Managers of Wealth Americas

SS&C Technologies Names CTO

Bob Schwartz has been appointed CTO of Connecticut-based SS&C Technologies, a fund administration software specialist.

Merrill Adviser Team Jumps to Morgan Stanley

Jennifer Daniels and Karen Levy, who managed more than $150 million in client assets at Merrill, are now working out of Morgan Stanley Wealth Management's Cincinnati office.

Convergent Wealth Advisors Name Managing Director

Convergent Wealth Advisors provides investment consulting services and customized wealth management solutions to ultra-high-net worth individuals and family offices with investable assets of $10 million and more.

Soundport Capital Founder Joins Rockefeller Group

Prior to founding Soundport, which provided asset management services for investors in office assets located in Boston, New York, San Francisco and Los Angeles,

BNY Mellon Wealth Management Revs Up Hiring

BNY Mellon Wealth Management plans to expand its sales force by 50%, to 150 workers

Stifel boosts Private Client Group

He will continue to provide wealth management and investment advisory services to his clients.

Jefferies Group makes new Board appointment

Prior to joining Hasbro, Alperin practiced law in New York City for 20 years, dealing with corporate, public and private financial transactions, corporate mergers and acquisitions, compensation issues and securities law matters.

Raymond James Recruits $1.3 Million Advisor Team

Also joining the team from Wells Fargo Advisors are registered client associates Jaynie Guerrero and Angie Spinner.

BNY Mellon Wealth Management Hires Three in U.S. and Canada

BNY Mellon Wealth Management continues its steady drumbeat of new hires.

Fiduciary Trust Appoints Viraj Patel as Director of Asset Allocation

He will also focus on strategic modeling and market based tactical positioning for client portfolios.

Deutsche Wealth Management appoints President of the DWS Funds

He will work closely with the funds' independent board members to ensure optimal oversight of the funds' management and operations.

Calamos Announces Board Change And Intent to Form Calamos Partners

The move follows his decision to step away from his day-to-day role with the firm in August 2012

Morgan Stanley Adds Junk-Debt Analyst Corsair From Shrinking UBS

Morgan Stanley hired high-yield debt analyst Todd Corsair from UBS AG as the fourth-largest underwriter of U.S. corporate bonds bolsters its position and the Swiss firm reduces the size of its investment bank.

DeAWM Strengthens Its Private Equity Team in the Americas

Deutsche Asset & Wealth Management today announced two senior private equity hires to support the growth of its alternatives business in the Americas and worldwide

Hiscox hires a telecom veteran to run Small Business Marketing in the US

The Hiscox direct online small business platform in the US has rapidly grown to over 40,000 policies in force since we launched in October 2010.

Wilson Joins First Citizens as Manager of Wealth Management

He is uniquely qualified to lead our talented wealth management team as we grow this important line of business for our company.

Ameriprise hires advisers from Morgan Stanley, PNC, UBS

The team had an annual revenue production of more than $1 million at Morgan Stanley.

Chase Indiana Chairman Retiring

Try to imagine the local reaction had JPMorgan Chase & Co. sent a battalion of fast-talking New York executives to run the largest bank in Indiana Bank One after it bought the Chicago-based bank in 2004.

Billionaire Alwaleed’s CFO Said to Quit Kingdom Holding for U.S.

Sanbar is stepping down after more than eight years with Riyadh-based Kingdom to move with his family to the U.S.

Raymond James Recruits $1.7 Million Team

The team operates as the Massimi Group, an independent firm with offices in Armonk, N.Y. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC.

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