Keebeck Wealth Management names Grant Bushman director, investments by Released | Sep 3, 2026 Keebeck Wealth Management announced the hiring of Grant Bushman as director, investments, a newly created position designed to strengthen the firm’s investment process and reach younger ultra-high-net-worth families.
Sound Point Capital appoints Faris AbiNader as head of real estate capital formation by Released | Sep 2, 2026 Sound Point Capital Management, a global alternative credit manager, has announced that Faris AbiNader has joined the firm as head of real estate capital formation, with a focus on institutional capital formation for Sound Point’s commercial real estate (CRE) credit business.
MAI Capital Management names Amy Brady managing partner, adding veteran financial services executive to drive enterprise-wide growth by Released | Sep 2, 2026 MAI Capital Management, a registered investment adviser (RIA) focused on empowering clients to simplify, protect and grow their wealth, has announced it has hired Amy Brady, who will join as a managing partner in MAI’s Office of Managing Partners, the firm’s leadership team that oversees its respective business segments.
Real Assets Adviser appoints John Wallace to editorial advisory board by Released | Sep 1, 2026 John Wallace has been appointed to the Real Assets Adviser editorial advisory board.
UBS announces leadership appointments in the South wealth management market by Released | Sep 1, 2026 UBS has announced leadership appointments in its South wealth management market, which covers Georgia, Tennessee and Arkansas.
City National Bank welcomes new class of private bankers by Released | Aug 31, 2026 City National Bank has announced the expansion of its private bank team across California, adding 10 experienced private bankers to serve the state’s growing population of high-net-worth and ultra-high-net-worth individuals, multigenerational families, business owners and nonprofit leaders.
Bailard deepens private markets bench for ultra-high-net-worth clients with senior hire by Released | Aug 28, 2026 Bailard, Inc., an independent wealth and asset management firm, has announced that Simon Smundak, CFA, has joined the firm as senior vice president, private markets and solutions.
Northern Trust Wealth Management expands New York team by Released | Aug 28, 2026 Northern Trust Wealth Management has expanded its New York team, adding Gloria Fieldcamp as senior lead relationship manager and James Le Rose as senior relationship manager, reinforcing its commitment to one of its most important strategic growth markets.
Barings appoints Brian Maute as head of U.S. wealth by Released | Aug 26, 2026 Barings, an alternative investment manager, has announced that Brian Maute has joined the firm as head of U.S. wealth.
Prosperity names Jeff Lenhart president by Released | Aug 26, 2026 Prosperity, an EisnerAmper Company, has named Jeff Lenhart president.
Capital Square expands national accounts team with addition of Phillip Jensen by Released | Aug 25, 2026 Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities nationwide, has announced that Phillip Jensen has joined the firm as senior vice president, national accounts, and will also oversee sales efforts in the Northwest territory comprising California, Idaho, Montana, Oregon, Washington and Wyoming.
Real Assets Adviser appoints Ambrish Baisiwala to editorial advisory board by Released | Aug 25, 2026 Ambrish Baisiwala has been appointed to the Real Assets Adviser editorial advisory board.
Greycourt announces Mike Meehan as CIO by Released | Aug 24, 2026 Greycourt, an investment adviser to ultra-high-net-worth families and family offices, has announced that Michael Meehan has joined the firm as managing director and CIO. Meehan brings deep experience and expertise working collaboratively with sophisticated investors across public and private markets.
Marsh appoints Thomas Cannataro U.S. wealth management leader by Released | Aug 24, 2026 Marsh, a global firm in risk, reinsurance and capital, people and investments, and management consulting has announced that Thomas Cannataro will join Mercer as its U.S. wealth management leader, effective immediately. He will report to Anne Marie Schultz, Mercer’s U.S. investments commercial leader.
U.S. Bank Wealth Management names Chris Peary chief private banking officer by Released | Aug 24, 2026 U.S. Bank has announced that Chris Peary has been named chief private banking officer for Wealth Management.
