Managers of Wealth Americas

Goldman Sachs hired a Morgan Stanley executive director and promoted him to MD

As a junior, Cohen spent five years at boutique bank Torreya.

Canaccord Genuity elevates portfolio manager to Canadian wealth CIO

The incoming CIO takes the role less than three years after joining the firm

Michael Zalkind,founder of Zalkind Wealth Management, joins Raymond James as Managing Director.

His move to Raymond James reflects his commitment to providing clients with an expanded platform and the resources of one of the nation’s leading client-centric independent financial services firms.

Chubb Tempest Re announces leadership changes

James Wixtead, senior vice-president, Chubb Group and president, Chubb Tempest Re Group, has been named executive chairman.

Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

Nick Smith and Chris Tiano previously served as Directors with Lazard Wealth

MUFG Appoints Strappa as Head of Global Transaction Banking for the Americas

Valeria “Val” Strappa brings extensive experience in product innovation, commercial growth and large-scale business transformation, following earlier leadership roles at Citi, GE Capital and McKinsey.

Daniel Farley promoted at U.S. Bank Wealth Management

Previously, he was a commercial real estate professional at Dougherty Financial Group and chief financial officer with Master Development Services.

Rafael Pérez Appointed as Head of Business Development for Fund Services in the United States

Based in New York, Rafael brings more than 20 years of experience across the global funds industry, with a focus on business development, cross‑border fund structuring, and international distribution.

Chubb Tempest Re Announces Key Leadership Changes

James Wixtead Appointed Executive Chairman; Michael O'Donnell Named President

Farther adds veteran billion-dollar RIA chief as principal wealth advisor

Casey Bear brings $225M in client assets and 13 years as an RIA CEO to the platform.

Ally Financial Names Mark Mathewson Chief Information and Data Officer

Seasoned technology executive brings 25+ years of financial services expertise and a proven track record of building and scaling high-performing organizations

William Blair Hires Head of Biopharma Investment Banking, Based in New York

William Blair’s global Healthcare investment banking team is world renowned and highly respected, and the firm’s momentum in biopharma shows a deep understanding of the innovations and leaders shaping the sector

HarbourVest appoints MD & COO of global private wealth

He joins HarbourVest from Morgan Stanley Investment Management, where he served as managing director and COO for the U.S. Intermediary Distribution business.

BCTS Appoints Scott Harrison as Chief Executive Officer

Scott Harrison Brings More than 35 Years’ Experience Leading Industrial and Critical Services Companies

Regions Bank Names Thom Smith as Private Wealth Regional Executive for Georgia and the Carolinas

Veteran wealth management executive to lead growth and advisory services for high-net-worth clients across growing markets in the Southeast.

Aztec Group appoints Melissa Ferraz as Chief Commercial Officer

Melissa joins Aztec from BlackRock, where she held senior Managing Director roles across its private markets and technology businesses.

Prediction market Kalshi hires risk chief Udesh Jha from CME Group

Jha previously spent 16 years at derivatives exchange CME Group, most recently serving as managing director and head of post-trade services.

Regions Bank Names Thom Smith as Private Wealth Regional Executive for Georgia

Smith’s move to Regions Bank is part of the company’s strategy for building more Private Wealth Management growth and consistently strengthening client service.

Modera Wealth Management Hires Two New Chiefs to Lead Investments and Operations

Gaurav Mallik joins as CIO and Shelly Kapoor named COO as the RIA adds two industry veterans to aid expansion of investment and technology platforms

Family Office Partners Expands into Houston with Addition of Patrick Keller and Andrew C. Keller

The expansion strengthens Family Office Partners’ integrated family office model in a key growth market for entrepreneurial and ultra-high-net-worth families.

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