Managers of Wealth Americas

TD Ameritrade appoints Bharat Masrani to board of directors

Masrani has over 26 years of banking experience

RGA Adds 2 New Members to Board

Over the past few years, we have gradually added several members to our board

Traurig’s Lawrence H. Heller Elected As U.S. Council Representative of STEP

Heller, whose practice is focused on domestic and international Tax, Trusts & Estates and Wealth Management, will serve on the Council for a three-year term commencing in 2014.

BMO Global Asset Management looks to add 3 sales positions in Q1

The firm has a 10-person institutional sales team in the U.S. and is looking to add three more

Millennium Capital Partners isn’t only hiring SAC Capital Advisors veterans

Sadasivan joined Napier Park in 2011 after an India-focused hedge fund he was to manager at Brevan Howard Asset Management failed to materialize. A co-founder of KDA Capital, he worked at The Children's Investment Fund before joining Brevan.

Ex-Goldman Investment Management Head To Lead Cushman

Forst will take over from interim CEO Carlo Barel di Sant'Albano next month. Since leaving Goldman in 2011, he has served as an adviser to private-equity firm Fenway Partners.

Paul Lucek succeeds Mark Rosenberg as CEO of SSARIS

Opalesque Industry Update - SSARIS Advisors, LLC, an affiliate of State Street Global Advisors - the investment management division of State Street Corporation, has appointed Paul Lucek as CEO, effective January 1, 2014.

Christine Johnson Joins AllianceBernstein as Head of Alternatives Product Management

In this newly created role, Johnson will join AllianceBernstein's growing alternatives team and collaborate with senior investment and distribution executives to drive the growth of the firm's alternatives business.

RGA Appoints Two New Members to Board of Directors

RGA's Board of Directors had nine members at the time of the company's most-recent annual meeting on May 15, 2013.

Threshold Group Appoints Year Up Executive Director Lisa Chin to Board of Directors

Threshold Group,is pleased to announce that Lisa Chin will join Threshold's Board of Directors. Chin, currently founding Executive Director of Year Up Puget Sound, is an experienced leader for nonprofit organizations and business groups.

BNY Mellon Expands Wealth Management Team in Key Markets

BNY Mellon is building out its wealth management team in Chicago, Seattle and Palm Beach Gardens, Fla.

Fisher Vet Wells Joins Convergent Wealth Advisors

Wells will help broaden Independence’s presence outside of the firm’s traditional Washington, D.C., New York, and Los Angeles markets.

Aberdeen Asset Management Names Head of Americas

David is the author of "Market Neutral: Engineering Return and Risk," which was published in 1998 by the C.F.A. Institute and has been part of the C.F.A. syllabus ever since. He earned a law degree from the University of Aberdeen in 1979.

Million Dollar Father-Son Team Joins Raymond James Partner Bank

John Quello and his son, Nathan, joined the bank’s Loft Advisors team.

Bank of America Names Anthony Diblasi Market President For Seattle and State President for Washington

"As market president, Anthony's experience and leadership will guide him and his team in serving our clients throughout Puget Sound and the state.

RBC Wealth hires adviser team from Morgan Stanley

Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.

Brevan Hires HSBC Currency Specialist

Brevan Howard Asset Management has added a top bank currency executive just months after parting ways with its top foreign exchange manager and closing his hedge fund.

Presidio Names Schade CEO

It’s official: The Presidio Group, the $3.5 billion San Francisco-based wealth management firm, has named Karl Schade CEO.

Jefferies Wealth Head resigns to Join Hedge Fund

Markman Peters, who joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund

Franklin Templeton Expands Global Insurance Asset Management Solutions Business

He joins as the group's actuarial investment strategist

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