Managers of Wealth Americas

Bluespring Wealth Partners Expands Leadership and Business Development Team with Strategic Executive Appointments

Additional talent investments underscore firm’s commitment to growth, innovation, and advisor support

Sowell taps Rayliant for exclusive partnership, names Jason Hsu as chief investment strategist

It deepens the RIAs OCIO capabilities with research-driven approach and global expertise

Raymond James Grows its Capital Structure Advisory Investment Banking Team

His background and commitment to doing what’s best for clients is well-suited for our team, our culture and our clients.

Wealth Advisors Trust Company Appoints Jonathan Connolly as President & COO to Lead National Expansion

Former UBS executive and Wealthspire Trust CEO will guide the firm’s growth and operations, reinforcing its position as America’s premier advisor-friendly corporate trustee.

Wellington Management President, Managing Partner and Head of the Client Platform Announces Retirement; Samantha Schoen Named Next Head of the Client Platform

Leadership Transition Reaffirms Wellington’s Commitment to Client Excellence

Raymond James grows its capital structure advisory investment banking team

New banker Alex Rohan joins as group co-head

Ex-Goldman Sachs ED leaves friendly hedge fund amidst macro hiring spree

During his time at Goldman, Heath worked in the emerging markets equities team.

Nicola Wealth strengthens executive bench with Archambault and Coman-Walker

New leaders deepen firm’s strategy as independents reshape Canada’s wealth landscape

Nicola Wealth Evolves Leadership Team for Next Phase of Growth with Key Executive Appointments

Firm welcomes Yannick Archambault as President, Private Wealth, and Abi Coman-Walker as COO building upon its foundation of leadership excellence and purposeful growth.

Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors

Barron’s says it compiled the ranking based on “the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.”

RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors

Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients

JP Morgan Private Bank Adds Justo Schiopetto as Banker in Miami

J.P. Morgan Private Bank announced the promotion of Justo Schiopetto to associate and banker for its Miami offices

Investment Industry Leader Joins Rothschild Wealth Partners to Advance Strategic Expansion and Strengthen Market Presence

The appointment of Mr. Kelly comes as Rothschild Wealth Partners continues to build on its nearly 120-year legacy

F.L.Putnam Expands in New Hampshire with New Office and Two Senior Hires

Thomas Burleigh and Michael Hanlon expand the firm's local financial planning and investment management expertise and capabilities

Eastern Bank Welcomes Diana Kenneally To Cambridge Trust Private Banking

Ms. Kenneally most recently served as Senior Private Banker for the New England region at BNY Mellon Wealth Management

JP Morgan Private Bank Hires Antonio López Doddoli in Houston

J.P. Morgan Private Bank Announced the Addition of Antonio López Doddoli to Its Latin America Team as Vice President and Banker at Its Houston Offices

Mercer Advisors Appoints Kate Shackleton as Head of New Partner Success

Seasoned wealth management leader joins $86 billion RIA to accelerate partner firm success and growth

Advyzon Expands Its All-In-One Platform With Financial Planning, Adding Kevin Hughes to Head Efforts and Tony Leal as a Strategic Advisor

Comprehensive wealthtech platform plans to launch new capability in 2026

Wellington Management Appoints Michael Trihy as Head of Portfolio Management

In this position, Mr. Trihy will lead the expansion of Wellington’s evergreen private investing capabilities for private wealth clients.

Atria Co-Founder Lands at Annuities Wholesaler WealthVest

Kevin Beard has joined WealthVest as Chief Strategy Officer, where he will lead a new initiative, WealthVest Investment Services.

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