Managers of Wealth Americas

Aztec Group appoints Melissa Ferraz as Chief Commercial Officer

Melissa joins Aztec from BlackRock, where she held senior Managing Director roles across its private markets and technology businesses.

Prediction market Kalshi hires risk chief Udesh Jha from CME Group

Jha previously spent 16 years at derivatives exchange CME Group, most recently serving as managing director and head of post-trade services.

Regions Bank Names Thom Smith as Private Wealth Regional Executive for Georgia

Smith’s move to Regions Bank is part of the company’s strategy for building more Private Wealth Management growth and consistently strengthening client service.

Modera Wealth Management Hires Two New Chiefs to Lead Investments and Operations

Gaurav Mallik joins as CIO and Shelly Kapoor named COO as the RIA adds two industry veterans to aid expansion of investment and technology platforms

Family Office Partners Expands into Houston with Addition of Patrick Keller and Andrew C. Keller

The expansion strengthens Family Office Partners’ integrated family office model in a key growth market for entrepreneurial and ultra-high-net-worth families.

My Investment Path Strengthens Its Wealth Management Team with a New Hire

The Miami-based RIA expects Tomás Ulloa to play a key role in expanding the company's business in Latin America

Bank of America builds out regional investment banking teams

The addition of eight new managing directors and one vice chair is set to expand the bank's regional investment banking division across nine US cities.

Citi hires two senior advisors from Banco do Brasil for Miami team

The firm has added Vanessa Keller and Rodrigo Noschese, two veteran advisors with extensive experience serving international clients.

Vontobel SFA taps Swiss banker to run Miami in reshuffle

Alongside the new role for Gian Reto Naegeli, Vontobel Swiss Financial Advisors has consolidated Americas coverage and opened in Los Angeles.

Bank of America hires nine senior investment bankers to target US middle market

The business ⁠also retained its top investment banking ranking among global commercial banking clients for the third consecutive year, while growing its market share year over year, BofA said.

Florida's Pibank names Francesc Noguera as CEO

Florida-headquartered neobank and Intercredit Bank subsidiary Pibank has named Francesc Noguera as its CEO

Pibank USA Names Francesc Noguera CEO Amid Shift to Digital-First Banking Model

The digital banking transition marks the formal evolution of Intercredit Bank, N.A. into the Pibank brand, a move designed to meet modern consumer demands for seamless digital access.

M&T Bank promotes Dave Dreverman, Hilarie Lynn

M&T Bank operates 38 branches and employs 356 people in Central New York

Citizens President Coughlin Assumes Expanded Role

Brendan has consistently shown he can take on broader responsibilities and deliver impressive results

Arch Re promotes William Soares and Jon Schriber

Schriber joined the Bermuda-based firm from reinsurer PartnerRe in 2023 as President of Arch Reinsurance Company.

Cerity Partners Names Will Peng as Chief Innovation Officer

The appointment brings fintech entrepreneurship and AI expertise to support the firm's continued innovation and growth.

RBC names co-CEOs to lead its European arm

The co-CEOs will steer capital markets and wealth management as RBC chases market share

Munich Re Appoints Michael Correa President and CEO of Canada (Life)

Based in Toronto, Correa will report to Mari-Lizette Malherbe

Carson Wealth adds Kentucky team managing $201M in assets

FFR Wealth Team's move to full integration follows years as an independent partner office.

Wells Fargo Adds $1.7B Connecticut Team From RBC

The Sheresky Samsen Group includes brothers Steven and Jeffrey Shereseky, as well as Jeffrey Samsen and Steven’s son Kenneth.

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