Managers of Wealth Americas

Nicola Wealth Announces Key Executive Leadership Appointments

This change positions Nicola Wealth for long-term stability and consistency while positioning the firm for the next phase of growth under its next generation of leadership.

Jim Dickson's Elevation Point Hires Dynasty Exec as New COO

Caitlin Douglas, former managing director of transition services and co-head of service at Dynasty Financial Partners, has joined Jim Dickson's new firm to lead operations and service.

Karl Mattson named Endor Labs’ first chief information security officer

Before his switch to the software security sector, Mattson held several leadership roles in the financial services industry, most notably for PennyMac Financial Services and City National Bank.

LPL Financial Onboards $150 Million GreenPoint Wealth Management Team

They specialize in developing innovative strategies to help their clients meet their retirement planning objectives and use robust financial education to encourage their clients to better understand their financial portfolios.

Dynasty Financial Partners Positions Itself for Next Chapter of Growth

Hires Marc Hineman as Chief Operating Officer; Creates New Roles of Chief Growth Officer and Head of Core Services

Financial Services Institute Honors AE Wealth Management's Shawn Scholz with Prestigious Advocacy Award

We congratulate Shawn on this achievement and applaud his commitment to FSI's mission and the independent financial services industry

Gabriel Simkin Joins CV Advisors as Associate Portfolio Manager and Investment Committee Observer

New Appointment Builds on CV Advisors’ Strategic Initiatives to Provide Institutions and Ultra-High-Net-Worth Clients with a High-Touch Single-Family Office Service Platform at Scale

Northern Trust Asset Management Appoints Head of Global Institutional Client Group

Lyenda will lead the strategic direction and commercial success of NTAM’s institutional businesses in the Americas, Europe, and the Middle East (EMEA), and Asia-Pacific (APAC) regions.

Leading Global Aviation Lawyer Paul Jebely Joins Sterlington as Partner and Vice Chair, International

Jebely’s previous law firm roles include serving as a global head of aviation, marine and private wealth practices at leading international law firms.

Patrick Brennan joins Selective Insurance as CFO

Brennan brings nearly two decades of insurance industry and public company executive experience.

Bank of Montreal's US wealth management head to retire

Kennedy, in her most recent role, acted as the chief executive of the Canadian lender's U.S. wealth management unit.

Whittier Trust Elevates Dean Byrne to Executive Vice President

Strategic Leadership and Commitment to Client-Centric Excellence Drive Dean Byrne's Promotion to Executive Leadership at Whittier Trust

Fieldpoint Private Announces Banking Team Expansion

The bank serves entrepreneurs, families, businesses and institutions directly, as well as through partnerships with Registered Independent Advisors (RIAs) and other independent financial advisory firms.

London & Capital appoints Executive Director

Nicole brings over 20 years of experience working with HNW US expats and their families.

JPMorgan Chase sets up new role to oversee employee 'wellbeing' amid overwork concerns

Bank appoints long-time employee Ryland McClendon to 'support success' of associates

Citi appoints global head of middle and performance

Citi recently announced an ambition to capture market share with asset managers as it drives growth in securities services

Berkshire Residential Investments Expands Equity Portfolio Management Team

Steve will report to John Lamb, Partner and Head of Portfolio Management.

Leading Global Aviation Lawyer Paul Jebely Joins Sterlington as Partner and Vice Chair, International

Most recently named "Aviation Trailblazer of the Year," Jebely’s long list of accolades also include "Private Aviation & Yacht Lawyer of the Year" and "Private Wealth Lawyer of the Year."

Brown Brothers Harriman Makes Strategic Hire in Philadelphia

Tom Spano joins BBH, bringing his expertise to clients across the mid-Atlantic region.

Joe Miller Joins Ballast Rock Private Wealth as a Wealth Advisor

With a background in high yield and distressed debt, Joe brings complementary experience to this alternative investment-focused firm

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