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People Moves

07/18/2025

NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion

Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market

07/18/2025

Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs

Joining the newly created advisory board are Stuart DePina and Jason Ehrlich.

07/18/2025

Hightower Names Scott Hadley as New Chief Advisory Officer

The Wealth Management Firm Also Announced a New Chief Strategy Officer and Chief Marketing Officer

07/18/2025

Canaccord Wealth ESG head Patrick Thomas exits

Thomas departs the firm he started his career with 15 years ago.

07/18/2025

Motley Fool Wealth Management Appoints Director of Financial Planning

Rosh’s appointment comes as Fool Wealth continues to expand its leadership

07/17/2025

TD Bank Promotes Johnson To Retail Market President Of Mid-South Metro

Johnson joined TD in 2003

07/17/2025

Archway Appoints New President of Fund Administration to Support Growth and Client Innovation

Archway has seen significant demand for its fund administration services

07/17/2025

Ocorian continues to build US momentum with new appointment

She brings more than 20 years’ experience in senior business development roles

07/17/2025

SC Ventures Appoints Lisa Pollina as Vice Chairman, Americas

Pollina to support SC Ventures and CIB in expanding strategic partnerships and client relationships across the region.

07/17/2025

JPMorgan appoints new leaders at its North America corporate banking unit, memo says

Lister previously led the natural resources group, while Spry served as one of the co-heads of the diversified industries group within the bank’s global corporate banking business.

07/17/2025

Achintya Mangla finally hired his colleague from JPMorgan for a big job at Citi

Aloke Gupte is leaving JPMorgan and joining Citi.

07/17/2025

Osaic Moves Advice, Wealth EVP Greg Cornick to Oversee Wealth Solutions

Greg Cornick, previously head of advisor recruiting and retention, will now help head the firm’s investment solutions amid recent senior-level departures and shifts to Osaic’s leadership structure.

07/16/2025

Blackstone poaches JPM private bank's multi-asset head

Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.

07/16/2025

Justin Blower exits Schroders PW for new life in North Carolina

The planning director said he's taken the 'bold' move to relocate to North Carolina and look for jobs in US wealth after two years with SPW.

07/16/2025

SEIA Hires Financial Planning Lead from Fidelity

Brad Repinsky will help build up the $30 billion SEIA’s estate, tax and financial planning focus area for private clients, much like he did for Fidelity.

07/16/2025

Whittier Trust Welcomes Kiley Barnhorst MacDonald as Senior Vice President, Client Advisor

Whittier Trust further strengthens its rapidly growing San Diego team with veteran trust and estates advisor, Kiley Barnhorst MacDonald.

07/15/2025

Appoints Jon Hudson as Managing Director and Co-Head Of Healthcare Services Investment Banking

Veteran Dealmaker Brings More Than 25 Years of Healthcare Industry Experience

07/15/2025

Piper Sandler Expands Technology Investment Banking Team with the Addition of Anson Tsai

He will be based in the Burlingame office.

07/15/2025

UBS Hires Jack Heiss as Market Director in the Tampa, Florida Region

He will begin his role at the conclusion of his notice period.

07/15/2025

Envestnet, Inc. Appoints Sue Quackenbush as Chief People Officer

Previously, in CHRO roles at Vonage and Presidio, Sue launched high-impact inclusion initiatives, scalable advancement frameworks and leadership accelerators.

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Piper Sandler Expands Technology Investment Banking Team with the Addition of Anson Tsai

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NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion

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Wealth Consulting Group launches advisory board with former Envestnet, Emigrant execs

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