Managers of Wealth Americas

RGA Appoints Two New Members to Board of Directors

RGA's Board of Directors had nine members at the time of the company's most-recent annual meeting on May 15, 2013.

Threshold Group Appoints Year Up Executive Director Lisa Chin to Board of Directors

Threshold Group,is pleased to announce that Lisa Chin will join Threshold's Board of Directors. Chin, currently founding Executive Director of Year Up Puget Sound, is an experienced leader for nonprofit organizations and business groups.

BNY Mellon Expands Wealth Management Team in Key Markets

BNY Mellon is building out its wealth management team in Chicago, Seattle and Palm Beach Gardens, Fla.

Fisher Vet Wells Joins Convergent Wealth Advisors

Wells will help broaden Independence’s presence outside of the firm’s traditional Washington, D.C., New York, and Los Angeles markets.

Aberdeen Asset Management Names Head of Americas

David is the author of "Market Neutral: Engineering Return and Risk," which was published in 1998 by the C.F.A. Institute and has been part of the C.F.A. syllabus ever since. He earned a law degree from the University of Aberdeen in 1979.

Million Dollar Father-Son Team Joins Raymond James Partner Bank

John Quello and his son, Nathan, joined the bank’s Loft Advisors team.

Bank of America Names Anthony Diblasi Market President For Seattle and State President for Washington

"As market president, Anthony's experience and leadership will guide him and his team in serving our clients throughout Puget Sound and the state.

RBC Wealth hires adviser team from Morgan Stanley

Weigel told Reuters that all of his former clients have agreed to move to RBC with him and Dimino.

Brevan Hires HSBC Currency Specialist

Brevan Howard Asset Management has added a top bank currency executive just months after parting ways with its top foreign exchange manager and closing his hedge fund.

Presidio Names Schade CEO

It’s official: The Presidio Group, the $3.5 billion San Francisco-based wealth management firm, has named Karl Schade CEO.

Jefferies Wealth Head resigns to Join Hedge Fund

Markman Peters, who joined Jefferies & Co in 2009 to run and expand its wealth management business, is leaving to join a distressed debt hedge fund

Franklin Templeton Expands Global Insurance Asset Management Solutions Business

He joins as the group's actuarial investment strategist

These financial markets professionals are a dying breed

The bank has scrapped monthly commissions it had paid as part of efforts to retain a DLJ junk-bond team led by an associate of Michael Milken, who created the market in the 1980s, the people said.

Stanley Fischer set to be Fed vice-chair

The White House is near naming Stanley Fischer to be the vice-chairman of the Federal Reserve

Ex-Soros Chief Joins Citi Board

A co-founder of bank advisory firm Promontory Financial Group and a former CEO of Soros Fund Management, to its board of directors on Wednesday.

Crédit Agricole CIB boosts Real Estate, Lodging and Gaming Group in Americas

He most recently was Director/Team Leader-Commercial Real Estate Finance at ING Real Estate Finance.

UBS hires adviser team from BofA Merrill Lynch

UBS AG's Wealth Management Americas unit said Tuesday that it hired a team of two financial advisers from Bank of America Merrill Lynch for one of its Texas offices.

Blackstone Mortgage Trust appointments chief financial officer

Blackstone Mortgage Trust, Inc. today announced that Paul D. Quinlan, a Managing Director in the finance division of Blackstone, has been appointed Chief Financial Officer of the Company.

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.

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