Managers of Wealth Americas

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.

Merrill lands $13B team from Morgan Stanley's Graystone Consulting

A 14-person Boston-based team ranked among the nation's top institutional consultants joins Merrill Private Wealth Management.

OLarry Accelerates Growth, Expands Team of Elite Tax Advisors to Deepen Commitment to High-Net-Worth and Ultra-High-Net-Worth Clients

The company's client base reflects this growing scale, with an average net worth in excess of $10 million and financial lives that often span several properties, family trusts, and income sou

Cetera Names Torrance Chaplin and Sean Marrin Community Leaders within RIA & Branches Channel

Veteran wealth management executives bring decades of leadership experience to support growth and advisor success across two key advisor communities

DLA Piper makes bold hires to bolster Global Private Markets team

These partners each bring deep experience and highly differentiated capabilities that are increasingly in demand among investors, lenders, sponsors, and companies operating in complex market environments.

Brookstone Capital Management's Darryl Ronconi Named Senior Vice President, Wealth Management Platform Operations for AmeriLife Wealth

President to take on expanded platform-level role while continuing to lead Brookstone Capital Management

ZipRecruiter Appoints Carmen Chan as Chief Financial Officer

Veteran finance and technology leader brings leadership experience from Barclays, Noom, and Goldman Sachs to ZipRecruiter

Dan Montoya named Head of Relationship Management for the Americas within BBH Investor Services

Appointment reflects BBH's continued commitment to delivering exceptional client service and strengthening strategic partnerships across the Americas.

Guardian appoints Kevin Luebbers as Head of Distribution to accelerate growth across wealth management

Reporting to Mike Perry, Head of Client Solutions and Wealth Management, Luebbers will help further integrate and scale Guardian's distribution model to accelerate growth.

Lazard AM strengthens its executive leadership with the additions of Chris Bricker and TP Enders

Lazard AM hires two senior executives from AllianceBernstein and Goldman Sachs to sharpen its growth and product strategy.

Credent Wealth Management Appoints Michael Kim, President & CEO of AssetMark, as Newest Independent Board Member

We're confident that the insights and expertise he brings to the table will help us elevate our client experience, propagate our mission, and remain innovative and adaptable.

Robin Tolla joins mea Platform

The best insurance operators have always known that people are what make the difference

Vanguard names Former Lazard CEO Kenneth Jacobs as board chairman

Jacobs brings four decades of global finance experience to one of the world's largest asset managers as the board also names Coca-Cola CFO as lead independent director.

KKR Appoints Former Manulife CEO Roy Gori as Senior Advisor

Mr. Gori, an accomplished leader in the global insurance and financial services industry, will advise KKR on strategic opportunities across global financial services

UBS Hires Financial Advisor Team of Four in Tampa, FL

Along with their team, they oversee approximately $1.3 billion in client assets, serving ultra-high net worth families and business owners.

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