Managers of Wealth Americas

Former Manulife chief Roy Gori lands senior advisor role at KKR

Leader takes on new wealth and insurance strategy role at expanding global investment firm

9fin appoints ex-JPMorgan executive to drive AI partnerships

Practitioners are increasingly realising what we’ve long advocated: AI’s potential is only fully unlocked when it’s grounded in trusted, proprietary data. 9fin has both.”

Morgan Stanley hires Barclays' Emma Taylor to co-lead global internet banking, sources say

Emma Taylor’s Appointment and Industry Impact

Truist hires Shimna Sameer as head of Truist Wealth

Sameer to drive growth, investment in wealth management business

Goldman Sachs hired a Morgan Stanley executive director and promoted him to MD

As a junior, Cohen spent five years at boutique bank Torreya.

Canaccord Genuity elevates portfolio manager to Canadian wealth CIO

The incoming CIO takes the role less than three years after joining the firm

Michael Zalkind,founder of Zalkind Wealth Management, joins Raymond James as Managing Director.

His move to Raymond James reflects his commitment to providing clients with an expanded platform and the resources of one of the nation’s leading client-centric independent financial services firms.

Chubb Tempest Re announces leadership changes

James Wixtead, senior vice-president, Chubb Group and president, Chubb Tempest Re Group, has been named executive chairman.

Cresset Welcomes $1.1 Billion Advisory Team to New York and L.A. Offices

Nick Smith and Chris Tiano previously served as Directors with Lazard Wealth

MUFG Appoints Strappa as Head of Global Transaction Banking for the Americas

Valeria “Val” Strappa brings extensive experience in product innovation, commercial growth and large-scale business transformation, following earlier leadership roles at Citi, GE Capital and McKinsey.

Daniel Farley promoted at U.S. Bank Wealth Management

Previously, he was a commercial real estate professional at Dougherty Financial Group and chief financial officer with Master Development Services.

Rafael Pérez Appointed as Head of Business Development for Fund Services in the United States

Based in New York, Rafael brings more than 20 years of experience across the global funds industry, with a focus on business development, cross‑border fund structuring, and international distribution.

Chubb Tempest Re Announces Key Leadership Changes

James Wixtead Appointed Executive Chairman; Michael O'Donnell Named President

Farther adds veteran billion-dollar RIA chief as principal wealth advisor

Casey Bear brings $225M in client assets and 13 years as an RIA CEO to the platform.

Ally Financial Names Mark Mathewson Chief Information and Data Officer

Seasoned technology executive brings 25+ years of financial services expertise and a proven track record of building and scaling high-performing organizations

William Blair Hires Head of Biopharma Investment Banking, Based in New York

William Blair’s global Healthcare investment banking team is world renowned and highly respected, and the firm’s momentum in biopharma shows a deep understanding of the innovations and leaders shaping the sector

HarbourVest appoints MD & COO of global private wealth

He joins HarbourVest from Morgan Stanley Investment Management, where he served as managing director and COO for the U.S. Intermediary Distribution business.

BCTS Appoints Scott Harrison as Chief Executive Officer

Scott Harrison Brings More than 35 Years’ Experience Leading Industrial and Critical Services Companies

Regions Bank Names Thom Smith as Private Wealth Regional Executive for Georgia and the Carolinas

Veteran wealth management executive to lead growth and advisory services for high-net-worth clients across growing markets in the Southeast.

Aztec Group appoints Melissa Ferraz as Chief Commercial Officer

Melissa joins Aztec from BlackRock, where she held senior Managing Director roles across its private markets and technology businesses.

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