Managers of Wealth Americas

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

DeYoe Wealth Management expands team

He comes to DeYoe Wealth Management with over 18 years of experience in the wealth management and trust industry.

Buffalo banker returns to lead Wilmington Trust office

She was most recently a private client adviser at U.S. Trust, the private wealth management unit of Bank of America.

Silicon Valley Bank puts Wibke Pendse in charge of UK business

Wibke Pendse is moving from California to London to lead Silicon Valley Bank’s private equity finance and banking business in the UK.

UBS Nets Advisor With $1.5B in AUM

A Merrill Lynch advisor managing $1.5 billion in assets has left the wirehouse to join UBS Private Wealth Management, according to a UBS spokesman.

First Foundation Appoints Tyler Resh as Director of Marketing and Strategy

Resh will oversee brand stewardship for the firm as it continues its rapid pace of growth Strategic hire coincides with public listing on the NASDAQ Global Stock Market

Cypress Wealth Advisors Names Principal

Before Cypress, Renaudin worked as a Senior Associate Portfolio Manager for The Bank of New York Mellon in San Francisco.

United Bank's United Northeast Financial Advisors Earns #3 National Ranking in Latest Bank Wealth Management Report

United Northeast Financial Advisors moved up a notch to #3 compared to the #4 ranking they earned from a similar report issued earlier this year reflecting the first quarter of 2014.

KPMG names Chadwick national tax leader for venture capital

He is a member of the management committee in KPMG's San Francisco office and has worked in the firm's offices in the U.K., France and Hong Kong

LPL Financial boosts Board

He brings decades of operational and financial and accounting industry experience to Board and Audit Committee

For an investor banned from the securities industry, Philip Falcone is plenty busy

Harbinger Group Chairman, CEO Will Receive Lump-Sum Payment of $40 Million

A new chief exec for Harlem bank

Harlem-based Carver Federal Savings last week announced that Michael Pugh, its president and chief operating officer, will replace longtime Chief Executive Deborah Wright at the end of the year.

Bessemer Trust Welcomes New Hedge Fund Director

Gina Gurgiolo has joined the Mercer Chicago office's defined contribution advisors specialty practice; more

Lazard AM grows global multi asset team

Lazard AM grows global multi asset teamLazard Asset Management has appointed Rupert Hope as a director and portfolio manager in its global multi asset team.

McRae named to Chairman’s Council

John C. McRae, of Citizens National Bank’s Wealth Management Division, as well as a Branch Manager and Senior Financial Advisor with Raymond James Financial Services, has received national recognition.

Schwab reorganizes top of retail brokerage unit

Kallsen has been with Schwab since May 2012, according to her LinkedIn profile.

Taubman Hires Top Sports Banker

Taubman, 53, will be chairman and chief executive officer of a new entity

UBS Names Head of Private Solutions Business

As part of the move, Steve Pierson, who joined UBS in 2013 from Credit Suisse Group AG, will now become sole head of financial institutions in the Americas

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