Managers of Wealth Americas

Raymond James announces new head of financial planning

Michelle Connolly brings over two decades of experience in the wealth, insurance, estate, and trust planning industry

Evertas Names Nick Selby Head of European Underwriting

The Evertas underwriting process gives us a significant competitive advantage in the fast-growing crypto insurance industry

Cetera Appoints Jerry Patterson Head of Advanced Wealth Solutions

Former Fidelity Investments Life Insurance Company executive to lead retirement, life insurance and annuity offerings at Cetera

Lauren Connelly Joins Vestor Capital as Wealth Management Advisor

Enhances Firm's Focus on Empowering Individuals, Families, and Businesses to Achieve Financial Success

UBS Wealth Management International Adds Déa Caldas in New York

Originally from Brazil, Caldas worked at Citibank and Banco Santander in Rio de Janeiro.

Roz Smith Named Chief Operating Officer of Broadridge International

In her role, Smith will focus on scaling and streamlining the Broadridge International business to drive transformational levels of operating efficiency and productivity.

Hiscox announces new US CEO

She began her career in actuarial roles before moving into leadership positions at The Hartford Insurance Company; ACE; Explorer Insurance; and Chubb.

Canaccord Genuity Group Inc., Announces Proposed Changes to Board of Directors

Current Director Jo-Anne O’Connor will not seek re-election.

Barclays Appoints Alexander Altmann as Global Head of Equities Tactical Strategies

Mr Altmann will join the bank in June and will be based in New York, reporting to Ronnie Wexler, Global Head of Equities Distribution.

Gallagher Re promotes April Engelman to COO of North American region

Engelman joined Gallagher Re in 2021

Hedge fund Millennium hires an ex-Bloomberg quant to head AI research in FX

He sits within the technology team, rather than on the investment side.

Freedom Capital Markets Appoints Edward Maguire as Senior Managing Director of the U.S. Equities Research Team

Prior to joining Freedom, Maguire served as Equity Research Principal at SMBC Nikko Securities America, overseeing a team of equity research analysts.

WealthStack Roundup: Advyzon Investment Management Names Scott Smith Chief Revenue Officer

Ken Denman has also joined TIFIN's Board of Directors.

Everest Re names Mayur Doshi to lead North America treaty casualty team

He previously worked at The Navigators Group, where he oversaw treaty and facultative reinsurance purchasing across long-tail lines of business.

UBS Adds Market Director in Oregon

Cy Aleman will oversee all five UBS locations in the state from the Portland office.

Cohen & Steers Appoints New Head of Wealth Channel Distribution

Noonan fills the void created when Cohen’s previous wealth channel head, Kimberly LaPointe, left the firm in February

Evamarie Schoenborn Named new Wealth Lead for Johnson Financial Group

Ms. Schoenborn brings more than 20 years of investment management experience with her, most recently serving as CEO of U.S. Bank Investments in Minneapolis.

Doshi to head treaty casualty unit at Everest Re

Mr Doshi joined Everest in 2019 as vice-president, United States treaty casualty, from The Navigators Group.

Royal Bank Names Sanya Head of Its US Asset-Management Unit

Sanya will report to Damon Williams, CEO of the Toronto-based bank’s overall global asset-management business, which has $453 billion of assets under management.

Broadridge Announces CFO Transition

Ashima Ghei, who is currently the Chief Financial Officer of Broadridge’s $4.5 billion revenue Investor Communication Solutions segment, will serve as Interim Chief Financial Officer.

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