Managers of Wealth Americas

RF Capital Announces CEO & CFO Succession Plan & Reports Second Quarter 2024 Results

Chief Financial Officer Tim Wilson has decided to depart in Q3 to become Chief Financial Officer

Mosaic aims to accelerate growth of specialty lines in North America

Joe is a trusted colleague and progressive industry leader

As Citadel Securities expands, people keep migrating from Goldman Sachs

Quite a few have previously worked for Goldman Sachs.

Richardson Wealth enhances digital strategies with new appointment

Marcus Chun steps in as head of Digital Strategies to drive Richardson Wealth's technological advancement

Tech leadership change at Wells Fargo sees Kerrins take up new Gen AI role

Kerrins will serve as the head of consumer technology and will lead a new Generative AI team

Welltower Announces Addition of Andrew Gundlach to Board of Directors

Mr. Gundlach has been a key figure at First Eagle Investment Management, where he has served on the board since 2004.

John Hancock Announces Portfolio Manager Change for Hedged Equity & Income Fund

Mr. Isch has been involved in the management of HEQ since 2012 and was named a portfolio manager in February 2019.

Financial Advisor Dan Chorney joins UBS in New York City

Dan brings more than two decades of experience advising successful individuals and families on their wealth management needs.

JPMorgan's top investment banking AI guy is leaving for a long summer vacation

The digital banking group is all about using AI and data science to help serve clients.

Hamilton Lane Forms Specialized Insurance Solutions Team

Appointments underscore the firm's commitment to meet the growing interest of insurers in bolstering portfolios through broadened exposure to private markets

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

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