Managers of Wealth Americas

Baird recruits $1 billion investment advisory team in Indianapolis

The team is led by directors Don Hutchinson, Dean Weseli, and Jeff Borgert, veteran advisors each with more than two decades of industry experience.

Marsh appoints Niall O’Sullivan as Mercer’s Global Chief Investment Officer

Mr. O’Sullivan and Mr. Kaveh will report to Michael Dempsey, Mercer’s President for Investments and Retirement, and remain based in Dublin.

Insigneo Formalizes Partnership with Alius Capital Partners to Build Dedicated Real Estate Vertical

Building on a year of collaboration, the partnership establishes a proactive, curated approach to private real estate access across Insigneo’s international network of investment professionals

Hamilton Lane Announces Senior Promotions and Appointments Across Firm

Over 25 promotions and appointments to Managing Director and Principal reflect the firm’s continued growth and expansion of its product offerings and client and investment teams

Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley

Melissa Nims takes over for Jeremiah Barlow, who has been appointed to the newly created chief commercial officer position.

New Apple CEO John Ternus faces 7 big challenges as Tim Cook steps down

As many on the Street expected, he will be succeeded by John Ternus, currently Apple's senior vice president of hardware engineering.

Baringa hires Michael Cheek as partner in banking and capital markets

He has deep expertise working with executive teams on trading and post-trade change, regulatory programs, operating model redesign, and technology-enabled initiatives.

Price Forbes Re appoints Erik Matson as senior adviser

Mr Matson is the founder of Bridgehaven Europe and Transverse Insurance Group, where he is credited with coining the term “hybrid-front”.

Alts Platform Gridline Hires First COO From CAIS

Fresh off a Series A funding round, Gridline is doubling down on scaling operations and infrastructure with the appointment of Chris Crawford.

Raymond James Appoints New COO for Private Client Group

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

In her new role, Moisio will help drive First Horizon’s private banking strategy in the New Orleans market, focusing on deepening client relationships and expanding tailored financial solutions for individuals and families with complex financial nee

Falcon Wealth Planning Appoints David Lynch as Managing Director

35-year industry veteran joins Falcon from Fidelity to scale disruptive ‘planning-first’ model and drive expansion through strategic partnerships.

Osaic Expands Technology Leadership with Appointment of Stacie Nabedrick

New role supports continued platform innovation and scalable growth across advisor network

J.P. Morgan Welcomes a New Banker and Managing Director

Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile

Hightower Appoints Roberto Stewart as President and Chief Business Officer

His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service.

Highvern and Permian appoints new head of funds Americas

“There is a clear opportunity to build on the strong platform in Cayman and further enhance the group’s offering for clients in the Americas,” she said.

Barclays Research appoints Sahana Athreya as Global Head of Data Science & Applied AI

In this role, Athreya will lead the firm’s data science, artificial intelligence and advanced analytics agenda across Research, as global investor demand for data‑driven analysis grows.

Citi's ex-Goldman Sachs global co-head of infrastructure is going

Citi insiders say Leyenaar Huntingford decided to leave.

UBS Announces Leadership Appointments, Reimagined Offices in the Southeast US

Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region at the conclusion of his notice period.

Francois Schramek Promoted to Partner at Manhattan West

Schramek leads a sizable wealth management practice, reflecting the strength and durability of his client relationships.

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