Managers of Wealth Americas

Falcon Wealth Planning Appoints David Lynch as Managing Director

35-year industry veteran joins Falcon from Fidelity to scale disruptive ‘planning-first’ model and drive expansion through strategic partnerships.

Osaic Expands Technology Leadership with Appointment of Stacie Nabedrick

New role supports continued platform innovation and scalable growth across advisor network

J.P. Morgan Welcomes a New Banker and Managing Director

Pablo Artigas, who previously served as Managing Director and Head of the Specialized Industries & Corporates area at Santander Chile

Hightower Appoints Roberto Stewart as President and Chief Business Officer

His focus will be on simplifying how advisors engage with the platform, reducing operational friction, and strengthening the systems that enable growth and client service.

Highvern and Permian appoints new head of funds Americas

“There is a clear opportunity to build on the strong platform in Cayman and further enhance the group’s offering for clients in the Americas,” she said.

Barclays Research appoints Sahana Athreya as Global Head of Data Science & Applied AI

In this role, Athreya will lead the firm’s data science, artificial intelligence and advanced analytics agenda across Research, as global investor demand for data‑driven analysis grows.

Citi's ex-Goldman Sachs global co-head of infrastructure is going

Citi insiders say Leyenaar Huntingford decided to leave.

UBS Announces Leadership Appointments, Reimagined Offices in the Southeast US

Chris Shaw will join as Regional Market Director and Managing Director for the Southeast Region at the conclusion of his notice period.

Francois Schramek Promoted to Partner at Manhattan West

Schramek leads a sizable wealth management practice, reflecting the strength and durability of his client relationships.

First Horizon Bank Welcomes Rite Moisio as Director of Private Client Banking for the New Orleans Market

Rite is a proven leader with a strong track record of serving clients and building high-performing teams

Newmark Hires Philip O'Bannon to Lead Infrastructure Capital Markets Business

In this role, O'Bannon will be responsible for expanding Newmark's advisory and capital raising capabilities across the full infrastructure investment spectrum

Wells Fargo FiNet Attracts $2.1B UBS Team

Touchstone Wealth Partners represents the fourth $1 billion-plus practice to affiliate with FiNet in 2026.

Ledyard Wealth Management names CIO

Sanctuary Wealth Welcomes OPT Wealth Management

Breakaway Advisor's Move Reflects Firm's Continued Momentum in Attracting Elite Advisors Wanting Greater Flexibility, Ownership and Control Over Their Businesses

Francois Schramek Promoted to Partner at Manhattan West

Since joining the firm, Schramek has established himself as a trusted advisor to UHNW individuals and family office investors around the world.

Airwallex Taps Carolyn Renzin to Lead Global Regulatory and Compliance Efforts

The company plans to raise compliance spending this year as it scales regulated operations across multiple markets.

Compound Hires Wealth Head from Focus; Perigon Names HR Chief

Also, Rossby Financial hires a business development and advisor transition lead, and Ascensus snags a new president of retirement from Empower.

BMO Wealth Management Names Ali Nafii to Lead San Diego Market

In his new role, Ali will focus on expanding BMO’s wealth management presence across the West Region

Perigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership Expansion

Rory T. Shusted Brings Decades of Executive Experience to Support Firm's Continued Investment in Culture and Growth

Douglas Elliman Names Areeje Akhtar Oriol Chief of Staff to President and CEO Michael S. Liebowitz

Seasoned luxury strategy and growth executive brings deep experience in brand development, brokerage platform building and the ultra-high-net-worth market to Douglas Elliman leadership team

People Moves