Wealth management

Ascentra Credit Union Foundation awarded $100,000 to Junior Achievement for financial literacy while other institutions donated money for a variety of causes.

It is the bank’s second big gift to the nonprofit Financial Health Network in recent years, with this one earmarked for a financial solutions lab.

The chief investment officer at Bessemer Trust is driving results by building cohesive teams and listening carefully to clients.

Under Kuijpers, DWS Group is embedding environmental, social and governance principles in the work of asset managers across all classes.

Hung is championing a new initiative at New York Life to help financial advisers better engage with female clients.

Seitz is using her influence as CEO of one of the world's leading money managers to call attention to the $70 trillion retirement gap that she said could grow to $400 billion by 2050 if her industry doesn't address it.

In June, Warson became the first person to hold the newly created job of chairman of Citi Private Bank, North America.

The company founded by her grandfather remains committed to actively managing money for longtime clients, but under Johnson, Fidelity Investments is also aggressively going after younger investors who favor simple and affordable options.

The retirement and investment group Grace runs for Aon is the global firm's second-largest business unit, wit more than $150 billion of assets under management.

Knox's hefty investments in client- and associate-facing technology are paying off for Bank of America's private bank.