Managers of Wealth Americas

Wells Fargo Appoints David Julian Chief Auditor

Julian joined the company in 1997 and most recently served as Head of Market & Institutional Risk, where he established the Corporate Market Risk function and provided leadership to the Counterparty and Country Risk Groups as well as the Credit Basel

Franklin Templeton expands its global capabilities

Casey received a B.S. degree from Washington and Lee University, an M.B.A. from the University of North Carolina, Chapel Hill and a master's of management degree from the University of Dallas.

Optima founder assumes role of CIO

Fabio Savoldelli will be leaving to pursue other interests. Mr. Boardman will remain as the Managing Member of Optima and will lead the Asset Allocation and Portfolio Management Committees.

Boston wealth management firm taps new president

She was most recently a Managing Director at Athena Capital Advisors, a Boston-area investment advisory firm

Wall Street bank APAC equities financing head leaves

The Wall Street bank has replaced Canniffe with Richard Boseley, head of Asia-Pacific equity sales, who has assumed the additional responsibility, the memo and sources said.

PineBridge’s CEO steps down

He spent seven and a half years as CEO of the Asia-Pacific region for BNY Mellon Asset Management

PrivateBancorp names president of personal client services

He holds a bachelor's degree in finance from the University of Illinois Urbana-Champaign. He is a member of the Board of Directors of the Illinois Bankers Association, the Brain Research Foundation's Associate Board and the Rehabilitation Instit

U.S. Bank names market president for Chicago

She replaces Lynn Rosinsky, who has left U.S. Bank.

KPMG Adds to Alternative Funds Team

Holmes has been named Managing Director, Market Development for Alternative Investments.

RBC Dexia snaps up top HSBC SS salesman‎

He succeeds Alex Muto, who is appointed to a new role as Head of Enterprise Transformation.

Raymond James Hires Veteran Merrill Lynch Advisor Team

Raymond James has snagged a four-member financial advisor team with $853 million in client assets from Merrill Lynch.

Fiduciary Trust rolls out key hires

Fowler previously served on the Fiduciary Trust Board from 1993 until 2006 when he joined the firm as a full-time employee responsible for business development.

Hogan Lovells to enter Brazilian market with Rio de Janeiro launch

The decision was announced to partners earlier this month, with former co-chair Claudette Christian - currently based out of Washington DC - set to launch the new office.

Wells Fargo hires JPMorgan energy investment banker

Fornell, 56, joins as a vice chairman and will focus on power and pipeline companies, San Francisco-based Wells Fargo said today in a statement. He was most recently a vice chairman at JPMorgan, where he worked since 1999.

Janney taps new executive from Merrill Lynch

Sargent, who previously was associated with Merrill Lynch for nearly 20 years, will be accompanied in his move to Janney by Christine Lindsay, senior private client assistant. He joins the firm with $250 million in client assets.

GETCO names new CEO

As CEO, Coleman will focus on enhancing the firm’s core market-making business and continuing to expand the firm’s client services offerings in the U.S. and abroad.

Neuberger Berman Trust appoints new President

She joined Neuberger Berman in 1998 and has over 25 years of legal and business experience in estate and financial planning.

Watch Out! Ten Interview Questions Designed To Trick You

Do you know how to read the subtext?

New Head of North America for BNP Paribas Securities Services

She joins BNP Paribas from JPMorgan, where she was most recently a managing director in charge of the US bank’s American Depository Receipts business.

CEO of Deutsche Bank Americas steps down

A successor will be identified in due course.

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