Managers of Wealth Americas

Aliant to offer high-end banking

In its effort to expand its Montgomery market share, Aliant Bank now is offering professional and executive banking -- a higher-touch banking experience for higher-end customers.

Modera Wealth Hires Executive to Lead Post-Merger Integration

Modera Wealth Management has hired a former academic, CEO and credit union industry executive to join its ranks.

Morgan Stanley: 580 Jobs May Be Cut In The NYC Offices

We're now learning 580 of those cuts will occur in New York City.

Wells Fargo Hires New Advisor Team in Maryland

Wells Fargo Advisors has hired a two-member financial advisor team from First Internet Securities Network in Bethesda, Md.

Raymond James Snares Advisors for New Mississippi Office

“Together these advisors represent over $500 million in assets under management and over $3 million in annual production,” added Tom Galvin, complex manager for the region.

UBS Hires former Citadel Securities trader

He most recently ran the loan trading desk at Citadel Securities

Ameriprise Snags Advisors With Almost $500M in Assets‎

Ameriprise Financial has snapped up two teams for its independent channel and two advisors for a branch in New Jersey.

US private bank expands Boston team

Prior to joining First Republic, Peterson worked for Wells Fargo Bank, most recently as Vice President and Branch Manager in Boston. He earned a Bachelor of Arts degree from Colorado College.

HSBC Bermuda executive joins Barclays

Based in New York, Ms Maloof will be responsible for developing and leading the regional strategy for the insurance sector.

JPMorgan Names new North America leveraged-Finance head

Ray Doody will remain head of leveraged finance for Europe, the Middle East and Africa, including high-yield bonds leveraged loans and restructuring, and Melissa Smith will move to London from New York to run EMEA investment-grade finance, according to th

Private Bank of California taps VP client services manager

Jesse joins the Bank's Century City headquarters with over 19 years of operational experience. In this new position, Jesse will focus on Cash Management, Product Upgrades and Operations as a whole at the Bank and will report directly to Marlon Osorto

Morgan Stanley to axe 1,600 jobs

Morgan Stanley will cut 1,600 jobs early next year as the bank grapples with an increasingly tough backdrop for Wall Street.

Credit Suisse hires head of North America rates

Peter brings more than two decades of experience in interest rate products, and is well known and respected in the industry.

Goldman Sachs names co-head of PE banking group

Mr. Lyon has worked at Goldman since 1990, and for much of that time has worked with the firm’s private equity clients.

Lazard appoints top official from Credit Suisse

Basu will remain in New York, where he was working for Credit Suisse, said Richard Creswell, a spokesman for Lazard in London.

Top Citi prime brokerage official exits the firm

Ian Maynard left the bank within in the last several weeks, Financial News reports.

Lazard hires energy investment banker

Renton plans to join Lazard in the new year, according to the people, who spoke on condition of anonymity because the matter is private.

BNY Mellon adds floor trader to wealth advisory team

Bruder was formerly director and vice president at Goldman Sachs where he managed main floor operations of designated primary market makers on the Chicago Board Options Exchange.

Chilton Trust taps official from Morgan Stanley

In addition, CPC has signed an agreement with MSSB through which Mr. Horan and his team will continue to provide fixed income management services to their existing MSSB clients as a sub-advisor on the MSSB Global Investment Services platform.

Brookfield Residential acquires PRERS

The addition of PRERS to Brookfield's existing residential real estate franchising and employee relocation services businesses establishes Brookfield as the world's second largest employee relocation services provider and the third largest resid

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