Managers of Wealth Americas

Alts Platform Gridline Hires First COO From CAIS

Fresh off a Series A funding round, Gridline is doubling down on scaling operations and infrastructure with the appointment of Chris Crawford.

Raymond James Appoints New COO for Private Client Group

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynasty.

First Horizon Bank: Director Appointment Strengthens Private Client Banking In New Orleans

In her new role, Moisio will help drive First Horizon’s private banking strategy in the New Orleans market, focusing on deepening client relationships and expanding tailored financial solutions for individuals and families with complex financial nee

Falcon Wealth Planning Appoints David Lynch as Managing Director

35-year industry veteran joins Falcon from Fidelity to scale disruptive ‘planning-first’ model and drive expansion through strategic partnerships.

Osaic Expands Technology Leadership with Appointment of Stacie Nabedrick

New role supports continued platform innovation and scalable growth across advisor network

J.P. Morgan Welcomes a New Banker and Managing Director

Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile

Hightower Appoints Roberto Stewart as President and Chief Business Officer

His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service.

Highvern and Permian appoints new head of funds Americas

“There is a clear opportunity to build on the strong platform in Cayman and further enhance the group’s offering for clients in the Americas,” she said.

Barclays Research appoints Sahana Athreya as Global Head of Data Science & Applied AI

In this role, Athreya will lead the firm’s data science, artificial intelligence and advanced analytics agenda across Research, as global investor demand for data‑driven analysis grows.

Citi's ex-Goldman Sachs global co-head of infrastructure is going

Citi insiders say Leyenaar Huntingford decided to leave.

UBS Announces Leadership Appointments, Reimagined Offices in the Southeast US

Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region at the conclusion of his notice period.

Francois Schramek Promoted to Partner at Manhattan West

Schramek leads a sizable wealth management practice, reflecting the strength and durability of his client relationships.

First Horizon Bank Welcomes Rite Moisio as Director of Private Client Banking for the New Orleans Market

Rite is a proven leader with a strong track record of serving clients and building high-performing teams

Newmark Hires Philip O'Bannon to Lead Infrastructure Capital Markets Business

In this role, O'Bannon will be responsible for expanding Newmark's advisory and capital raising capabilities across the full infrastructure investment spectrum

Wells Fargo FiNet Attracts $2.1B UBS Team

Touchstone Wealth Partners represents the fourth $1 billion-plus practice to affiliate with FiNet in 2026.

Ledyard Wealth Management names CIO

Sanctuary Wealth Welcomes OPT Wealth Management

Breakaway Advisor's Move Reflects Firm's Continued Momentum in Attracting Elite Advisors Wanting Greater Flexibility, Ownership and Control Over Their Businesses

Francois Schramek Promoted to Partner at Manhattan West

Since joining the firm, Schramek has established himself as a trusted advisor to UHNW individuals and family office investors around the world.

Airwallex Taps Carolyn Renzin to Lead Global Regulatory and Compliance Efforts

The company plans to raise compliance spending this year as it scales regulated operations across multiple markets.

Compound Hires Wealth Head from Focus; Perigon Names HR Chief

Also, Rossby Financial hires a business development and advisor transition lead, and Ascensus snags a new president of retirement from Empower.

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