05/15/2026
UBS Announces Two New Market Directors in San Francisco
Michael Bonomo joins as Senior Market Director and Taylor Wan joins as Market Director, reporting to Market Executive Emily de la Reguera
People Moves
05/15/2026
Liss Chapman Commended for Continued Excellence in Finance and Wealth Management
She has remained deeply committed to helping individuals, families and business leaders navigate some of the most important financial decisions of their lives.
05/14/2026
Rockefeller Capital Management Appoints Anousheh Ansari to Board of Directors
Her appointment comes at a pivotal moment for the financial services industry, as rapid advances in technology and artificial intelligence continue to reshape markets, institutions, and client expectations.
05/14/2026
Citi Strengthens Financial Institutions Investment Banking Team With Senior Hires
Jonathan Alpert will join Citi in September as Global Head of Insurance, bringing more than 28 years of experience in the insurance industry and investment banking.
05/14/2026
Emigrant Bank Appoints Tyler Kelley as Managing Director to Support Strategic Growth and Family Office Expansion
In his role, Mr. Kelley will work across several of the bank's specialized business units, helping strengthen connectivity across businesses, identifying strategic opportunities, and supporting the continued evolution of Emigrant's family office
05/13/2026
Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy
In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.
05/13/2026
Everest names former Canopius US leader Lisa Davis to North America wholesale & specialty role
She will oversee underwriting strategy, distribution and portfolio management across the region, reporting to Jason Keen, executive vice president and chief executive officer of global wholesale & specialty.
05/12/2026
First Western Trust Appoints Alison Timboe as Senior Vice President, Trust Officer in Jackson Hole
Timboe joins First Western Trust following senior trust advisory roles at leading private banks, most recently serving as a Senior Trust Advisor at Wells Fargo Private Bank.
05/12/2026
Osaic’s Heads of Strategy, Engineering Resign
The departures include Dimple Shah, head of strategy and client experience, who is moving to one of Vestigo Ventures' portfolio companies, according to a source.
05/11/2026
Crusonia Wealth Advisors Announces Addition of Wealth Advisor Connor Law
Crusonia is expanding its advisory team as part of its continuous goal to serve individuals and families.
05/11/2026
Trio of exits shine spotlight on Citi’s wealth overhaul
Chief financial officer Kurt Nestor, general counsel Akiko Yamahara and head of Latin America Antonio Gonzales are all leaving the bank’s wealth arm
05/11/2026
Coastal Wealth Appoints Former Ameriprise Complex Director Michael Swinehart as Head of Wealth Management & Financial Planning
22-year industry veteran to lead financial planning and wealth management growth, strengthening outcomes for clients and families across 350+ advisor network
05/08/2026
Alexis Miranda hired at Ducere Wealth Management
Ducere Wealth Management has hired Alexis Miranda as wealth adviser at its newly opened office.
05/08/2026
First American Bank Appoints Jim Turano Commercial Group Head for Chicago Market
Senior Commercial Banking Leader Joins from Wintrust as Bank Continues Investment in Chicago Market
05/08/2026
Proskauer Continues Private Funds Growth With Addition of Zeeshan Ahmedani in Los Angeles
Zee has extensive experience advising clients across several market cycles
05/08/2026
Wells Fargo Lures Morgan Stanley, UBS Advisors Representing More Than $9B
In less than a week, Wells Fargo Advisors announced the addition of two teams from Morgan Stanley and one from UBS, which had been overseeing in total more than $9 billion in client assets.
05/06/2026
Churchill Asset Management Enhances Investor Education and Client Engagement with Strategic Hires
Appointments support private wealth efforts in partnership with Nuveen, strengthening delivery of insights, education, and client solutions
05/06/2026
Cetera Highlights Leadership Expansion at Wilde Wealth Management Group with Appointment of COO Erica Bloudek
Bloudek to shape operating model and strategy supporting growth and white-glove service
05/06/2026
&Partners Adds Wells Fargo Team Managing $590M in Ohio
Founded in 2023 by former Wells and Edward Jones executives, &Partners has grown to 114 advisor practices who had managed $54 billion at their former firms, the spokesperson said.
05/05/2026
UBS Appoints Jeremy Autry as Market Director in the Manhattan Market
Prior to joining UBS, he served as Associate Market Manager for the 5th Avenue Market at Morgan Stanley, where he held leadership roles spanning sales, financial planning, and wholesale distribution.