Managers of Wealth Americas

Raymond James welcomes $325M AUM advisor, team from Edward Jones

Broker-dealer has acquired more than $2B AUM in the past week

Regions Bank Names Brandon Greve Head of Regions Investment Services; Additional Leadership Promotions Announced

Ready to help build on Regions’ growth, Greve succeeds Jim Nonnengard, who is retiring following a successful 43-year career.

Nomura Asset Management Appoints Douglas Stewart as Head of Distribution EMEA

His appointment reflects our commitment to accelerating growth and delivering exceptional outcomes for clients across EMEA and Latin America."

Gresham House Ventures appoints Alex Yanitsky as Investment Partner

He holds an MBA from INSEAD and an HBA from the Richard Ivey School of Business at the University of Western Ontario.

Grant Thornton appoints advisory services and industry practice leaders

Puthiyamadam joins Grant Thornton at a time of significant change.

Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals

Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors

Euan Munro exits CEO role at Newton IM

CEO Euan Munro and CIO Mitesh Sheth leaving the firm

$177bn Corient promotes 2 to wealth, operations head roles

Darren Henderson and Alex Eppler have assumed the titles of head of US wealth advisory and head of client operations, respectively.

Morgan Stanley Nabs $1B Team From UBS

Their combined assets under management at UBS were about $1 billion, with $10 million in annual revenue.

Former Global Group Head of Blackstone Alternative Asset Management, John McCormick, Joins Growth Credit Partners as Senior Advisor and Investor

Under his leadership, BAAM achieved record financial results, and he was instrumental in launching Blackstone’s data science initiative.

NewEdge Advisors Snags $1.4B Florida Team From Merrill Lynch

The team of six advisors in Destin, Fla. will use Goldman Sachs for custody.

Tom Ruggie on wealth management and innovation

Tom Ruggie shares insights on leadership, strategy, and mentoring in wealth management.

Principal Asset Management℠ Appoints Matthew Peron as Deputy CIO of Equities

In addition, he will play a key role in shaping the overall strategy for the equities platform globally at Principal, ensuring alignment with long-term client objectives and enhancing risk-adjusted returns.

PGIM Fixed Income Hires Oliver Nisenson as Head of Asset-Based Finance

Nisenson to lead continued growth of firm’s private asset-based finance platform

Barclays Continues Strategic Investment in Financial Sponsors Group

Jason Short rejoins the bank to lead financial sponsor client coverage on the West Coast

Osaic Names Saumya Bhavsar as Chief Legal Officer and General Counsel

Meta FinTech’s former head of legal and vice president will steer strategic legal direction as Osaic embraces next phase of growth and innovation

A key Citi transformation MD leaves for problematic payments fintech

Prior to that, he was a Wells Fargo MD and had stints at both Goldman Sachs and JPMorgan

Saranac names joint CEOs and adds ex-Citi Private Bank CEO to board

RIA veterans join leadership team at specialized brokerage Cache

Also joining is Shang Chou, CQF as head of institutional solutions, having previously been with Tema ETFs as chief revenue officer.

Linda Osterman is Promoted to Senior Managing Director

She previously worked at Mellon Bank, NA, and Summit Bank in similar residential lending positions.

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