Managers of Wealth Americas

Rockefeller Snags $3-Billion UBS Team in Florida and California

The group caps a record year of recruiting for Rockefeller, which added 37 teams in 2025.

Northern Trust announces leadership changes

Bellows, who will continue as EMEA president, joined Northern Trust in 2011 and has held a number of leadership positions, including head of global fund services for EMEA and country head for Ireland.

B. Riley Securities Strengthens Investment Banking Leadership with Senior Hire

Mr. Monfort brings more than two decades of experience as a senior investment banker and trusted advisor

Goldman Sachs names software investment banking group co-head – report

Cayne will jointly lead the software banking practice alongside Joe Porter in London and Jason Rowe in New York.

Mariner Independent hires former IAA exec to lead advisor growth

Topaz Morrison has joined Mariner Independent as the platform's director of advisor growth and engagement.

SEI Honors Founder Alfred P. West, Jr. as He Retires from Executive Chairman Role After 57 Years of Innovation

Board Appoints Independent Director Carl A. Guarino as Chairman as Part of Planned Transition

Northern Trust Announces Leadership Changes

All three leaders will report to Chief Executive Officer Michael O’Grady. Gibson and Pickett will join Bellows as members of the Northern Trust Leadership Team.

Aspen’s Justin Camara joins CFC to lead US growth strategy

Expected to start his new role in the first quarter of 2026, Camara brings nearly three decades of industry experience to the insurer.

Head of Raymond James Financial Services Departs

Shannon Reid is pursuing an opportunity outside of Raymond James after nearly two decades with the firm; Midwest division director David Sisemore will serve as interim president while the firm searches for a permanent replacement.

Jefferies Adds Alessandro Parise as Wealth Management International Manager

Jefferies brings on Alessandro Parise as Wealth Management International Manager to oversee its international and cross-border business

Elyan Partners Appoints Ty Schlobohm as Head of North America Origination

Mr. Schlobohm will lead Elyan's North American efforts sourcing equity partnerships with US-based General Partners and their portfolio companies.

W1M boosts US wealth and charity teams in triple hire

The trio join the W1M from Tanager Wealth, 7IM and CCLA.

Raymond James IM names Jeff Ringdahl as new president

Ringdahl will be responsible for leading the growth strategy and direction of the business

D.A. Davidson Bolsters Industrial Technology Banking Coverage with Veteran Banker Hire

Appointment accelerates D.A. Davidson’s Diversified Industrials growth strategy and positions the firm to service a broader spectrum of industrial technology clients across the U.S. and beyond.

Huntington Bank Appoints Marc Dizard as Chief Investment Officer, Wealth Management

Dizard will lead Huntington Wealth Management's forward-looking investment strategy

Citi’s investment management unit head joins BlackRock – report

Jasminski joins BlackRock together with a team from Citi’s investment management unit.

LPL Recruits Advisor Melissa Mirabile To Launch Forest Lake Wealth Partners At Linsco With $280 Million In Assets

Mirabile joined LPL from UBS and will be based in Albany, New York, according to the firm.

Michael Nathanson Steps Down as Focus Financial CEO

The Colony Group has since been designated as one of Focus’s hub firms and rebranded as Focus Partners Wealth. Birenbaum had served as president of that hub.

Vanguard Recruits Former Schwab VP To Head $100B Western Wealth Team

Based in Scottsdale, Ariz., she will lead a team of 100 financial advisors and support staff and again manage $100 billion.

Charles F. Lowrey Elected to the Board of Directors of BNY

With the addition of Mr. Lowrey, BNY's Board of Directors will have 12 directors, 11 of whom are independent.

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