Managers of Wealth Americas

The former JPMorgan MDs becoming product executives in fintech

This week, two former JPMorgan MDs have become chief product officers at separate fintechs, one in New York and the other in San Francisco.

Capstone Asset Management Enhances Investment Team with Addition of Senior Portfolio Manager James Jung and Director of Real Estate Investments Clayton Rutquist

James brings leadership and management to Capstone's public and private credit investments.

Executive Assistant to Chairman and CEO

Effectively partner and coordinate closely with the Senior Executive Assistant to the Chairman and CEO in supporting the Chairman and CEO.

Baron Capital Announces Leadership Changes

Stern spent the last 23 years with FactSet.

Bank of America brings new head of IB Switzerland from UBS

He will take over the position on July 1

Citi wealth division's CIO Bailin to depart after 15 years

Bailin became the global head of investments in 2017 and took his current job in 2019.

Citizens Financial Group Names Paul Casey to Lead Wealth Business

He will lead the bank’s Citizens Wealth Management and Citizens Private Wealth Management organizations, serving the needs of mass affluent, affluent, high-net-worth, and ultra-high-net-worth clients.

Fortitude Family Office Founder and CEO Matt Walker Named Executive of the Year by Business Intelligence Group

Walker is honored with award for his commitment to top-level client service and strengthening local communities through business and charitable initiatives

Northeast VP of Wealth Management Appointed to President of Board of Directors for BISA

John has sat on BISA’s Board of Directors for over five years

Schroders hires 2 execs for private debt and credit alternatives unit

Kezelman was managing director and strategy specialist in the client partnership group at TPG Angelo Gordon.

UBS Private Wealth Management hires Regina Bronson and Alex Gitomer in New York City

They will report to Market Director Thomas Conigatti.

GoldenTree Asset Management Hires John Edenbach to Continue to Expand its Wealth Management Business

He will report to Claudio Macchetto, Managing Director and Head of North American Wealth Management, at GoldenTree.

Citi confirmed that Vis Raghavan will have plenty of power when he arrives in June

Initially, though, Raghavan will have a few other things to busy himself with.

Citadel Securities technology head resurfaces after 2 years at HFT firm

Since September, he has become an advisory board member for talent-intelligence startup Censia.

Shannon Hobbs Joins BNY Mellon as Chief People Officer

Earlier in her career, she served in key human resources leadership roles for 10 years at JPMorgan Chase.

Validus Capital Expands Team and Multi-Family Office Capabilities with Managing Director Wayne Park, CPA

Prior to working at Mariner, Wayne was an experienced tax professional with Apercen Partners, LLC, where he focused on tax compliance and consulting services for UHNW clients.

UBS Private Wealth Advisor Jason Stephens named to Barron's Top 1200 Financial Advisors list

This recent recognition continues a lengthy list of industry accolades.

Dawn Miller named CCO of Lloyd’s and CEO of Americas

Miller will be based in New York and take over her new duties with effect from September 1, 2024.

Ron Carson Steps Down as Carson Group CEO

Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA.

Modern Wealth Management Appoints Head of Advisory Services

With over 20 years of experience in building advisory platforms, Del Col will support Modern Wealth’s national expansion and enhance its wealth management services

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