Managers of Wealth Americas

SF Fire Credit Union promotes Robert Kassab to CEO

Kassab assumes the role after serving as interim CEO following the retirement of Kathy Duvall in March.

Top JPMorgan Chase executive retires as firm names two male co-presidents

Marianne Lake, CEO of Consumer & Community Banking, is exiting after more than 25 years of service to JPMorgan Chase .

JPMorgan Chase promotes Petno, Rohrbaugh to copresidents, setting up two more successors for Dimon

The promotion of Petno and Rohrbaugh is a sign that JPMorgan’s board is also looking to its commercial and investment banking ranks as it develops the next generation of leadership

JP Morgan Chase names Doug Petno and Troy Rohrbaugh as co-presidents

Rohrbaugh has also been named CEO of Consumer and Community Banking, succeeding Marianne Lake.

Caprock names Jennifer A. Ayer managing director of purpose-driven wealth

Veteran impact investing advisor brings 25 years of experience as Caprock expands its work with families seeking to align wealth with values, priorities and legacy

Agora appoints Robinhood's Tanya Denisova as new head of operations

Denisova previously spent over five years at digital trading and investment platform Robinhood and most recently held the role of COO of Robinhood Crypto.

Prudential Advisors Welcomes J.P. Morgan Advisor to Mid America Financial Group

David Bellamy joins Prudential Advisors with a focus on growing his practice and offering clients enhanced support and investment solutions

Citadel Securities compliance chief in Europe joined Hudson River Trading

He also previously worked as head of compliance for publicly traded high-frequency trading firm Virtu Financial within its EMEA proprietary trading team.

Humanity Labs Names Dimple Shah Managing Director, Wealth

Industry wealth management veteran joins AI Workforce firm to fuel operating leverage improvement for advisory firms through the transformative power of AI

Athene appoints veteran pensions leader to board

Mr Brackenbury most recently served as deputy chief investment officer of the State of Michigan Retirement System.

Broadridge Names Mark Nichols Co-President of Digital Assets

In his role, Nichols will spearhead Broadridge’s strategy, product development, and execution across the tokenization and digital asset arena, along with Co-President German Soto Sanchez.

Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms

New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy

LPL Financial Welcomes Daniel Zacharias To Decorum Wealth Management

Zacharias brings almost 20 years of industry experience and a well-rounded background across multiple areas of financial services

Lorum strengthens legal, risk and compliance with Dr. Hartwig Gerhartinger appointment

Dr Gerhartinger succeeds Katheryn Willis, who departed the firm in February to join Wise.

TPG Appoints Axel André as Chief Financial Officer

Mr. André will succeed Jack Weingart

Huron Announces Election of Shoshana Vernick to Board of Directors

Ms. Vernick is an accomplished leader with deep expertise in the education industry and a demonstrated track record of advancing innovation, technology-enabled growth and long-term organizational value.

UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets

The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale.

J.P. Morgan Private Bank adds Rafael Cervelli to Brazil Team in Miami

Cervelli joins the private bank with approximately 15 years of experience across multi-asset investing, portfolio management, research and trading.

SEI Appoints Matt Provencher as Global Head of Enterprise Professional Services

New Leadership Role to Scale Capabilities and Support Client Transformation

Genesis Wealth adds $725 million advisor as breakaway momentum continues

His move also marks Genesis Wealth’s expansion into Chicago’s North Shore, one of the Midwest's most competitive wealth management markets.

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