Managers of Wealth Americas

Sonia Lugo Joins Peapack Private Bank & Trust

Sonia joins the Bank's commercial banking division as a Managing Group Director responsible for leading a team of relationship managers in support of the Bank's growth into Long Island.

Wealth Manager Joins Twenty Four Wealth

Kirpalani most recently co-managed more than $300 million in assets serving more than 330 clients at a Greenwich, Conn.-based wealth management firm.

Morgan Stanley’s job cuts begin in June and fall heaviest here. 2025 is about revenue growth without hiring

If you search for financial services redundancy notices, you can see exactly how the 2025 reduction in force is going to affect New York-based Morgan Stanley bankers, starting from June.

Ashton Thomas Private Wealth Welcomes New Team in San Francisco

Together, they will form the Speritas Private Wealth Team, with Mr. Millar as a Partner, Managing Director and Private Wealth Advisor, and Mr. Preziose as a Wealth Advisor.

Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham

He joins the firm from Merrill Lynch.

Henry Brandts-Giesen appointed global co-chair of Dentons’ Family Office and High Net Worth group

He is general counsel and strategic advisor to single and multi-family offices and family enterprises.

Citi Hires Merrill’s Meraz for Regional Role in California

Until August, Frank Consalo, Citi’s head of national sales, will oversee the California market, according to the memo.

Amplify appoints industry veteran Mark Fischer as first COO

Fischer's over 30-year career includes stints at JP Morgan Chase, State Street, and Charles Schwab.

Advisor moves: Ex-Focus wealth manager hops to Stratos affiliate, LPL welcomes former RBC advisor

A veteran with global roots strengthens Twenty Four Wealth's presence in Connecticut, while LPL's newest employee advisor comes with experience from the sports industry.

Canaccord Genuity expands Calgary office with senior investment advisor hire

Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move

Aviva appoints new chief claims officer

John Lally will take on the role on June 2

AWIM adds Head of International Wealth Management

Aisa Wealth & Investment Management (AWIM) has appointed Jez Bezant as Head of International Wealth Management

Twenty Four Wealth Welcomes Wealth Manager Chiraag Kirpalani

Kirpalani will be based at Twenty Four Wealth's Darien, CT headquarters at 320 Boston Post Road, Darien, CT 06820.

Bow River Capital Hires Investment Banking Veteran as Eecutive Chairman

Mr. Hantho will join Bow River Capital's Executive Committee

Yung-Yu Ma Named Chief Investment Strategist of PNC Asset Management Group

Ma will be tasked with developing investment solutions for both individual and institutional clients.

Jenny K. Smith Named Senior Client Advisor at Wilmington Trust’s Los Angeles Office

Smith has nearly two decades of experience in the financial services industry

LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee

New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform

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