Managers of Wealth Americas

Northern Trust Strengthens Atlanta Wealth Management Team

He will lead a team responsible for leveraging Northern Trust's investment, fiduciary and banking capabilities to address clients' wealth management needs

LPL’s Head of Wealth Management Departs

Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.

Wealth Enhancement Group Hires Former BlackRock Exec to Direct Investments

Jim Cahn is also moving into a new role, while Dan Stampf was brought in from Empower to head up a new products team.

State Street’s Research Team Announces Academic Partnership with Daniel Drezner of The Fletcher School, expanding Markets Research Capabilities in Arena of Geopolitical Risk

Mr. Drezner will partner with State Street Associates

SFAA appoints new president & CEO

“His hands-on experience will allow him to quickly engage on issues impacting the future of the surety and fidelity industry, particularly with key legislative, regulatory and procurement leaders,” continued Murray.

Peapack Private Announces New York City Expansion

Andrew holds a B.S.B.A. in Marketing from Bryant University in Rhode Island and an M.B.A. in Marketing Management

Frank Troise Joins Broadridge to Lead Trading and Connectivity Solutions Business

His appointment comes on the heels of recent Broadridge milestones, including the launch of its Futures and Options platform.

Citi hired Deutsche Bank's new EGB trader as it rebuilds its depleted team

Citi isn't the only bank whose EGB traders have left for hedge funds in the past year.

Capital Bank Welcomes Chief Information Officer

As CIO, Mr. Lindarev will partner with Capital Bank's CEO, Executive Management Team, and Board of Directors

Sanctuary Wealth Continues to Add Veteran Industry Executives to Leadership Team

Firm Taps Former Wells Fargo, UBS Executive Michael Goldfader to Lead West Coast Region and Michelle McIntyre as National Business Development Officer

JPMorgan picks new bosses in banking, capital markets after reshuffle

Dorothee Blessing and Jay Horine will become global co-heads of investment banking coverage.

Fiera Capital looks to expand private credit business in Japan with new hire

The Canadian asset manager has appointed CJ Morrell to the newly created role of managing director

SMArtX Advisory Solutions Expands Manager Marketplace With 31 New Strategies from Top Asset Managers

First Trust Advisors forges partnership and joins the SMArtX Platform

Houlihan Lokey Continues Expansion of Private Funds Advisory Capabilities With Senior Hires for U.S. Primary Practice

Team of Four Managing Directors, Led by Industry Veteran Tom Donovan, Join From Greenhill & Co. to Drive U.S. Primary Practice

Citi Private Bank Miami vet joins Santander as senior LatAm advisor

The 20-year industry veteran is joining another former Citi Private Bank colleague at the Spanish group.

Sumitomo Mitsui DS AM names Alex Barry as head of distribution, UK and Ireland

In his last role he was head of UK wholesale at Franklin Templeton

UBS brings in co-head of important investment banking division in the USA

Feige will work for UBS in San Francisco starting in July.

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

He joins an existing UBS Private Wealth advisor team, MLM Partners

Kingswood U.S. Accelerates Expansion of Successful In-house Investment Banking Group with Appointment of Four New Members

David Braccia, Braden Ferrari, Jacob Wilson and Evan Wynn Bring Impressive Talents And Expertise to Growing Business

Northern Trust Asset Management Names CIO of Global Fixed Income

Christian Roth Brings 30+ Years of Experience in Fixed Income Investment Management

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