Managers of Wealth Americas

Citi taps Credit Suisse exec to head 'family office' unit

Woodson has been with Credit Suisse since 2007

Kleiner Perkins hires Scott Ryles as COO

Scott Ryles joins Silicon Valley venture capital firm 13 years after leading one of its portfolio companies

Geller boosts client relationship team

Geller & Company, a financial advisory and wealth management firm, announced that Christopher J. Schumacher has joined the firm as a Director and Client Relationship Manager.

Leading Boutique Investment Bank Marlin & Associates Names Jason Panzer as Chief Operating Officer

Marlin & Associates Securities LLC, the boutique investment banking and strategic advisory firm, announced that, effective today, Jason Panzer has been named to the newly created position of Chief Operating Officer.

Mesirow’s Klopfenstein Plans Hedge Fund

I will focus on partnering with a very limited number of sophisticated global institutions

King & Spalding Recruits Alternative Investments Partner

Chapman focuses on complex business transactions for hedge funds and other alternative investment, asset management and financial services firms, as well as acting as sponsor counsel in the formation and operation of hedge funds, private equity funds, cre

Deutsche Bank’s Pace Said to Leave Wealth Unit Post

he bank last year hired Felipe Godard from Credit Suisse to increase business

Former Barclays banker Maarten de Jong joins Moelis & Co

He most recently was global head of life sciences at Barclays.

North Street Global Hires Industry Veteran

North Street Global is a diversified financial services firms headquartered in New York

UBS Americas Hires Wealth Industry Vet

The position, head of advice and solutions for wealth management in the Americas, combines duties previously held by Bill Carroll and David McWilliams.

UBS shuffles management, hires ex-Morgan Stanley exec

Jason Chandler and Bill Carroll will now share responsibility for field leadership; Paul Hatch fills new role as head of advice and solutions

Joel Marcus Joins Sowell Management Services as National Sales Manager

Sowell Management Services is a fee-based third-party management firm

Chief Accountant Paul Beswick to Leave SEC

Paul’s leadership, critical analysis and sound judgment earned him the respect and admiration of his colleagues

Securities America Adds Team with $75 Million in Client Assets

Advisors Jonathan Lifschutz and David Reed have joined Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc..

Morgan Stanley Appoints New Head of Private Wealth Management

He will report to Ketterer and Shelley O’Connor, head of field management, according to the memo.

Morgan Stanley picks new leader for sales to the very wealthy

Morgan Stanley is the world's largest retail brokerage firm

Steward Partners Adds Veteran $1.5 Million Team From Morgan Stanley

Our biggest challenge right now is managing demand.

AGF Appoints Kevin McCreadie as President and Chief Investment Officer

AGF Management Limited today announced the appointment of Kevin McCreadie as President and Chief Investment Officer, AGF Investments Inc., effective June 17, 2014.

Instinet Makes Senior US Sales Appointments

Given their knowledge, expertise and backgrounds, we’re very excited to tap Chuck and Tom to lead these efforts in the United States

KRyS Global opens New York office

Corporate recovery and insolvency firm KRyS Global has opened a New York office to complement KRyS Global’s offshore presence in the Cayman Islands, British Virgin Islands, Bermuda, Bahamas and Guernsey.

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