Managers of Wealth Americas

Barclays Appoints Alexander Altmann as Global Head of Equities Tactical Strategies

Mr Altmann will join the bank in June and will be based in New York, reporting to Ronnie Wexler, Global Head of Equities Distribution.

Gallagher Re promotes April Engelman to COO of North American region

Engelman joined Gallagher Re in 2021

Hedge fund Millennium hires an ex-Bloomberg quant to head AI research in FX

He sits within the technology team, rather than on the investment side.

Freedom Capital Markets Appoints Edward Maguire as Senior Managing Director of the U.S. Equities Research Team

Prior to joining Freedom, Maguire served as Equity Research Principal at SMBC Nikko Securities America, overseeing a team of equity research analysts.

WealthStack Roundup: Advyzon Investment Management Names Scott Smith Chief Revenue Officer

Ken Denman has also joined TIFIN's Board of Directors.

Everest Re names Mayur Doshi to lead North America treaty casualty team

He previously worked at The Navigators Group, where he oversaw treaty and facultative reinsurance purchasing across long-tail lines of business.

UBS Adds Market Director in Oregon

Cy Aleman will oversee all five UBS locations in the state from the Portland office.

Cohen & Steers Appoints New Head of Wealth Channel Distribution

Noonan fills the void created when Cohen’s previous wealth channel head, Kimberly LaPointe, left the firm in February

Evamarie Schoenborn Named new Wealth Lead for Johnson Financial Group

Ms. Schoenborn brings more than 20 years of investment management experience with her, most recently serving as CEO of U.S. Bank Investments in Minneapolis.

Doshi to head treaty casualty unit at Everest Re

Mr Doshi joined Everest in 2019 as vice-president, United States treaty casualty, from The Navigators Group.

Royal Bank Names Sanya Head of Its US Asset-Management Unit

Sanya will report to Damon Williams, CEO of the Toronto-based bank’s overall global asset-management business, which has $453 billion of assets under management.

Broadridge Announces CFO Transition

Ashima Ghei, who is currently the Chief Financial Officer of Broadridge’s $4.5 billion revenue Investor Communication Solutions segment, will serve as Interim Chief Financial Officer.

Oppenheimer Expands Its Global Investment Banking Capabilities with the Addition of Martin Chamberlin

Highly experienced, London-based banker to lead firm's newly established Healthcare M&A practice

RBC appoints co-heads of real estate investment banking

The appointments were effective in May

Northern Trust Asset Management Names Head of Strategic Accounts, Intermediary

He holds a key leadership role on the team responsible for deepening client relationships, expanding market presence

Macquarie Capital expands Software and Services coverage and advisory with senior appointments

Mr. Fiore will lead Cybersecurity coverage; Mr. White is joining to lead Macquarie Capital’s newly created Mortgage Technology (MortgageTech) coverage, supporting the existing Property Technology (PropTech) team.

Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales

Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the largest institutional defined contribution plan sponsors.

JPMorgan payments boss Georgakopoulos quits

During his tenure, the business has become one of the firm’s biggest growth engines

UBS Hires Financial Advisor Mariam Adams

She advises clients about financial planning, investment management, inheritances, estate planning and charitable giving.

Maples Group Appoints Suzanne Correy and Finn O'Hegarty as Co-Heads of Latin American Practice

As long-standing and highly experienced members of the Latin American practice, Suzanne and Finn now lead the dedicated Latin American team at "the most sought-after offshore firm for Latin American work"1.

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