Managers of Wealth Americas

Americana Partners Taps Matthew Nussbaum to Join Beverly Hills Office

Houston-Based Firm Welcomes Matthew Nussbaum, Director and Private Wealth Advisor with over $360MM in Assets

Sun Life Adds Veteran Asset Management Leader Marcia Moffat to Board

Moffat’s three-decade career includes senior leadership roles at BlackRock Asset Management Canada and Royal Bank of Canada, as well as experience as a corporate securities lawyer in New York and Paris.

Paul Hastings Welcomes Leading Securities Litigators in San Francisco and New York

Paul Hastings offers that platform, and I am thrilled to contribute my trial experience and government insight to help clients navigate their most critical regulatory and litigation challenges.

Diebold Nixdorf names Andy Zosel as chief product and technology offficer

Zosel brings nearly 30 years of global technology, product development and strategic marketing leadership to the company

Evercore Wealth Management Promotes Sean Brady to Partner

Mr. Brady works with senior executives, private equity principals and families, delivering integrated strategic wealth planning and fiduciary services.

Key Private Bank Expands Capital Region Team with Two Experienced Wealth Management Professionals

Both will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.

Broadridge Appoints Allen Weinberg as Chief Growth and Strategy Officer

He will also help identify and evaluate new markets and product opportunities, ensuring the company’s strategy remains aligned with the industry’s rapidly changing landscape.

New hires help Mosaic build out finpro lines

Both product classes serve rising demand from banks, asset managers, insurers, private funds, fintech and professional services firms.

MeMe McNairy-Glenn Appointed Managing Director, National Strategic Growth at Cresset

Her focus will be on building enduring relationships, strengthening the Cresset community.

Citi names Cury new Brazil chief to replace Marangon

Marangon will move to New York to take on his new role, reporting to Vis Raghavan, the former JPMorgan Chase & Co. executive who’s reorganizing that operation.

Advisor moves: Raymond James lands $800M New York team, Farther adds $185M team in Georgia

Recruiting activity continues as firms target experienced teams and tech platforms.

Pismo names Leonardo Collado general manager

He succeeds Vishal Dalal, who has served as General Manager of Pismo since 2021 and has decided to leave Visa to pursue an entrepreneurial opportunity.

Hedge fund Brevan Howard suffered the departure of its head of quant analysis

Brevan Howard, the multistrategy hedge fund that's been hiking graduate pay and hiring-in inflation traders has also been losing technologists and now quants.

Wealth.com Appoints Nationally Recognized Trusts and Estates Attorney as Head of Private Wealth

Strategic hire strengthens platform’s legal foundation as estate and tax complexity accelerates

J.P. Morgan Asset Management Bolsters Commitment to Private Wealth Alternatives with Senior Hires

Stephanie Davis joins as Head of Private Wealth Alternatives from Hamilton Lane Sean Flynn tapped as Private Wealth Alternatives National Manager

Simmons Bank Promotes Laura Condley to Lead Private Banking in Texas, Oklahoma

She has played a key role in strengthening our private banking presence, and I'm confident she will continue to drive meaningful growth across Oklahoma and Texas.

Women-Led Financial Planning Department Joins Osaic from Commonwealth

Led by financial advisor Heather Hackett, team brings $352 million in client assets to Osaic’s wealth management platform

Alliant hires veteran advisor to bolster private client division

The race for advisors who understand the complexity is on

Pacific Asset Management strengthens North American equities with John Feeley appointment

Prior to this, he spent six years as a portfolio manager and five years as an analyst at the firm.

Latin American BNPL giant Kueski appoints Pablo Baragiola VP, fraud

The appointment reflects Kueski’s continued focus on strengthening core platform capabilities as it scales one of the most widely used digital financial ecosystems in Mexico.

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