Managers of Wealth Americas

Golden State Wealth Management proudly welcomes Ben Schulte, Founder of Omega Wealth Management, to its community of advisors

Ben, a seasoned wealth manager, is committed to providing tailored services to all clients.

NewEdge Wealth Welcomes Brian Nick to Investment Management Team

Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank

Fidelis Capital Welcomes Douglas Rothermich as Partner and Wealth Strategist

Rothermich oversaw all high-net-worth planning for TIAA and directly advised clients holding over $1 billion in assets; he brings three decades of experience serving ultra-high-net-worth clients and institutions to Fidelis Capital.

Veteran Wealth Management Executive Jeff Markham Joins Stifel to Bolster Growth and Expansion

He will be based in Dallas, Texas.

US tech unicorn Sigma hires first general counsel from San Francisco boutique

Ali Harmer moves back in house after four-and-a-half-year stint at Coda Law Group

Reynolds Asset Management appoints SVP to manage acquisitions

His experience has allowed him to help source, underwrite, negotiate and close on approximately $80 million of deal capitalization for the firm, and assist with some asset management needs.

Senior Fixed Income Portfolio Manager Joins Mesirow from Northern Trust Asset Management

Previously, Dan was a Senior Portfolio Manager at Northern Trust Asset Management

RBC Attracts $915M Team from Truist

The team moving to RBC also includes senior business associates

Northern Trust Asset Management Names Co-Head of Wealth Client Group

Previously, she was regional sales manager at Vanguard, client advisor at J.P. Morgan Asset Management, national sales manager and co-head of wealth management distribution at Merrill Lynch & Co. and a regional director at Goldman Sachs.

Callie Cox Joins Ritholtz Wealth Management As Chief Market Strategist

Fast-growing RIA adds Cox to lead client communications on investment strategy and market analysis

Morgan Stanley managed advisory banker exits

A private banker in the US lender’s managed advisory team in Singapore has left the company.

Evercore Wealth Management Names Paula Stumne Managing Director, Wealth and Fiduciary Advisor

Ms. Stumne is based in Minneapolis and works directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.

Morgan Stanley names new head of int’l wealth management in leadership shuffle

The wirehouse has made three senior appointments within its IWM and international banking divisions, Citywire can reveal.

Nuveen Appoints William Huffman as Chief Executive Officer

Mr. Huffman will chair the Nuveen Executive Leadership Team and serve as a member of TIAA’s Executive Committee.

Financial Harvest Wealth Advisors Expands with Two Key New Hires

Financial Harvest's dynamic growth is evidenced by individual accomplishments as well as team expansion.

CRC Group strengthens executive team

This team is tasked with enhancing support functions across CRC Group’s various business segments.

BofA Names Michael Garand as Worcester President

Garand has more than three decades of experience in financial services

Resolute Investment Managers Appoints Chief Executive Officer

Mr. Stumm brings more than 20 years of industry experience to the position, including 12 years with Resolute and American Beacon Advisors

Northern Trust Asset Management Names Head of Global ETFs and Funds

David Abner, Pioneer of the ETF Industry, to Oversee NTAM ETFs and Mutual Funds

Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Southeast

He provided thought leadership, education and insights on their investment and retirement assets.

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