Managers of Wealth Americas

Aspiriant Targets Silicon Valley Wealth With New Hire

Fox began her career in the Valley as a marketing executive for Sun Microsystems and Oracle

Ex-Merrill Executive Joins Focus Financial

A Merrill Lynch executive who resigned during a management shakeup earlier this year has joined Focus Financial Partners LLC in a position where he will help recruit top brokers away from his former firm.

Alvarez & Marsal Establishes Global Asset Management Services

Alvarez & Marsal Asset Management Services, LLC is an independent affiliate of Alvarez & Marsal Holdings, a global professional services firm with a 30-year track record of maximizing asset value in connection with scores of business transformatio

Webster Private Bank Bolsters Portfolio Management Team

Both have extensive experience in investing for high-net-worth clients, the bank said.

BNY Mellon Wealth Management appoints strategy head

With locations on six continents and an extensive global network of correspondent financial institutions, BNY Mellon's Treasury Services group delivers high-quality performance in global payments, trade services and cash management.

UBS Hires Former Credit Suisse Banker

UBS recently advised the management team of Nuveen Investments on its sale to TIAA-CREF, and American Express on the sale of half its corporate-travel business.

Wells Fargo signs $1.5 billion Michigan team

Trio previously worked at J.P. Morgan Private Client Service Group

RBC research hires continue with star retail duo

RBC Capital Markets has continued its build-out in research with the appointment of two of Bank of America Merrill Lynch’s top-ranked retail team

Institutional asset manager appoints head of business development for liquid alternatives

He will be responsible for developing products and implementing a distribution plan for Insight’s liquid alternatives, total return and absolute return products across the Americas.

InvestView Strengthens Asset Management Division, Hires Wall Street vet

He will be help build our asset management division.

Guggenheim Hires Head of Execution Services and Sales Trading

This hire further strengthens Guggenheim Securities' fast-growing equities franchise.

Stifel hires two advisers from UBS Securities

They managed about $200 million in client assets in UBS.

Lorraine Fox Joins Aspiriant as Director of Wealth Management

A “Woman of Influence” in Silicon Valley Brings 17 Years Experience to Leading Independent Advisory Firm

Houlihan Lokey Appoints Co-Ahead of the Transaction Opinions Practice

Houlihan Lokey, the international investment bank, today announced that Jennifer Muller has been appointed Co-Head of the firm’s Transaction Opinions practice alongside Chris Croft, who has been leading the practice since 2010.

Goldman creates new role in growth push

Mr Scherr has been working with Lloyd Blankfein, chief executive, for several weeks

State Street Global Advisors Expands Intermediary Business with Key Appointments

State Street Global Advisors , the asset management arm of State Street Corporation today announced five key appointments in the firm’s intermediary business, which provides products supporting wealth management professionals, including SPDR ETFs an

Goldman creates new role in growth push

Goldman Sachs is planning to increase the size of its commercial bank and wealth management division as part of a quest for growth.

Rothstein Kass partners and employees to join KPMG

The move brings together KPMG’s alternative investments presence and global reach with Rothstein Kass’ expertise and personnel.

Moelis appoints new MD

Moelis & Co has announced the appointment of John Colella as a Managing Director providing financial and strategic advice to power and utility clients in the U.S. and internationally.

Youngest female President of an investment banking firm in the U.S announced

At age 33, she is the youngest, female President of an investment banking firm in the U.S

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