Managers of Wealth Americas

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

Raymond James welcomes the Angas Shick Group

We are so pleased they chose Raymond James

JPMorgan Names Jury, Thakur Co-Heads of FX, Emerging Markets

This team will focus on monetizing the opportunities made available by changes in market structure

Citi Appoints Middle-Market Banking Executive

He joined Citi in 1984 as a summer intern.

Portuonodo becomes BNY Mellon Trust president

Antonio Portuonodo has been appointed president of the Bank of New York Mellon Trust Company.

Robert K. Steel Joins Perella Weinberg Partners as Chief Executive Officer

Joseph R. Perella to Continue Full-Time Commitment as Chairman

Northern Trust Asset Management Strengthens Leadership Team

Northern Trust Corporation is a leading provider of investment management, asset and fund administration, banking solutions and fiduciary services for corporations

Raymond James Welcomes Team From Wells Fargo

Rob, senior vice president, investments, has served as general partner for the team

Webster Banker Named to Board of Business Initiative Corporation of New York

With $21 billion in assets, Webster provides business and consumer banking, mortgages, private banking

Investment banking tech guru quits and starts own firm

Getting to managing director as a technologist is notoriously tough

Wells Fargo names Peninsula business banking manager

During her 40-year banking career, Chappell has dedicated herself to making the Virginia Peninsula a better place

Dan Kemp leaves Albemarle to join Morningstar

Fund selector set to join Morningstar less than two years after helping set up Albemarle Street Partners.

Pimco Rehires Former Senior Executive Paul McCulley

Pimco's move comes five months after the firm put in place a revamped executive structure featuring a new generation of fund managers

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