markets team based in New York.

Whitney Ehrlich Joins H.I.G. Capital as Head of U.S. Private Wealth Management

At H.I.G., Ms. Ehrlich will be responsible for capital raising and investor relations activities within the U.S. intermediary and private wealth channels across the firm’s strategies.

ServisFirst Bank Huntsville welcomes newest Senior Vice President and Private Banking Officer

Lisa Bryan steps into her role at ServisFirst Bank Huntsville with over 30 years of experience in the financial industry.

Standard Chartered appoints Monica Malone as Head of Banks & Broker Dealers, Americas

Appointment is latest hire as Corporate and Investment Bank (CIB) grows financial institutional business

Omnia Family Wealth Announces Lawrence Muscant as Executive Vice President

“His exceptional track record and deep commitment to client success align perfectly with our firm’s culture. We are confident that Lawrence’s expertise will greatly benefit our clients and team.”

Facebook director that left for Grab in Singapore returns home

Baser previously spent 10 years at (what was then called) Facebook

Todd LaBandt joins Hamilton

He will report to Pepe Marquez, president, Hamilton Americas.

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