Managers of Wealth Americas

Financial Gravity Welcomes New Family Office Director Loren James Grabau

Loren began his financial career nearly 20 years ago in Houston, Texas

SlateStone Wealth Appoints Investment Vet Erin Gibbs as Chief Equity Strategist

Before joining SlateStone, Gibbs served as Chief Investment Officer at Main Street Asset Management

Citi hires bankers for private credit in North America, tech in Europe

Aashish Dhakad will start in October in New York as head of private credit origination for North America as part of Citi’s $25 billion push into private credit with Apollo Global Management.

Alto Hires Executives from J.P. Morgan Wealth Management and Securitize to Support Next Phase of Growth

Strategic hires come as a shifting regulatory landscape is set to significantly expand private market access for retail investors.

Meanwhile Appoints Michael Grob as Head of International Distribution to Accelerate Global Growth

This latest leadership addition reflects the startup’s ongoing commitment to scaling its impact and capabilities.

Citi hires bankers for private credit in North America, tech in Europe

Nayyar most recently served as JPMorgan Chase's head of EMEA fintech and payments coverage investment banking.

JPMorgan's new head of talent transformation suggests a rise in 'Moneyball' promotions

Horn also said that data analysis makes it easier to distinguish intermediates from experts from masters for specific skills.

SEI Appoints Robert Hum to Lead Investment Product Development and Activation

New Team Reinforces Strategic Focus on Investing in Talent and Enhancing Solutions to Drive Growth

Citizens Financial Group Names Aunoy Banerjee of Barclays as Chief Financial Officer

He will serve on the company’s Executive Committee and report to Chairman and CEO Bruce Van Saun.

Guidepost Solutions Hires Key Experts with Significant Government Experience

Their varied backgrounds include extensive experience at the Department of Justice (DOJ), Immigration and Customs Enforcement (ICE), and the US Drug Enforcement Administration (DEA).

Citigroup names new co-head of mergers and acquisitions from JPMorgan

Guillermo Baygual will work alongside Drago Rajkovic, another ex-JPMorgan executive who joined Citigroup in June, an internal memo said.

New CEO of Blank Family Office has been named

She will also play a key role in helping Arthur Blank ensure his trustees are fully informed and engaged in all our businesses so they can be an efficient, well-functioning board that provides excellent vision and leadership well into the future.

Russell Leans into Retail, RIA Investment Channels with Leadership Moves

Russell Investments is looking to bolster its retail investor channel and RIA presence via internal leader reshuffling and an alternative product expert hire from State Street.

Chubb Announces Key Leadership Appointments in Surety's Global and North America Businesses

In this new role, Steve will have executive operating responsibilities for strategy, underwriting, and Profit and Loss (P&L) across Chubb's Global Surety business.

Whittier Trust Promotes Jesse Ostroff and Patrick Coyle to Vice President

Whittier Trust Strengthens a Culture of Excellence Through Internal Advancement

Guggenheim Securities Hires Joel Fishbein to Expand Technology Investment Banking Practice

Mr. Fishbein will join Guggenheim with approximately 25 years of experience in equity research

Thread Bancorp, Inc. Welcomes Marty Miracle as Chief Digital Officer

Banking industry veteran brings deep expertise in Fintech, AI, and Banking Technology

Raymond James Fires NC Broker Charged With Assaulting Colleague

Brannock, who did not have a lawyer listed as representing him in the pending criminal case, did not respond to a request for comment sent to his LinkedIn account.

Lisa Castro Joins Family Office Resource Group as President of Family Office Services Amid Broader Leadership Expansion

This next phase of leadership signals a new era for the firm

UBS Appoints Deanne Steele and George Towers III as Market Directors in San Diego Region

DeAnne Steele will lead the Carmel Valley and Rancho Bernardo offices, and George Towers III will lead the La Jolla and Downtown San Diego offices.

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