Managers of Wealth Americas

Experienced Banking & Private Credit Partner Rejoins Latham & Watkins in Chicago

Mohammed Shaheen represents lenders in complex credit facilities, acquisition financings, and restructurings.

IEQ Capital Expands in New York with Appointment of Managing Director Frank Mason

Mason joins IEQ from J.P. Morgan Private Bank, where he served as Executive Director advising families, executives, and family offices on bespoke investment strategies and trust and estate planning.

Sanjay Sharma to Lead SEI’s International Business

Continued Business Evolution Underlines Strategic Focus on Accelerating International Growth

J O Hambro Capital Management appoints Bill Street as CEO as an investment in growth

The appointment, which is subject to regulatory approval, is part of a refreshed group strategy from JOHCM’s parent company Perpetual Limited

Olivia Farr Douglas appointed Head of Marketing Innovation and Content at Citi

Prior to this, Olivia Farr Douglas was with Goldman Sachs as Managing Director, Head of Wealth Management Marketing

Jefferies poached Barclays's Swiss Morgan Stanley hire after two months

Jefferies doesn't have much of a fixed income trading presence in Switzerland and Georgis is expected to build a team there.

Nift Names Fintech Industry Veteran Saket Mehta as CRO to Accelerate Revenue Growth

Appointment Follows Nift’s Recent Launch with Klarna as More Fintech Companies Partner with Brands to Create Ad Inventory That’s Integrated into the Customer Experience

Marianne Harrison appointed to Canadian Imperial Bank of Commerce board

The appointment was disclosed in a Form 6-K filed with the U.S. Securities and Exchange Commission.

JPMorgan is saying goodbye to the cage fighter it hired from Millennium

Before JPMorgan and Millennium, he did sojourns at Bank of America Merrill Lynch, Deutsche Bank and Jefferies.

Northern Trust Announces New President of Asset Management Business

He was responsible for overseeing a comprehensive suite of investment capabilities, including index, fundamental, quantitative and tax-advantaged strategies, as well as active, multi-asset class solutions and alternative investments.

FNZ Appoints Ryan Beach as Group Head of North America and Peter Hiom as Group Head of Markets

Appointments reflect FNZ’s growing momentum in North America and the continued global expansion of FNZ Markets.

HSBC exec Lisa McGeough to lead Deutsche Bank's Americas operations

Paul Maley, Deutsche Bank's head of Corporate Bank Americas, will serve as interim regional head until McGeough arrives in early 2026.

Signature Wealth Group Announces Promotions of Four Wealth Advisors

Bary Dedge, President of Signature Wealth Group, said: "The success of Ashley, David, Thomas, and Deb is built on their unwavering commitment to their clients."

BTIG Grows Industrials Investment Banking Practice with Vincent Van Gerven Hire

Vincent Van Gerven has more than 13 years of experience advising strategic and sponsor-backed companies

Hightower Advisors Names Randy Bullard Head of Investment Management

Industry Veteran Will Spearhead the Development of Hightower’s First Centralized Investment Management Platform

New CEO for Pictet North America Advisors

He will report to Giovanni Viani, Chairman of PNAA and Equity Partner at the Pictet Group.

Wealth.com Strengthens Leadership With New Advisory Board Appointments

Recognized financial services and technology executives join Wealth.com’s Advisory Board, reinforcing company’s rapid growth and guiding next phase of innovation

UBS exodus continues as Merrill makes additions in California, Texas

Meanwhile, an experienced Connecticut advisor has cut ties with Edelman Financial Engines, and Raymond James' independent division welcomes a Washington-based duo.

PPB Capital Partners Appoints Bob Oros, Former Hightower Chairman & CEO

Firm Growth Powers the Addition of the Industry Visionary, Strengthening PPB’s Leadership as Vice Chairman of the Board

Deutsche Bank appoints Lisa McGeough as Head of the Americas Region

She will join the bank’s Group Management Committee.

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