Managers of Wealth Americas

Dynasty Adds Two to Wealth Platform

The New York-based firm specializes in wealth management for independent investment advisory teams.

RBC Hires New Head of US Dollar Rates Trading From UBS

As head of U.S. dollar rates, Van Vredenburch will oversee the bank’s Treasurys and swaps businesses, which includes a team of eight traders.

Janney poaches Morgan Stanley official

The addition of Graham marks the 15th advisor to join Janney since the start of 2012, in what has been an active and successful year so far for the firm's recruiting efforts.

Credit Suisse names new heads of Americas utilities

Both bankers are based in New York and report to Osmar Abib and Jamie Welch, co-heads of the global energy group, the memo shows.

Bofa hires more than 70 small business bankers across Northern California

Small business bankers will consult with small business owners at their place of business and assess their deposit, credit and cash management needs.

E.F. Hutton reaches into alumni ranks for director

He begun his career in financial services at E.F. Hutton and went on to lead UBS Wealth Management Advisor Group Americas' financial advisory business.

Deutsche Bank strengthens equity research in North America

Ross Sandler will join in August as a Director covering the Internet sector in the US. Sandler joins from RBC Capital Markets, where he was a managing director covering US and international Internet and digital media sectors. Prior to RBC Capital Markets,

CB&T Private Client Services Adds Strength to Their Team

He also worked as a Private Wealth Manager with SunTrust for ten years

Wells Fargo Securities Expands Equity Research Coverage with Five New Senior Analysts

Maynard Um, managing director and senior analyst. Based in New York, Um joins Wells Fargo Securities as a managing director and senior analyst in the Equity Research department covering the IT Hardware sector.

BNY Mellon appoints top officials to key roles within outsourcing business

He has held two COO roles at large global asset managers and most recently was engaged as a consultant at Eagle, focusing on its outsourcing and insurance services initiatives for BNY Mellon.

BNY Mellon Strengthens Florida Wealth Management Team

BNY Mellon has bolstered its wealth management office in Tampa with the addition of two senior professionals to its staff.

Linscomb & Williams boosts wealth management team

Linscomb & Williams has announced the appointment of two Senior Financial Planners and one Financial Planning Administrator:

J.P. Morgan ousts prime brokerage head

News of the change was first reported by Bloomberg.

Gibraltar Private Bank makes high-profile appointment

Henriques joined the bank in February 2011 as Vice Chairman, President and Chief Operating Officer of the Coral Gables based company.

Wilmington Trust taps president for Florida market

Wilmington Trust opened its first Florida office in 1983 in Stuart. Wilmington Trust continued to grow its Wealth Advisory business in the Florida market and now has offices in Palm Beach, North Palm Beach, Stuart, and Vero Beach.

City National Bank expands wealth management team

He will specialize in equities, but will be involved in all types of investment management. He will report to Martha Henderson, head of the Entertainment Division at City National Bank.

Wells Fargo names head for ultra-wealthy business

He has been with the company since 2001

JPMorgan Appoints Senior Investment Banker

Mr. Walker, who previously spent 22 years working at JPMorgan before leaving the firm in 2001, will be based in New York and will start later this month.

Abbot Downing Names Investment Banking Veteran Head of Banking

He joined the Wells Fargo Portfolio Management Group in 2001 and was ultimately named managing director, where he led a team that manages a portfolio of complex transactions related to investment banking and traditional commercial lending.

HSBC appoints head of U.S. payments and cash management

He will be based in New York and jointly report to Steve Bottomley, Head of Commercial Banking, North America and Diane S. Reyes, Global Head of Payments and Cash Management.

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