Managers of Wealth Americas

$4.1bn Avior Wealth Management pursuing capital raise

The Omaha, Neb.-based RIA is looking to take on a minority non-voting investor, chief executive Britt Campbell told Citywire.

Pierre Osterrath Appointed Chief Country Officer for Societe Generale Canada

Pierre Osterrath will replace Francis Repka, who is retiring from Societe Generale after a nearly 40-year career in banking.

BNY Mellon Wealth Management Appoints Sinead Colton-Grant as Chief Investment Officer

Colton-Grant will succeed Leo Grohowski who retires at the end of the year; Chris Vella to lead Investor Solutions

Apex Group boosts regulatory consulting service with enhanced team

She spent 14 years with the Malta Financial Services Authority

American Bank Welcomes Jon Morgan to Austin Team

Jon’s background as an advisor and leader in commercial banking will be a tremendous asset to our clients

Cantor Fitzgerald continues to expand its Technology Investment Banking team with nine senior hires

Cantor has been actively expanding its Technology Investment Banking group in New York, San Francisco, and London

Former CAIS CMO Abby Salameh Joins RFG Advisory

Salameh, the Wealthies' CMO of the Year in 2023, will serve as chief growth officer at the hybrid RIA platform.

Grant Thornton bolsters its Asset Management practice with new Philadelphia principal

Scarpa joins Grant Thornton as a Tax principal

Merrill Private Wealth Management chief to lead Citi Private Bank North America

Citibank incumbent is retiring after 22 years with the firm.

Easterly Asset Management Appoints BlackRock’s Head of Sales

Michael Collins will transition to Easterly’s Head of Business Development

RFG Advisory Bolsters Executive Roster by Adding Abby Salameh and Two Tenured Leaders

Salameh, Brendan Frazier and Kenneth Kim will accelerate growth, evolution of award-winning RIA

Visa names Michiel Wielhouwer country manager, Canada

Wielhouwer joins Visa Canada at a time of growth and opportunity as the company establishes new secure ways to pay, driven by its innovation and fintech strategy.

Sanctuary Wealth welcomes its partner firms’ network

A senior financial adviser in North Carolina sought technology and investment reforms for her company and clients.

Foundation Source appoints wealth management innovator and fintech pioneer Mark Casady to its Board of Directors

Casady brings decades of diverse experience in the financial services industry, spanning asset management, brokerage, and banking

Howden Tiger appoints new Head of Operations, Brazil

Bringing over 25 years of invaluable experience in the insurance and reinsurance sector, Souza has worked at esteemed companies

Osaic Welcomes Sturkie Wealth Management Group

Founder Stephen Sturkie and His Team Bring More Than $240 Million in Client Assets to Osaic from LPL Financial

Morgan Stanley Miami advisor exits for LatAm wealth shop

Francisco Rubio has been at Morgan Stanley for two years and is the latest in a long line of advisor exits from the wirehouse.

Northern Trust Appoints Dotti Reeder Market President for Dallas-Fort Worth

She joins a team providing best-in-class investment management, trust, banking and advisory based solutions.

Vantage Group CFO to join California’s NMI Holdings

NMI Holdings is the parent company of National Mortgage Insurance Corporation, a US-based, private mortgage insurance company.

Baker McKenzie Adds Seasoned International Tax Lawyer in Chicago

Rob joins Baker McKenzie as a highly regarded international tax attorney

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