Managers of Wealth Americas

Julius Baer announces senior hires as it continues to drive business growth in Brazil

Additionally, several Senior Relationship Managers and Relationship Managers have recently joined Julius Baer Brazil.

Mirova accelerates its global development with new strategic ambitions in the US

As part of this development plan, the American markets are key in raising assets under management for the global equities strategy, the expansion of impact investing, and the development of the private assets offer.

Arvest Wealth Management names new chief compliance officer

According to a news release, she has over 20 years of industry experience, previously working as chief compliance officer in wealth management for a regional bank in Louisiana.

Berkshire Bank Names Andrew Webb, Senior Vice President, Private Banking, Capital Region, NY

He will serve the greater Capital Region and surrounding areas in New York to provide flexible solutions, expert advice, and swift, concierge-level personal attention.

BlackRock’s $30bn head of multi-asset income investing to exit

The world’s largest money manager’s multi-asset strategies and solutions group will undergo a reshuffle in the coming months, with new co-heads appointed.

J.P. Morgan Appoints Alex Bell as Partner in Sustainable Growth Equity Team

Hire completes one of the most diverse leadership teams in growth equity industry

Steward Adds Third Breakaway to Pershing Platform

As its multicustodial strategy bears fruit, Steward Partners has recruited Ensign Wealth Partners from Wells Fargo Advisors Financial Network, bringing the firm's total assets with Pershing to over $1 billion.

New alternative markets director at Great American Insurance Group

Prior to joining Great American Insurance Group he was senior vice president and chief underwriting officer at SPARTA Insurance Company from October 2012 to April 2014.

Chaves to grow Everest Latin American business

Mr Chaves was recently the head of Property & Casualty for Chubb Mexico

Envestnet Appoints Three New Independent Directors to Board

Announces Cooperation Agreement with Impactive Capital

Citigroup appoints co-heads of European M&A team

Earlier in his career, he also served as a managing director at Goldman Sachs Group Inc.

MetLife Names New Global Chief Actuary

Boudreau worked at MetLife earlier in his career and re-joined the company in 2013.

Franklin Templeton Appoints James Andrus as Vice President of Sustainability Global Markets

New senior hire expands firm’s Global Stewardship and Sustainability Team

Bank of America’s Kevin Sherlock Exits for Senior Role at BMO

The bank has made senior hires across Wall Street in recent months including Sam Chaturvedi and Ryan Williams, both from Credit Suisse Group AG.

KKR Names Paula Campbell Roberts Chief Investment Strategist for Private Wealth

New role deepens KKR’s commitment to collaborating with private wealth firms and financial advisors and expanding individual investors’ access to its alternative investment strategies

Angeles Wealth Management Appoints Chief Operating Officer and Chief Compliance Officer

Lowndes brings over 25 years of integrated financial services experience to Angeles Wealth, specializing in developing technology, compliance, trading, and risk management solutions

Ballentine Partners Appoints Co-Chief Investment Officers

Together they will be responsible for all aspects of the Ballentine Partners investment strategy

SignatureFD Appoints Forbes & CNBC Behavioral Financial Columnist as New Chief Advisory Officer

Anchoring in these core pillars offers a level of transparency to wealth management

Sanctuary Wealth Welcomes Iterhic Wealth Advisors As Partner Firm

Next gen advisor from Morgan Stanley launches wealth management firm with $170 million in client assets and partners with Sanctuary to scale business for future growth

Joe Regan named CFO at MutualOne Bank in Framingham

Regan holds a master of business administration in finance and a bachelor of science in accounting

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