Managers of Wealth Americas

Barclays Wealth appoints Regional Manager for Atlanta

He joins Barclays from Morgan Stanley Smith Barney, where he has worked for nearly two decades in wealth management.

UBS adds advisers with $2 bln in client assets

UBS's Americas wealth management group is the fourth-largest U.S. brokerage by client assets with $754 billion in assets under management and just under 7,000 advisers as of the end of December.

Northern Trust announces changes to West Coast leadership

Promotions support continued growth of wealth management and private banking businesses

Collas Crill appoints private client specialist with Middle Eastern expertise

The law firm is growing its fiduciary practice with the appointment of Angela Calnan, who has significant experience in advising on estate planning structures, particularly for entrepreneurial families in the Middle East.

Ex-Morgan Stanley CEO joins LendingClub board

Mack has had a long history on Wall Street. He joined Morgan Stanley's bond department in 1972. He rose through the ranks to become president of the investment bank in 1993.

Sikich Names New Managing Director

Prior to joining Sikich, Bob was a Managing Director at Kinsella Group, Inc., a Chicago based boutique investment bank, where he advised middle-market clients on buy and sell side transactions, as well as capital sourcing.

BNY Mellon Names Sales Director to Charitable Gifts Biz

BNY Mellon Wealth Management has named an expert in philanthropy and planned giving sales director of its Charitable Solutions Group.

Cantor Fitzgerald Expands Emerging Markets Business

They will jointly be responsible for the firm's Emerging Markets business managing the distribution, trading and structuring of fixed income securities from Latin American, Asia and CEEMEA to investors globally.

Itau Private Ban strengthens international team

He holds a B.A. from the University of Miami, an M.B.A. in International Management from the Thunderbird School of Global Management and speaks four languages: English, Spanish, French and Portuguese.

JPMorgan Adds Advisor-Based Business in Philadelphia

The new J.P. Morgan Securities office in Philadelphia will be led by John Borzi, a longtime Barclays Wealth veteran.

Cardinal hires senior portfolio manager

Cohen began his career in the financial services sector more than 25 years ago. Most recently, he worked as Director of Fixed Income Investments with consultant Fortigent, LLC, where he oversaw the development of the firm’s fixed income investment p

UBS’s Cremoux to Head Latin America Investment Banking

The biggest investment banks are pushing into emerging markets in Latin America and Asia as their economies expand.

Sentinel Trust adds senior vice president and senior relationship officer

Sentinel Trust Company, one the nation's leading boutique wealth management firms and multi-client family offices, welcomes Lissa Gangjee, J.D., CFP® to the firm as Senior Vice President, Senior Relationship Officer and member of the Executive Co

Brookfield appoints MD for its private funds group

Mr. Berlin brings over 20 years of real estate experience to Brookfield. Most recently, he was managing director and head of real estate fundraising at Alliance Bernstein.

Raymond James Creates New Leadership and Divisional Structure

The changes, which were first announced on Monday via an internal firm memo, come one week after Raymond James closed the Morgan Keegan deal for about $1.2 billion in cash.

Credit Suisse Hires Veteran Tech Banker From Merrill‎

He led the technology group at Merrill Lynch & Co. from 2006 to 2008, will start at the Zurich-based bank in July, according to an internal memo.

HSBC Hires JPMorgan’s Laidler to Head Research for Americas

Laidler, who will be based in New York and start in July, joined JPMorgan in 2007 after working at UBS AG in Santiago.

Spanish B-D Auriga Expands Sales Trading Roster

Auriga USA, a broker-dealer affiliate of Spain's Auriga Global Investors, Sociedad de Valores, has been building out its sales trading effort over the last year.

Bernhardt Wealth expands investment team

Robinson joins Bernhardt Wealth Management from The Monitor Group, Inc. where he served as senior planner and previously, director of operations.

TAP Advisors names new vice chairman

TAP provides a full range of merger and acquisition advisory services, private financing solutions, and cross-border and international expertise to public and private companies worldwide.

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