Managers of Wealth Americas

Fieldpoint lands veteran Morgan Stanley broker

His move to Fieldpoint Private ends a 23-year career at Morgan Stanley Smith Barney and its predecessor firms.

Signature Bank Appoints New Private Client Banking Team

Signature Bank has announced the appointment of a new private client banking team and the addition of a private client group director to an existing team.

Deutsche Bank’s Lehr Quits for Hedge Fund With Associates

“We really enjoyed our time at Deutsche and hope to continue the relationship from the client side.”

Baker & McKenzie Bolsters Tax Practice in D.C.

In an interview, Barrage said that Baker's global reach was a main reason for his lateral move.

Bank of America hires 130 small business bankers

Of the 34 small business bankers hired locally, 21 were in the Orlando area.

Merrill hires Morgan Stanley director to head insurance

"When you look at the future of the insurance and annuities space, it's not one of purely a product - it's more of a 'how does it fit into somebody's wealth' strategy,"

PrimeOne Solutions hires five senior execs

“With our rapidly growing client base and increasingly successful business model, the strategic next step was to expand our team to include highly respected professionals with an average of more than 20 years in prime brokerage, and whose pedigrees

Macquarie Private Wealth appoints North American Chief

All changes are effective immediately.

Flexible Plan Investments expands research team with Macquarie Private Wealth Management hire

He previously worked at Macquarie Private Wealth Management as the Quantitative Director for Butler, Philbrick, and Gordillo where he was the co-developer of the Darwin Portfolio Management strategy.

Wilmington Trust expands Wealth Advisory team

Leading the Wilmington Trust team in Wilkes-Barre is John McCarthy, private client adviser and team leader.

Northern Trust adds to wealth management leadership team

25-year industry veteran named Managing Director of Development for the Northeast Region

Advisors form Hartford Group

Merrill Lynch announced that Financial Advisors Charles Hartford and Harrison Till will form the Hartford Group in the Merrill Lynch La Jolla branch office.

SEI appoints new director of business development for wealth management

She brings with her nearly a decade of experience in segments of financial-services and estate-planning strategy.

Goldman Sachs’s Pope Said to Be Leaving Leveraged Loans Post

Michael Pope, a managing director in loan sales at Goldman Sachs Group Inc., is leaving the firm, according to two people familiar with the matter.

Bank of America Changes Strategy Chief Again

Bank of America has quietly changed strategy chiefs for the third time in three years.

Fieldpoint Private Welcomes Former J.P. Morgan Wealth Advisor

In 2010, she authored the book, Does this Make My Assets Look Fat? - A Women's Guide to Finding Financial Empowerment and Success (St. Martin's Press).

Marsh Makes Key Appointments in Private Client Services

She has 22 years of insurance industry experience as a broker, high net worth client advisor, and underwriter.

RBC Wealth Management further builds Americas desk with two hires

They both join the Americas desk, and report to Martin Heale, who was appointed Head of Americas in July 2011.

First National Bank hires vice president of private banking

Ms Maze will support the loan and deposit needs of high net worth clients in Mahoning, Trumbull, Lake and Geauga Counties. She will report to David Yates, Senior Vice President, Private Banking Group.

Bank of America Names Virginia President

"Gary brings tremendous experience in financial services to this important leadership role as well as a dedication to serving the community."

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