Managers of Wealth Americas

JPMorgan creates new asset management unit, reshuffles leadership

The new unit, called Asset Management Solutions, will be run by Seth Bernstein, former head of JPMorgan's global fixed income and currency business.

Graham-Pelton Establishes Private Client Group

hese forces include shifting generational giving trends, technology advances, as well as change management challenges and specialized talent development needs.

Citizens Business Bank Names New Head of CitizensTrust

He brings over 30 years of financial services industry experience to this role

Former RBS exec appointed head U.S. High-Yield bond sales

Before joining RBS in November 2009, he worked at Morgan Stanley and Bank of America

BlackRock Fund Manager to Leave

The departure comes after The Wall Street Journal reported potential conflicts of interest between his family's private energy investments and the natural-resources portfolios he managed for BlackRock's clients.

Why US banking giant Wells Fargo is creating back-office jobs in India

Jobs in Wells Fargo’s technology, retirement division and other business lines could shift to India and the Philippines as part of a company wide review, said Bridget Braxton, a spokeswoman for Wells Fargo.

TD Wealth taps new head

Prior to joining TD, Williams served as Vice President for Dime Savings Bank and led the East Coast sales and marketing division for the company's subsidiary North American Mortgage Insurance.

US billionaire joins Bank of Ireland's board

He will succeed Pat Molloy as governor with effect from 29 June 2012.

Celtic Bank Names Brian Lawlor VP Business Development

Celtic Bank is highly pleased with this newest addition to their team of veteran Business Development officers.

Bank of America to cut 130 jobs in Hialeah in August

Bank of America said the Hialeah workers will lose their jobs in August, according to a notice filed with the state.

Raymond James hires Morgan Stanley broker team

Advisers Tom Ford and Jeff Jones, who managed $118 million in client assets, joined Raymond James' Peoria office from Morgan Stanley Smith Barney.

BNY Mellon Hires Director for Wealth Unit

He will lead BNY Mellon Wealth Management’s investment strategy committee, setting asset allocations and making investment recommendations for client portfolios, the New York-based company said today in a statement.

Bank of America plans to dismiss some executives

Bank of America Corp

Bessemer names new management as Hilton to retire

Bessemer Trust, one of the largest wealth managers to the super-rich, is passing the torch to a new generation of management as long-time Chief Executive and President John Hilton prepares to retire at the end of this year. Bessemer Trust, one of the larg

Reps leaving MSSB blame new platform

Data compiled by InvestmentNews on adviser movement within the industry show a significant increase in the number of advisers leaving MSSB so far this year.

Peapack-Gladstone Bank expands wealth management team

He joins PGB Trust & Investments from U.S. Trust, Bank of America Private Wealth Management where she served as vice president and trust officer.

BofA Hires Vice Chairman in Health-Care Investment Banking

McCarthy was previously co-head of the same unit at J.P. Morgan and at Lehman Brothers.

Baird Appoints To Consumer Investment Banking Team

The addition of Rosenfeld marks Baird’s continued growth and expansion in the Consumer sector. Baird recently added two other senior investment bankers, Jason Abt, Managing Director, and Chris Harned, Managing Director, each of whom have extensive C

Old Second Bank Enhances Wealth Management Group

In this role, Runnberg will be an advisor to high-net worth individuals and families. She will assemble professionals to deliver those clients custom wealth management solutions such as investment advisory and management, trust and estate services, and fi

Hoffman Estates resident named vice president of Citi Private Bank

In the new role, Sak will be part of the bank's Chicago office, serving as a private banker in addition to his role as vice president.

People Moves