Managers of Wealth Americas

Steward Partners Lands Biggest Breakaway Team to Date from UBS

An 11-person UBS team managing $2.4 billion has moved to Steward Partners’ Legacy Channel, adding offices in Florida and New York.

Security Federal Corporation promotes Philip Wahl to CEO

Wahl succeeds long-serving executive J. Chris Verenes, who is retiring after over two decades at the bank.

Provident Bank names new chief wealth officer

New Jersey bank appoints new chief wealth officer

On the Move: Wells Fargo Strengthens Commercial Banking Team in Orange County

Inland Empire markets, will work with existing and new middle market clients to support their growth objectives.

Julie Gallagher takes the helm at Richardson Wealth

New CEO has quickly ascended the ranks from mid-level compliance professional, bringing ‘future skill set’

UBS Strengthens Its International Platform in Florida with Two New Hires

The arrival of both executives reflects the growing strategic importance of Miami and Coral Gables as key hubs for the international wealth management industry

Payments and Fintech Leader Wade Fairey Joins AvidXchange as Chief Operating Officer

Veteran executive brings deep operational and payments expertise to accelerate AvidXchange's next phase of growth

Axis promotes Geller to head of wholesale financial lines in North America

In her new role, Geller will be responsible for developing and delivering the strategy for long-term profitable growth across Axis’s North American wholesale commercial and financial institutions business.

JIFFYAI Welcomes Wealth Management Leader Larry Roth to its Advisory Board

Industry leader and former CEO of two of the nation's largest wealth management firms brings strategic expertise to support JIFFYAI's growth and vision.

Citi Wealth Management Names New Chief Operating Officer

Nadiya Konstantynova Joins From McKinsey & Company To Lead Operations For Global Division

Provident Bank Names Annamaria Vitelli EVP, Chief Wealth Officer and President of Beacon Trust

Seasoned Wealth Management Executive to Lead Strategic Growth of Provident Bank’s Wealth Management Business

BBH Strengthens Texas Presence with Strategic Hire

Veteran energy banker Darrell Holley joins BBH’s Corporate Advisory and Banking team

Advisor360° Hires New CEO

Serial entrepreneur Milind Mehere has co-founded and run several successful technology companies, including YieldStreet, and Yodle and recently launched his own AI firm.

LPL Financial Welcomes Align Private Wealth

The team takes a goals-based, planning first approach, working closely with each client through ongoing conversations and proactive check-ins to ensure strategies remain aligned with evolving needs.

Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor

Ostroff will help to further build out Cresset's presence in the New York region

SoFi Technology Solutions appoints Kathleen Pierce-Gilmore as president

Pierce-Gilmore joins the bank's subsidiary as it announces that members can now buy, sell, hold and trade the SoFiUSD stablecoin on its national banking platform.

Callan Family Office Appoints George Burnette as Director of Philanthropic Consulting & Wealth

He will also work closely with nonprofit organizations, helping to align institutional missions with donor intent while supporting governance, planned giving, and fiscal stewardship initiatives.

Ella Curren joins UBS as Financial Advisor in New York City

She reports to Market Executive Kellie Brady and Market Director Demie Kommatas.

Lincoln Investment Appoints Kathy Leckey as CEO to Lead Independent Wealth Management Firm

Ed Forst transitions to Executive Chairman of the Board as Lincoln Investment reinforces its governance framework and national growth initiatives for independent financial professionals.

UBS Announces Leadership Appointments in the Southeast US Region

John Houlihan named Market Executive for the South Market

People Moves