Managers of Wealth Americas

Benjamin Edwards hires father-son team away from Wells

Benjamin Edwards does not disclose the amount of client assets individual advisers manage or an adviser's annual revenue.

Advocacy Wealth Management appoints new CIO

With more than 14 years in the investment management industry, Justin will use his expertise to customize and monitor individual and institutional portfolios with a focus on protection of principal and predictable, tax-efficient returns.

Change at the top for Bryn Mawr Trust

In April, one month after the bank’s parent company, Bryn Mawr Bank Corp., celebrated that landmark anniversary, it announced a succession plan for the retirement in December of its longtime CEO and chairman, Ted Peters.

Northwest Bancshares names new CFO

Northwest Bancshares Inc, the holding company of Northwest Savings Bank, said it appointed William Harvey Jr as its chief financial officer.

Standard Life Investments hires Jim Giacin from Bancorp Services

He has more than 20 years of experience in investment banking.

U.S Bank hires two execs for private client reserve in Phoenix

Wealth manager U.S. Bank, a unit of U.S. Bancorp, hired two executives for its private client reserve in Phoenix.

Wells Fargo Hires 2 Morgan Stanley Brokers with $350 million in Assets

Wells Fargo Advisors, Wells Fargo & Company's registered broker-dealer, said Thursday it recruited two brokers away from rival securities brokerage Morgan Stanley, where they managed nearly $350 million in client assets.

Pacific & Western Bank of Canada Appoints Honourable Thomas A. Hockin Chair of Its Board

Mr. Hockin previously served as a member of the Bank’s board from June, 2005 and as Chair of the Bank’s board from November, 2008 until he became Executive Director of the International Monetary Fund representing Canada, Ireland and the Caribb

Bank of America’s highest paid executive looks one step closer to running the firm

Darnell’s move reinforces the view that Montag, who has overseen some of the bank’s most profitable businesses

Northern Trust Strengthens Hedge Fund Investment Team

He has joined Northern Trust Alternatives Group as Director of Portfolio Strategy for hedge funds and Greg Jones has joined as a Hedge Fund Analyst, strengthening the group that provides funds-of-funds and custom solutions for sophisticated in

Former Penn State University quarterback to leave Goldman Sachs

Meltzer and Bhavsar, who will also continue to oversee cross-asset sales, will report to Tom Cornacchia

J. Streicher Asset Management appoints new president

J. Streicher Asset Management LLC, a U.S.-based SEC registered investment advisory firm, has announced the board of directors has unanimously elected Lewes resident Todd M. Schoenberger as president effective Aug. 1.

Deutsche Bank hires two IT chiefs to tackle control flaws

Deutsche Bank has hired two technology executives as part of an effort to deal with more scrutiny from regulators, including over control failings identified by the Federal Reserve Bank of New York.

Camden Capital Names new MD

She has twenty-five years of experience advising legal professionals, business owners, entrepreneurs and high net worth families on wealth management, legacy planning and family office matters.

U.S. private equity firm hires adviser for $600 million Northgate unit sale

The company will be auctioned to private equity firms later this year and could be worth around $600 million.

Towers Watson Names Head of risk Consulting, Software

He will take over his new role from Sept. 1 and will be based in Towers Watson's Stamford office in Connecticut.

Aviva Investors Strengthens Global Investment & Risk Teams

Aviva Investors announced today the recent hiring of four senior investment and risk professionals in its Chicago and Toronto offices

NFP Scoops Up Former Financial Telesis Advisors

NFP Advisor Services has added over 60 retirement plan advisors, the majority of whom came from Financial Telesis.

Columbia Management Hires Industry Veteran

He is responsible for the distribution of investment products and solutions across all of the firm’s retail channels as well as the DCIO and 529 businesses.

Citi Private Bank boosts West Coast team

He will report to Lisa Roberts, head of Citi Private Bank in Northern California.

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