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Merrill Wealth Management added a record 37,500 net new clients in 2023, up nearly 50% from 2022, and added $38 billion AUM from clients in 2023, nearly five times its AUM increase in 2022.

In her daily duties at BNY, Smits, who is originally from the Netherlands and now based in Britain, leads the bank's seven investment firms which have a combined $2 trillion in assets.

Milrod has led the bank's foray into digital finance and its efforts to become more product-driven.

Knox leads more than 4,500 professionals at Bank of America Private Bank, which generates $3.6 billion in annual revenue and has $640 billion in client balances from high-net-worth individuals, families and institutions. 

Yeshaya leads a team of 3,600 employees managing the financial resources of a firm that has swelled to $1.2 trillion in assets following landmark growth in wealth management.

Under McShane's guidance, Wells Fargo became No. 1 in real estate investment banking for the first time, achieving a market share of 15.2%.

As global head of advisory, Aiyengar directs M&A and also leads the corporate advisory and sustainable solutions and director advisory services lines of business.

The private bank, which Liu leads, is one of three areas of wealth management, which, in turn, is one of five business lines Citi CEO Jane Fraser is focusing on for future growth and profits.

Marrs leads the company's second-largest business by revenue that accounts for about 25% of American Express' total revenue.

On November 1, Cheung is slated to become president and CEO of S&P Global. She is succeeding Doug Peterson, who has been CEO since 2013.