Managers of Wealth Americas

Truist announces Michael P. Lyons as incoming CEO

Bill Rogers to assume executive chair role as part of planned leadership succession until April 2027 retirement

U.S. Bank Wealth Management Appoints Daniel Farley Chief Investment Officer

Farley has a bachelor’s degree in civil engineering, graduating summa cum laude from the University of Notre Dame

Bank of America Names Chip McLeod President of Upstate South Carolina

He will also work across the company's eight business lines to strengthen collaboration and support growth across the Upstate market.

Vistra appoints Raimundo Diaz to lead Americas growth push

The appointment follows Vistra’s acquisition of Biz Latin Hub in December 2025, which expanded its presence across 18 Latin American markets and increased its operating footprint in the region.

Nomura Bolsters US Technology Investment Banking With New Hires

Todd Feldman joins in New York and Cyrus Deboo in San Francisco, both as Managing Directors.

Northern Trust Appoints Rebekah Rice as Tampa Bay Market Leader

Rice will lead a multidisciplinary team responsible for strategic growth, client experience and overall market performance.

SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership

New Leadership Appointments Reinforce SEI’s Path Toward Becoming an AI-Native Organization

Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list

The Arizona UBS Wealth Management teams are led by UBS Executive Director Ryan Lurie.

IEQ Capital Welcomes Lauren Hoffman as Managing Director

Prior to J.P. Morgan, she was a Financial Advisor at Merrill Lynch Wealth Management.

Catherine Bessant joins Truist board of directors

Bessant will serve on the board's risk committee.

Cresset Appoints Mark Tremblay as Head of Family Office Services

Tremblay brings more than 20 years of leadership experience working with ultra-high-net-worth families and large single-family offices.

Most rockstar macro portfolio manager in New York joined ExodusPoint

Ahmed arrives at ExodusPoint after Mirco Bulega, another macro portfolio manager based in London left.

Steward Partners Lands Biggest Breakaway Team to Date from UBS

An 11-person UBS team managing $2.4 billion has moved to Steward Partners’ Legacy Channel, adding offices in Florida and New York.

Security Federal Corporation promotes Philip Wahl to CEO

Wahl succeeds long-serving executive J. Chris Verenes, who is retiring after over two decades at the bank.

Provident Bank names new chief wealth officer

New Jersey bank appoints new chief wealth officer

On the Move: Wells Fargo Strengthens Commercial Banking Team in Orange County

Inland Empire markets, will work with existing and new middle market clients to support their growth objectives.

Julie Gallagher takes the helm at Richardson Wealth

New CEO has quickly ascended the ranks from mid-level compliance professional, bringing ‘future skill set’

UBS Strengthens Its International Platform in Florida with Two New Hires

The arrival of both executives reflects the growing strategic importance of Miami and Coral Gables as key hubs for the international wealth management industry

Payments and Fintech Leader Wade Fairey Joins AvidXchange as Chief Operating Officer

Veteran executive brings deep operational and payments expertise to accelerate AvidXchange's next phase of growth

Axis promotes Geller to head of wholesale financial lines in North America

In her new role, Geller will be responsible for developing and delivering the strategy for long-term profitable growth across Axis’s North American wholesale commercial and financial institutions business.

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