Managers of Wealth Americas

Goldman Sachs names former Dallas Fed chief Kaplan as vice chairman

The bank is replenishing its bench of heavy-hitters after recent high-profile departures including Stephanie Cohen

Richardson Wealth welcomes top female team to Halifax

Makes further progress towards goal of adding female advisors

JPMorgan Private Bank Names New South Region Head

He will work with Clinton Warren, who was named head of investment and advice for the South region last May

JPMAM ETF exec Bryon Lake to join Goldman Sachs Asset Management as a partner, source says

Bryon Lake will join GSAM this summer as a partner in a broad role

Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List

Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS

State Street Names Elizabeth Lynn to Global Head of Investor Relations

Bringing more than 20 years of investor relations and financial services experience to her new role

Eton Advisors Welcomes Industry Veteran Brian Hughes as New President

With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.

FNTC announces the appointment of Fiona Downing as CEO

He will take on the role of Executive Chairman with immediate effect and as at January 1 2025

Ascot promotes recent hire to head US excess casualty

Previously, Osborne managed the national excess casualty portfolio at Swiss Re corporate solutions.

Kayne Anderson Rudnick deepens San Francisco advisory bench

Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.

Piper Sandler Strengthens Technology Investment Banking with the Additions of Rob Freiman and Kegan Greene

Freiman and Greene will both focus on the financial technology sector.

Bank of Nova Scotia Hires Morgan Stanley Executive to Lead Global Banking

Scotiabank said Machen would be based in New York and Toronto

Merrill Lynch FA Bolts for RayJay

I joined Raymond James to provide advice and guidance to my client

Multiple Advisors Depart from JPMorgan

First Republic was a leading provider of private banking and wealth management solutions for high-net-worth clients

JPMorgan's new managing directors include someone who joined from Walmart in 2021

JPMorgan's new technology MDs include Arvind Reddy, the New York-based head of platform

Piper Sandler Strengthens Technology Investment Banking with the Additions of Rob Freiman and Kegan Greene

They bring a wealth of knowledge and relationships and will play a pivotal role in our continued efforts to provide world-class advisory services to our clients

Alpha Capital Family Offices: Tom Riley Hired To Lead Portfolio Management

He joins Alpha Capital Family Offices from Northern Trust, where he served for over a decade as a senior portfolio manager, overseeing $500+ million in assets for UHNW investors.

Citigroup made another major JPMorgan hire without anyone noticing

JPMorgan isn't commenting on the suspicious exits

Concurrent Shifts Into ‘Growth Mode’ with Four Industry Hires

Matthew Unger, who joined this week from Goldman Sachs, will also support organic growth

Wilmington Financial Firm Splits From Wells Fargo Wealth Brokerage Services

The firm was formed in 2019 with three Wells Fargo Advisors Wealth Brokerage Service advisors

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