Managers of Wealth Americas

Wells Fargo & Co. Adds 12 Advisers

The local Wells Fargo operations lands a group of wealth advisers who add billions in assets to the institution.

Partners Capital makes three partner and four managing director promotions

The new Partners are John Beil, Sam Hufton, and Emmanuel Pitsilis, and the news MDs are Jeff McDonnell, Olivia Newell, Alyssa (Lissie) Rau, and Jonny Richards.

Collaborative Capital Advisors Names Michael Moriarty Chief Investment Officer

Seasoned Investment Professional Brings Decades of Experience to Collaborative's Leadership Team

UBS Hires Financial Advisor Jeff Miller in Bellevue, WA

The Miller Group will be the latest addition to the UBS Pacific Northwest Market

Cetin Duransoy steps down as Raisin US CEO

Amid the leadership transition, Raisin US has also confirmed with FinTech Futures the appointment of former UBS executive Michael Blum as executive chairman of the regional division.

SEI Appoints Paul Lehman to Lead Bank Asset Management Distribution

Appointment Strengthens Commitment to Delivering Investment Solutions Built for Wealth Management Evolution

World Investment Advisors, JPMorgan Private Bank name senior hires

World hires former Osaic exec as new CFO to steer growth; JPMorgan recruits investment strategist from Bloomberg.

Wellington Management Appoints Alex Behm to Strengthen Secondaries Capabilities

Alex will oversee the development and management of the secondary investment capabilities for the firm’s Venture Growth Evergreen platform

Hightower Appoints Bob Lavigne as Chief Compliance Officer

Prior to joining Hightower, Lavigne served as Vice President and Chief Compliance Officer at Edelman Financial Engines.

Robertson leaves Barclays’ prime services in New York

Head of prime derivatives services unit departs after seven years with the bank for Carbon Point

Markel appoints Preeti Gureja as Chief Risk Officer, US & Bermuda

Gureja brings more than 20 years of industry experience

AllianceBernstein appoints Onur Erzan as President: key step in strategic transformation

AllianceBernstein names Onur Erzan as President, reinforcing leadership, innovation and global growth across asset management and private wealth.

Brighton Jones Promotes Melinda Torres to Chief Marketing Officer

Melinda joined Brighton Jones in March 2025

Morgan Lewis Deepens Private Client and Private Funds Tax Capabilities with Two-Partner Addition

Together, these additions advance the firm’s commitment to delivering integrated tax advice that benefits private clients, family offices, and investment managers across key financial centers and asset classes worldwide.

SEI Appoints Jeff Benfield as Chief Product Officer

Centralized Product Development Accelerates Enterprise Innovation and Delivery

Lockton Re appoints Robert Bisset CEO, North America

They take up their new posts February 1.

Choreo hires Edelman alum as wealth head

Erik Merkau is the third Edelman executive in the last year to decamp for Illinois-based Choreo.

Tokio Marine Highland hires Oral as COO

Previously, he was chief information officer at CNA for nine years and held senior positions at Bank of America and ABN AMRO.

Independent Wealth Management Firm, Sentinel Trust Company, LBA Announces the Promotion of Five Senior Officers

The company focuses on delivering personal attention to each family to meet their distinctive needs and complex challenges.

UBS Team With $660 Million Joins RBC in Los Angeles

They are joined by support staff Misty Escobedo, Bahraam Foroughi and Michael Lerian.

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