Managers of Wealth Americas

LPL lands father-daughter advisor pair from Morgan Stanley

The independent wealth giant adds the two breakaway advisors, who managed roughly $290M at the wirehouse, in Washington DC.

Deutsche Bank's ex-head of Americas ECM quietly resurfaced at Cantor Fitzgerald

The reason for Bohm's Deutsche Bank exit was not given in initial reports on his departure.

Citadel caught a new chief compliance officer, from Millennium

Nathan Perrone, who's been working in equities compliance at Millennium, has availed himself of one.

Advanced Bionics Announces New President and Management Board Member

Alistair Simpson Joins Sonova as Group Vice President for Cochlear Implants and President of Advanced Bionics Following the Retirement of Vicky Carr-Brendel.

Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers

Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity

PineBridge Investments Appoints Shannan Simmons as Head of Business Development, Americas

Effective 17 June, Shannan Simmons has been appointed Head of Business Development, Americas, alongside her current position as Global Head of Consultant Relations.

Steven Goulart Appointed as DWS USA Corporation Board Chairman

At MetLife, he oversaw approximately $600 billion in assets under management worldwide.

True North Advisors Hires Melissa Lucas and Susan Rowinski to Elevate Expanding Family Wealth Offering

Melissa sits on the Investment Committee and will be a key thought leader as True North further expands its service offerings.

JanOne Appoints its Chief Revenue Officer and President of its Fintech Subsidiary, ALT5 Sigma

Vay's expertise will be invaluable as we educate our end-users on the breadth of the ALT5 portfolio.

$1.3B Las Vegas Team Departs Morgan Stanley for Raymond James

The seven advisors making up the team are joining Raymond James’ employee advisor channel.

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy

BBH Grows its Infomediary® Data Solutions Team with Hires in Boston and London

BBH is pleased to announce it has grown its Infomediary® Data Solutions team in the U.S. and Europe to support its continued investment in data solutions.

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

Industry Veterans Join Firm from Bank of America Private Bank, Attracted to Fiduciary Trust International’s Nearly 100-Year History Serving High-Net-Worth Clients, and Southeast Growth Strategy

RS Will Wealth Management Welcomes Eric. M. Johnson, Financial Advisor

Eric brings over 12 years of industry experience to the team.

SCS Financial Appoints Lane MacDonald as Chief Investment Officer

Additionally, he will oversee a team of roughly 20 investment professionals across asset classes.

UBS appoints Ryann Kilgore to lead Greater New England Market

Ryann brings nearly 20 years of wealth management experience to the role.

Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors

Ben, a seasoned wealth manager, is committed to providing tailored services to all clients.

People Moves

LPL lands father-daughter advisor pair from Morgan Stanley

Deutsche Bank's ex-head of Americas ECM quietly resurfaced at Cantor Fitzgerald

Citadel caught a new chief compliance officer, from Millennium

Advanced Bionics Announces New President and Management Board Member

Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers

PineBridge Investments Appoints Shannan Simmons as Head of Business Development, Americas

Steven Goulart Appointed as DWS USA Corporation Board Chairman

True North Advisors Hires Melissa Lucas and Susan Rowinski to Elevate Expanding Family Wealth Offering

JanOne Appoints its Chief Revenue Officer and President of its Fintech Subsidiary, ALT5 Sigma

$1.3B Las Vegas Team Departs Morgan Stanley for Raymond James

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

BBH Grows its Infomediary® Data Solutions Team with Hires in Boston and London

Two Wealth Management Veterans Join Fiduciary Trust International in Atlanta, Continuing to Build Local Team

RS Will Wealth Management Welcomes Eric. M. Johnson, Financial Advisor

SCS Financial Appoints Lane MacDonald as Chief Investment Officer

UBS appoints Ryann Kilgore to lead Greater New England Market

Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors

NewEdge Wealth Welcomes Brian Nick to Investment Management Team

Fidelis Capital Welcomes Douglas Rothermich as Partner and Wealth Strategist

Veteran Wealth Management Executive Jeff Markham Joins Stifel to Bolster Growth and Expansion