Managers of Wealth Americas

SVB Financial Parts Ways with Private Wealth Head DeChellis

The reason was not immediately clear, but the source said it may have followed questions about his trades in corporate stock.

Apollo expands into construction physical damage cover

This is another positive move for Apollo as we continue to diversify our group wide offering to achieve our ongoing strategy of profitable growth.

SiriusPoint hires former MD as new CFO

Yendall was most recently managing director at Guy Carpenter, Canada and North America.

KoinWorks Appoints Global Banking Expert as Chief Financial Officer

Frank Van Deur joins KoinWorks to provide financial access to over 2 million MSMEs

Synovus Announces Recent Hires and Key Leaders in Corporate & Investment Banking Group

These new leaders will strategically grow client relationships through deeper industry expertise and broader corporate finance and advisory capabilities.

Financial Advisors Howard Woo and Luke Schell join UBS Wealth Management in Irvine

Howard and Luke are valuable additions to our Irvine office, adding experience, integrity, and collaboration to our existing strong culture of success.

Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors

Former Envestnet and Pershing Executive and Board Member of Cetera, Orion, Cerity Partners and Vestwell Joins Forces with Docupace to Support Continued Robust Growth

Dan Hayes Joins Argos Wealth Advisors

In this role, Hayes leads a team responsible for providing clients with proactive, highly personalized advice across investment management, wealth planning and financial services.

TD Bank Names Chief Operating Officer

Boyle will be responsible for scaling the bank’s operations to support its growth priorities

Journey Strategic Wealth Welcomes Three New Financial Advisory Teams

Onboarding these diverse advisory teams enables Journey to reach a 50/50 sp

Barclays Appoints Co-Head of North American Banks in Financial Institutions Group (FIG) Investment Banking

Prior to his CFO role, Mr. Burke was Head of U.S. Depository Investment Banking at RBC Capital Markets.

Guggenheim Securities Hires Alexander Burpee to Expand Energy Investment Banking Practice

Mr. Burpee joins Guggenheim from Citigroup, where he most recently served as a Director in the North America Upstream Investment Banking team.

Citi Private Bank appoints new LatAm lending boss

He has more than 24 years’ industry experience, beginning his career in finance with US Bank, where he stayed for six years and joined initially as a trust officer

Pantheon expands global private wealth platform with key hires in Europe and US

Seasoned professionals enhance capacity to meet increasing investor demand across Pantheon’s growing suite of private wealth investment vehicles

State Street Appoints New Global Chief Compliance Officer

Yvette Hollingsworth Clark brings financial services expertise and extensive compliance and risk management experience

$215 million advisor team joins UBS in New York City

They join UBS’s New York City Central Wealth Management Market, which is led by Dan Shepler, and will be based in the firm’s 299 Park Avenue office, managed by Elizabeth Sieghardt.

MAI Capital Management Adds New Advisor in Florida Market

J.D. Loden joins as Senior Wealth Advisor and strengthens the firm’s presence in the southeast

Financial Harvest Wealth Advisors Announces the Addition of Operations Specialist

Before joining Financial Harvest Wealth Advisors, Alex served clients in the banking industry as a Commercial Underwriter and Relationship Manager

Signature Bank Expands Into Nevada With Appointment of Bankers and Opening of Reno Private Client Banking Office

Further Expansion of West Coast Operations Brings Total California and Nevada Banking Teams to 35, Led by 56 Bankers

Private Wealth Advisor Ben Flaim Joins UBS in Boston

He joins the UBS Northeast Private Wealth market, managed by Julie Fox, and reports to Boston PWM Complex Director Maxwell Bardeen.

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