Managers of Wealth Americas

Kestra Financial names Kelly Apple as head of wealth management

Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.

Kestra Financial Hires Wealth Management Head from BlackRock

Kestra Financial President John Amore took more than a year to find his replacement—someone who could oversee investment, planning and advice while also “moving the ball forward.”

Synchrony appoints Nimrod Barak as chief AI officer

In line with its AI strategy, Synchrony has also partnered with OpenAI to integrate financing, rewards, and loyalty services into ChatGPT.

KPMG Names Jason LaRue Next Talent & Culture Leader

He succeeds Sandy Torchia, who will be retiring from the firm on Sept. 30.

Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America

His focus will include advising clients on bespoke equity and debt financings, capital structure advisory and solutions, and private capital distribution.

Advisor moves: Veteran teams with $580M in assets leave Wells Fargo

The experienced advisory teams join Ameriprise and Janney as the race for experienced talent continues.

Citigroup names Adam Clark wealth planning head after JP Morgan departure

Clark will report to Keith Glenfield, Citi Wealth's investment solutions head.

Industry moves: BMO Private Wealth adds advisors, talent

Plus, CIBC promotes Mark Mulroney, and appointments at Scotiabank, National Bank and more

Glenmede Appoints Michael Novak as Relationship Manager, Wealth Advisory

Brings Extensive Fiduciary and Wealth Management Experience

City National Bank appoints two new leaders to expand Private Bank and Wealth Management capabilities and accelerate growth

Darcy Roennfeldt Joins as Head of Trust & Estate Services; Shannon Patterson Saltos Joins as Head of Private Bank, Eastern Region

Featured Mover: Sean Killen | Fulton Private Bank

He has been with Fulton for over 25 years in a variety of leadership roles for teams serving consumers and small businesses through the bank’s financial centers.

Jon Steele and Brendan Ryan Join Berenson & Company as Senior Managing Partners to Co-Lead the Firm’s Expansion

Veteran investment bankers have demonstrated track records as best-in-class dealmakers and franchise builders

Arden Trust Company Announces New President

Veteran trust and wealth management leader to guide Arden Trust's next chapter of growth and advisor-focused innovation

Fiduciary Trust Company Appoints Doris Meister as Chief Executive Officer

Leadership transition builds on a 140-year legacy of trusted client service

Prudential Advisors welcomes Ameriprise advisor to NJ Wealth Partners

Christopher Grella joins Prudential Advisors, continues trajectory of practice growth and enhanced client experience

M&T Bank appoints head of AI engineering

In his new role, Bedhu will be responsible for leading the engineering, platforms, architecture, and governance capabilities for AI innovation and adoption across the bank.

Christopher’s Haven Appoints Andrea Longo Carter to the Board of Directors

Andrea Longo Carter Brings Extensive Financial, Governance and Community Leadership Experience to Christopher’s Haven Board

Former Stanford Athlete Osiris St. Brown Joins RBC Wealth Management as Financial Advisor

St. Brown works alongside RBC Wealth Management advisors with more than 100 years of combined expertise, bringing a perspective rooted in firsthand experience and purpose-built for the clients he serves.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Previously, she was Private Wealth Management Market Leader at U.S. Bank and held multiple leadership roles at MUFG Union Bank.

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