Managers of Wealth Americas

Financial Services Institute Honors AE Wealth Management's Shawn Scholz with Prestigious Advocacy Award

We congratulate Shawn on this achievement and applaud his commitment to FSI's mission and the independent financial services industry

Gabriel Simkin Joins CV Advisors as Associate Portfolio Manager and Investment Committee Observer

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Institutions and Ultra-High-Net-Worth Clients with a High-Touch Single-Family Office Service Platform at Scale

Northern Trust Asset Management Appoints Head of Global Institutional Client Group

Lyenda will lead the strategic direction and commercial success of NTAM’s institutional businesses in the Americas, Europe, and the Middle East (EMEA), and Asia-Pacific (APAC) regions.

Leading Global Aviation Lawyer Paul Jebely Joins Sterlington as Partner and Vice Chair, International

Jebely’s previous law firm roles include serving as a global head of aviation, marine and private wealth practices at leading international law firms.

Patrick Brennan joins Selective Insurance as CFO

Brennan brings nearly two decades of insurance industry and public company executive experience.

Bank of Montreal's US wealth management head to retire

Kennedy, in her most recent role, acted as the chief executive of the Canadian lender's U.S. wealth management unit.

Whittier Trust Elevates Dean Byrne to Executive Vice President

Strategic Leadership and Commitment to Client-Centric Excellence Drive Dean Byrne's Promotion to Executive Leadership at Whittier Trust

Fieldpoint Private Announces Banking Team Expansion

The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.

London & Capital appoints Executive Director

Nicole brings over 20 years of experience working with HNW US expats and their families.

JPMorgan Chase sets up new role to oversee employee 'wellbeing' amid overwork concerns

Bank appoints long-time employee Ryland McClendon to 'support success' of associates

Citi appoints global head of middle and performance

Citi recently announced an ambition to capture market share with asset managers as it drives growth in securities services

Berkshire Residential Investments Expands Equity Portfolio Management Team

Steve will report to John Lamb, Partner and Head of Portfolio Management.

Leading Global Aviation Lawyer Paul Jebely Joins Sterlington as Partner and Vice Chair, International

Most recently named "Aviation Trailblazer of the Year," Jebely’s long list of accolades also include "Private Aviation & Yacht Lawyer of the Year" and "Private Wealth Lawyer of the Year."

Brown Brothers Harriman Makes Strategic Hire in Philadelphia

Tom Spano joins BBH, bringing his expertise to clients across the mid-Atlantic region.

Joe Miller Joins Ballast Rock Private Wealth as a Wealth Advisor

With a background in high yield and distressed debt, Joe brings complementary experience to this alternative investment-focused firm

RBC reels in $2.8B superteam from UBS

The 15-person multigenerational team adds over 200 years of experience to the firm's advisor pool in Atlanta.

TD Bank Group President and CEO Bharat Masrani to Retire April 10, 2025; Board Names Raymond Chun as Successor

The Board also announced its intention that Mr. Chun will become Group President and Chief Executive Officer, TD Bank Group, on April 10, 2025

Industry Veteran and Respected Leader Dougal Williams Named CEO of Vista Capital Partners

Williams has served in various roles with Vista since 2004, most recently as chief wealth officer and lead advisor.

Ocorian appoints Head of Funds US

He will be based in Ocorian’s New York office.

Edward Jones extends Florida footprint with ex-Merrill advisor

The experienced financial advisor is breaking away in Jacksonville after managing $210M at the wirehouse.

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