Managers of Wealth Americas

State Street Global Advisors Appoints Anna Paglia as Executive Vice President and Chief Business Officer

Paglia brings extensive ETF industry leadership and experience to new leadership role

Scotia Global Asset Management makes sub-advisor change

There will be no change to the investment objectives of the Fund resulting from this change.

GoldenTree Asset Management Hires Mathew as Head of Corporate Strategy

He joins GoldenTree from Sixth Street

GoldenTree Asset Management Hires Head of Corporate Strategy

GoldenTree has increasingly executed on strategic transactions

Soros says goodbye to hedge fund career

He also appeared at the top of an annual ranking of the most generous American philanthropists in February; unsurprising given that he is estimated to have given away more than $4.8 billion.

Savvy Advisors Continues Strong Recruiting Growth, Welcomes Industry Veteran John Khoury as Principal Wealth Manager

Boston-based advisor comes to Savvy from Schwab, where he oversaw more than $1 billion in brokerage assets for over 350 individuals, institutions, and families

Bank of America appoints global head of capital introduction

The bank had intended to streamline operations and cut costs through natural attrition but found that recent improvements to its corporate culture have led to higher employee retention than anticipated.

Allstate adds former MetLife exec to board of directors

CEO hails new board member for her "broad insurance experience"

Financial Gravity Welcomes New Family Office Director Jemel Smith

His approach is not just about providing tax services; it's about nurturing businesses to thrive in a competitive landscape.

Rabobank North America Launches Energy Transition Team to Fuel Growth

Among the new banking hires, Joshua Dale, managing director and head of energy transition coverage for North America

First American Bank Welcomes New Tampa Team Member to Head Business Development

In his new role, Mr. Sasso will oversee business development in the bank’s West and Central Florida markets.

Bank of America London director returns as New York MD

Bank of America is an interesting place to be at the moment.

Trilogy Investment hires SVP of asset management

Additionally, Davis holds a Certified Apartment Manager designation.

HSBC hired itself a new chief information office from Citi

Riley spent 13 years at Citi, most of them working in technology in Institutional Clients Group (the investment bank).

Morgan Stanley Promotes Jed Finn to Head of Wealth Management

Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.

Everest appoints Patrick Hagerty

“With his deep technical property experience and strong leadership skills, I am confident that Patrick will continue to elevate our offering and drive the portfolio’s strong performance for the long-term.”

$700 Million Advisor Team Joins UBS in Hartford, Connecticut

The Keating Group joins the UBS Greater New England Market and will be located in the Hartford office at One State Street, which is managed by William Cholawa and Andrew Babiak.

Advent International Appoints Wealth Management Executive Tricia Rothschild as Operating Partner

Rothschild spent more than 25 years at Morningstar, transforming the company from startup to a leading, global and publicly-listed provider of investment research software, data, and index solutions.

Osaic Congratulates the AmeriFlex Group® on Recruitment of Financial Advisors with Nearly $500 Million in Client Assets

Also joining Osaic through AmeriFlex is the advisor team of Jeffrey McNaney and Lucas Dancy-Cabeal.

Kyle Miller Joins EP Wealth Advisors As Head Of M&A

Leading nationwide RIA accelerates pace of growth with build-out of internal M&A team; Elevates current General Counsel to Chief Administrative Officer; Adds Director of Project Management Office

People Moves