Managers of Wealth Americas

SEI appoints Patrick Donegan as Philadelphia office head

Tarczewski will continue at SEI as a principal consultant supporting local clients.

Lazard Bolsters Global Industrials Practice by Adding Three New Managing Directors

These appointments further strengthen Lazard’s market-leading global Industrials franchise, which advises clients across diversified industrials, building products, chemicals, paper & packaging, transportation & logistics, industrial technol

Angeles Wealth names 30-year veteran as chief growth officer

Jonathan Cave brings decades of experience from CH Investment Partners, Merrill Lynch, and UBS to a newly created position at the high-net-worth RIA.

François Du Pasquier Joins UBS as Managing Director, Financial Advisor in Austin

He joins UBS from Citi Wealth, where he served as Managing Director and Head of Foreign Exchange and Commodities for North America.

Wells Fargo, Manulife John Hancock, Savant announce leadership appointments

Seasoned veterans positioned to drive growth in increasingly competitive industry.

Citigroup to replace CFO, reorganises retail and wealth divisions

CEO Jane Fraser called Mason "a steady hand, proven leader, and dear friend" in announcing his succession.

Citi Announces CFO Transition Plans and Changes to U.S. Personal Banking Business

Mark Mason to transition out of CFO role in March 2026 and become Executive Vice Chair and Senior Executive Advisor to the Chair/CEO

Mesirow Wealth Management Expansion Continues with Appointment of Nitay Laor as Director of Strategic Growth and Acquisitions

In this role, Nitay will lead efforts to execute both organic and inorganic growth strategies, including strategic partnerships, acquisitions and advisor recruitment.

Axa XL strengthens US client relationships with two senior appointments

She also brings legal expertise from her time as an attorney and adjunct professor, enhancing Axa XL's ability to navigate complex regulatory and contractual landscapes.

Tim Froehlich Named Head of Investment Products for Wells Fargo Wealth & Investment Management

He will define the roadmap, launch new solutions, and enhance existing programs to deliver a best-in-class experience.

Steven Goodell Joins Endeavor Private Wealth

Goodell brings more than $170 million in AUM to Endeavor after utilizing TradePMR’s transition model to seamlessly tuck-in

Citizens Snags $800M California Duo In Ongoing Wealth Push

Citizens continues to notch recruiting wins, particularly in Southern California, in an effort to bolster its private wealth and bank businesses.

Invent Hires Former Red Hat, Microsoft Executive As Chief AI Officer

Jim Zimmerman will deploy and manage Invent's AI strategy at scale.

PlainsCapital Bank Welcomes Kirt DeHaan as Senior Vice President, Wealth Management Market Manager for Dallas Region

He will be based at the Hilltop Plaza location in Dallas.

Osaic Adds Teams From Commonwealth, LPL With $809M in Assets

Osaic adds True Wealth Advisors, an Englewood, Colo.-based group with five advisors and $705 million in client assets, and Soundview Financial Group, a Tacoma, Wash.-based practice with about $104 million in assets.

Cresset Appoints Albert Leshinsky as Head of Corporate Development

“I’m thrilled to welcome Albert to Cresset,” said Jessica Malkin, Chief Growth Officer.

AllocateRite Appoints Matt Pollard as Chief Executive Officer to Accelerate Global Growth and AI Transformation in Wealth Management

Before joining AllocateRite, Pollard held senior executive roles at SS&C Technologies, Slalom Consulting, Forsythe Solutions, and IBM.

Truist introduces team covering middle-market private equity sponsors, family offices

Chris Jackson named head of Institutional Capital Group, complementing large-cap sponsor coverage

RBC Global Asset Management announces leadership transition: Stu Kedwell to be appointed as Global Chief Investment Officer

Dan Chornous to retire following storied 45-year career

Withers grows US Art and Advisory team with senior counsel Frank Lord

Frank joins Withers in New York after more than five years leading his own specialized art law practice.

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