Managers of Wealth Americas

Christopher’s Haven Appoints Andrea Longo Carter to the Board of Directors

Andrea Longo Carter Brings Extensive Financial, Governance and Community Leadership Experience to Christopher’s Haven Board

Former Stanford Athlete Osiris St. Brown Joins RBC Wealth Management as Financial Advisor

St. Brown works alongside RBC Wealth Management advisors with more than 100 years of combined expertise, bringing a perspective rooted in firsthand experience and purpose-built for the clients he serves.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity.

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Previously, she was Private Wealth Management Market Leader at U.S. Bank and held multiple leadership roles at MUFG Union Bank.

Ex-CWB Wealth chief trades the top job for Verecan's CFO role

Verecan bulks up its leadership as it chases acquisitions and cross-border growth

Beacon Pointe co-founder Shannon Eusey joins advisory board of AI wealthtech firm

Industry veteran and chair of $62M RIA will help shape the tech business’ growth strategy.

Oxford Financial Group Expands Grand Rapids Team With Jason Gust Appointment

In his new role, Gust will advise some of the firm’s most complex client relationships, focusing on tax and estate planning, wealth preservation, asset protection and capital deployment strategies.

Manulife Wealth names Lior Valitsky COO amid leadership shake-up and record Q2 results

Manulife Wealth names Lior Valitsky COO and restructures its leadership team as Manulife WAM posts record gross flows and 9% earnings growth in Q2 2026

Bank of America investment banking co-head Mike Joo to leave

Faiz Ahmad will remain in charge of the investment bank. s

Raymond James Recruits $1.1B Team From Baird

The Cranberry Township, Pa.-based group is the second billion-dollar-plus team to join the firm's employee channel in two weeks, following a $5.4 billion recruit from Comerica.

Kevin Brubaker to Lead PNC Private Bank in North Florida

Brubaker will remain based in Jacksonville, a market that has become increasingly important to PNC's growth strategy as population expansion, corporate relocations and wealth migration continue to drive demand for sophisticated wealth management serv

DXC Appoints Lisa Beaudoin as Chief Product Officer to Accelerate Product-Led Growth

Appointment follows the recent naming of Paul Taylor as President, Dan Gray as President, Global Infrastructure Services and Holly Grant as President, AI Innovation and Strategy & LabX, further strengthening DXC's leadership team and operating mo

Rubin Rudman adds Shawntel Randi as a Partner in Trusts & Estates Department

In her practice, Randi advises clients on estate, gift, generation-skipping transfer, and income tax planning.

Asset Vantage Picks A CEO To Lead The Next Stage Of Family Office Technology

The next phase requires expanding distribution, deepening client relationships and competing in an increasingly crowded market where execution matters as much as innovation.

Forthlane Appoints Matthew Leibowitz to Board of Directors

His appointment further strengthens Forthlane's Board as the firm continues to expand its institutional investment platform for ultra-high-net-worth individuals, families, family offices, and foundations.

Fiera Capital Names Nicholas Smart Lead Portfolio Manager of Its Canadian Equity Strategies

New senior appointments add investment experience while preserving continuity across Fiera's Canadian equity strategies

IQExit Appoints Former Schwab, Fidelity and Ameriprise Executive Glenn Flego to Board

Flego brings decades of RIA custody and institutional wealth leadership to IQExit Board as company advances its Exit Readiness Intelligence™ platform for business-owner transitions

JPMorgan adds Rodrigo Ribeiro do Valle to New York team covering Brazilian UHNW clients

The move underscores JPMorgan Private Bank’s continued focus on Brazilian entrepreneurs and wealthy families

Advisor moves: UBS loses $2 billion in teams as RBC and Raymond James move in

Florida Complex Director Ken Ross said the team's motivations were straightforward.

The three advisors previously worked at Comerica, which was acquired by Fifth Third Bank earlier this year.

The three advisors previously worked at Comerica, which was acquired by Fifth Third Bank earlier this year.

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