Managers of Wealth Americas

CastleKeep Adds Industry Veteran as Partner

Mike is a frequent guest lecturer at the Freeman College of Management at Bucknell University & the Notre Dame Institute for Global Investing.

Credit Suisse appoints head of Swiss-based Central America desk

Raphael Kirschstein was appointed as head of Credit Suisse's investment desk focused on Central America.

Union Pacific CEO to step down as hedge fund presses for change

Soroban founder Eric Mandelblatt said in the letter new leadership could create significant shareholder value.

TIAA Taps New Executive to Head Wealth Distribution Unit

Earlier in her career, Latini held various roles at J.P. Morgan Chase and made American Banker’s list of the Most Powerful Women in Banking in 2021 and 2010.

Apollo Appoints Former U.S. Senator Patrick Toomey to Board of Directors

“After 18 years in the public sector, I am excited to bring my differentiated perspectives to the Board of Apollo, a firm that plays an important role in generating retirement income for millions of savers and providing capital for business growth.

Apollo Names Whitney Chatterjee General Counsel

Chatterjee to Assume Role of Chief Legal Officer in 2024

Chubb Introduces Chubb Climate+ and Announces Leadership Appointments for Global Climate Business Unit

Three executives have joined McMullin, Hardy and Margaret Peloso, Global Climate Officer, on the Chubb Climate+ leadership team.

Board Appointments and Changes to Board Committee membership

TBC PLC confirms that there are no additional details that are required to be disclosed under LR 9.6.13R of the Listing Rules of the Financial Conduct Authority.

UBS appoints Michael Mimick to lead Midwest Wealth Management Market

“Mike is dedicated to the Midwest Market and has been a driving force in growing our presence in this important region,”

Kingswood U.S. Announces Opening of Florida Corporate Office To House New Wealth Management Group

Expansion Strengthens Firm's Wealth Management Footprint in South Florida, with Kingswood Advisors Gaining Additional Access to Services

UBS appoints Michael Mimick to lead Midwest Wealth Management Market

Prior to his current role, he was responsible for leading the firm’s advisors in Nebraska, Kansas, Missouri and Oklahoma.

Merrill Private Wealth Management head to retire after leading Florida boom

"continue in his role through March 31 and help to finalize plans for his transition,"

Lazard Asset Management Appoints Global Head of Technology & Operations

“Larry brings a wealth of experience in the asset management industry as well as in technology and operational infrastructure,”

Chenery Compliance Group Announces the Hire of Three Additional Senior Professionals

Kimberly Radtke joins Chenery as a Regulatory Administrator and has over 20 years of experience in the financial services industry working for an investment adviser, FINRA and a broker dealer.

State Street Appoints Industry Veteran as New Global Head of Enhanced Custody

Taryn Siglain brings more than 15 years of financial services experience to State Street

Merrill Private Wealth Head Don Plaus to Retire

Plaus, who is 60 and also oversees Merrill Lynch’s international and institutional wealth groups, had led private wealth (formerly known as the Private Banking and Investment Group) since 2017.

Apex Group appoints new head for Dallas office

She was managing director at that firm, and has over 20 years of experience in private equity, real estate and the financial services industry.

Liberty Mutual expands financial lines team

Prior to joining Liberty Mutual, Larson led financial lines at CNA Financial and held several key roles at Chubb.

JPMorgan banker joins Blackstone to advise wealth fund investors

Stubbs joins from JPMorgan's private bank, where he was global head of thematic investing

TIAA Taps New Head Of Wealth Management Distribution

She has served as the bank’s country head of wealth and personal banking in Malaysia and as global transformation program director in London.

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