Managers of Wealth Americas

JPMorgan taps UBS alum to lead private banking in Tennessee

The appointment marks a full circle moment for the banking giant’s new hire as he raises the firm’s profile in Nashville.

JPMorgan Promotes Chuka Umunna to Co-lead Global ESG Investment Banking

Umunna joined J.P.Morgan in 2021

Bank appoints new head of Wealth Management Division

In his role, Kapusta will be responsible for managing the strategic direction and operations of the wealth management division

Elevation Point Adds Two UBS Execs as Founding Partners

Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.

Savvy Adds Six New Advisors, Pushing AUM Over $700M

Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business.

SEI Attracts New Executive Vice President

Financial Services Leader’s Diverse Experience to Bolster Strategic Growth

Fifth Third appoints executive for its Kansas City division

In order to begin its expansion into Kansas City, Fifth Third is employing a local female executive.

Two Highly Respected Wealth Management Veterans Join Elevation Point to Enhance Offering for Independence-Seeking Advisors

Firm Welcomes UBS Veterans to Leadership Ranks; Both Professionals First Met Founding Partner & CEO Jim Dickson During Tenures at Merrill Lynch

Goldman Sachs' top female strat is leaving. This might be why

Chryssikou's exit may also be related to Goldman's "rule of 60."

H.I.G. Capital Adds Whitney Ehrlich as New Head of Private Wealth Management

She will be responsible for capital raising activities and investor relations within intermediary and private wealth channels in the U.S., through the firm's strategies

Fiduciary Trust International Expands New York Office with Addition of Two Seasoned Portfolio Managers

Debjani and Peter bring decades of industry experience and a deep commitment to client success, aligning perfectly with our mission of delivering our best thinking through personalized wealth management advice and holistic portfolio construction.

Raymond James welcomes new VP of wealth management to Dublin office

Advisor previously managed more than $100 million at Edward Jones.

J.P. Morgan Asset Management Welcomes Josh Myerberg as Head of Real Estate Americas Portfolio Strategy

Myerberg Brings Expertise from Morgan Stanley to Accelerate J.P. Morgan's Real Estate Growth

Temenos strengthens commitment to SaaS and the US with key executive appointments

Isabelle Guis has joined as Chief Marketing Officer and member of the Executive Committee and Monty Bhatia as EVP of Global Alliances and Partner Ecosystem

Northern Trust Asset Management Names Head of Product Strategy

Jin will lead NTAM’s global product strategy organization with a focus on driving innovation, achieving scalable growth, and designing client-centric solutions.

SiriusPoint taps AXIS Capital for ceded reinsurance head

Gonzalez will join SiriusPoint on August 19.

Avantax Wealth Management Welcomes Noble Oak Financial

Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.

Adams Street appoints new global head of Wealth Management

The growing demand for alternative investments among high-net-worth individuals has been a key driver of acquisitions, partnerships and platform launches this year.

JPMorgan's new product MD just had an 'adult gap year' and is working remotely

Lawler was VP of product management for Target's digital team, creating and optimizing omnichannel shopping services.

Alpha Capital Family Office Recruits $3B UHNW Wealth Management Team

Former Citi Private Bank Wealth Management Team Embraces Independence of Denver-Based Outsourced Family Office

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