Managers of Wealth Americas

First Western Trust Appoints Alison Timboe as Senior Vice President, Trust Officer in Jackson Hole

Timboe joins First Western Trust following senior trust advisory roles at leading private banks, most recently serving as a Senior Trust Advisor at Wells Fargo Private Bank.

Osaic’s Heads of Strategy, Engineering Resign

The departures include Dimple Shah, head of strategy and client experience, who is moving to one of Vestigo Ventures' portfolio companies, according to a source.

Crusonia Wealth Advisors Announces Addition of Wealth Advisor Connor Law

Crusonia is expanding its advisory team as part of its continuous goal to serve individuals and families.

Trio of exits shine spotlight on Citi’s wealth overhaul

Chief financial officer Kurt Nestor, general counsel Akiko Yamahara and head of Latin America Antonio Gonzales are all leaving the bank’s wealth arm

Coastal Wealth Appoints Former Ameriprise Complex Director Michael Swinehart as Head of Wealth Management & Financial Planning

22-year industry veteran to lead financial planning and wealth management growth, strengthening outcomes for clients and families across 350+ advisor network

Alexis Miranda hired at Ducere Wealth Management

Ducere Wealth Management has hired Alexis Miranda as wealth adviser at its newly opened office.

First American Bank Appoints Jim Turano Commercial Group Head for Chicago Market

Senior Commercial Banking Leader Joins from Wintrust as Bank Continues Investment in Chicago Market

Proskauer Continues Private Funds Growth With Addition of Zeeshan Ahmedani in Los Angeles

Zee has extensive experience advising clients across several market cycles

Wells Fargo Lures Morgan Stanley, UBS Advisors Representing More Than $9B

In less than a week, Wells Fargo Advisors announced the addition of two teams from Morgan Stanley and one from UBS, which had been overseeing in total more than $9 billion in client assets.

Churchill Asset Management Enhances Investor Education and Client Engagement with Strategic Hires

Appointments support private wealth efforts in partnership with Nuveen, strengthening delivery of insights, education, and client solutions

Cetera Highlights Leadership Expansion at Wilde Wealth Management Group with Appointment of COO Erica Bloudek

Bloudek to shape operating model and strategy supporting growth and white-glove service

&Partners Adds Wells Fargo Team Managing $590M in Ohio

Founded in 2023 by former Wells and Edward Jones executives, &Partners has grown to 114 advisor practices who had managed $54 billion at their former firms, the spokesperson said.

UBS Appoints Jeremy Autry as Market Director in the Manhattan Market

Prior to joining UBS, he served as Associate Market Manager for the 5th Avenue Market at Morgan Stanley, where he held leadership roles spanning sales, financial planning, and wholesale distribution.

eLEND hires Roman Ramora as chief technology and innovation officer

Ramora will lead eLEND’s technology strategy

BGL Welcomes Brian Thom as a Managing Director in Technology

This addition expands the firm's expertise in cybersecurity and infrastructure software as AI-driven advancements reshape the industry

Nomura Asset Management Appoints Chief Investment Strategist

Veteran Strategist to Lead Content Commercialization, Strengthen Wealth Advisor Relationships and Collaborate with Institutional Clients

Altair Strengthens Global Leadership with New Appointments

Commenting on the appointments, Ian Lambert CEO, said: “We are delighted to welcome Ian and Steve to Altair."

Mike Selfridge Joins Zions Bancorporation as Executive Vice President and Head of Wealth Management

He led the strategy, business development, and delivery of family office services for the firm's largest relationships, driving growth and excellence in service delivery.

Amy Watts Joins Greenfield Savings Bank's Wealth Management Team

GSB's Newest Financial Advisor to Deliver Personalized Client Strategies for Long-Term Financial Planning and Wealth Management Solutions

Former Google exec named as Citi CIO

His appointment was welcomed by Tim Ryan, head of technology and business enablement at Citi.

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