Managers of Wealth Americas

Snowden Lane Adds $180M Fieldpoint Advisor to Leadership Team

Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.

BNY Mellon Wealth Management Names New Head of Deposits

Prior to joining BNY Mellon Wealth Management, Brian was at Morgan Stanley for 12 years, where he most recently served as executive director, head of Cash Management & Bank Accounts.

JPM Private Bank hires Citi LatAm vet for Miami team

He is switching from the sales and product side to work as a private banker covering Brazil for JPM

Bluespring Wealth Partners Welcomes David Canter as President

RIA Powerhouse Joins Bluespring to Focus on Key Growth Initiatives and M&A Strategy

M&T Bank Names Dominique Goss Executive Director of M&T Charitable Foundation

Corporate giving leader will ensure foundation supports all M&T communities,focuses on diversity, equity and inclusion

Fidelity Exec to Join Kestra’s Bluespring Wealth Partners

Canter spent nearly 13 years at Fidelity, where he most recently served as head of the RIA custody business.

BoA Names Former Prudential Exec for EMEA Top Post

The Reuters report notes that Gill joined the bank in 2020 from Prudential, where he was in charge of the group’s strategy and mergers and acquisitions deals.

Lincoln Financial Group Names Executive Vice President, Head of Workplace Solutions

Reid joins the company from Versant Health, bringing 30+ years of industry experience Lincoln also names internal leader Ralph Ferraro to head its Retirement business, reporting to Reid

Principal Financial Group® names Teresa Hassara to lead U.S. workplace retirement business

Hassara began her career in banking after earning her Bachelor of Arts in Political Science from Vanderbilt University and her Master of Business Administration from The Wharton School of the University of Pennsylvania.

IDB Bank appoints Kenneth Savio as new CEO of IDB Capital

Savio joins IDB with more than 25 years of experience in the investment banking industry

Runway Growth Capital LLC Announces New Senior Origination Hire to Expand its Technology Pipeline

Jeff Goldrich Joins Runway's Team as Managing Director, Technology, Bringing Nearly a Decade of Experience in the Technology Sector

Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office

Experts in family/business law; business management; private lending; and CPA services will align cohesively

Cambridge Trust Welcomes John Traynor to Wealth Management Team

35-year investment veteran to lead Cambridge Trust's expansion in Connecticut

Janus Henderson Appoints Two Senior Members to North America Sales Team

These strategic appointments build on the strength of Janus Henderson’s institutional team and reinforce Janus Henderson’s continued investment in hiring top talent across the organization.

A-rated JPM AM veteran to step off $24bn of funds

Long-serving manager to step down after nearly 40 years with the asset manager.

Wealthspire Advisors Appoints Honey-Brooks to Expanded Family Office Services Team

Honey-Brooks joins Wealthspire from Coblentz Patch Duffy & Bass, a high-end boutique law-firm in San Francisco, where she practiced for the last five years.

Jennifer Hawley promoted to banking officer in Alpine Bank Wealth Management

Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview

Wells Fargo Appoints Chief Executive Officer of Consumer Lending

Santos has served as the company’s head of Diverse Segments, Representation and Inclusion since November 2020

BlackRock hires deputy head of sustainable investing

Expand investment options

KKR to appoint Katie Sudol as General Counsel; David Sorkin to become Chief Legal Officer

“Katie has worked very closely with KKR and members of our senior team both in the U.S. and internationally for many, many years. She is a preeminent lawyer and a dynamic leader who is a perfect fit with KKR’s culture.

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