10/09/2026
Ryan will be working across Ocorian to identify high-value opportunities driven by client demand, rapidly iterating new solutions, and translating successful concepts into scalable capabilities.
10/09/2026
CIRO-Approved Executives Join Firm to Drive Growth and Strategic Direction
10/08/2026
The executive leaves Citi after several years to join the Brickell office, in a market that has become one of the main hubs for managing Latin American wealth.
10/08/2026
Zidle brings more than three decades of experience across macroeconomics, asset allocation, and public and private markets to Cresset's multi-family office platform serving ultra-high-net-worth families, business owners, and entrepreneurs.
10/08/2026
From a Morgan Stanley exit to a $1B branch transition, this week’s advisor moves show independents pulling talent at every level.
10/07/2026
As Chief Market Strategist, he will lead CFAM's market outlook and macro investment views for investors and clients, drawing on the intellectual capital across Cantor Fitzgerald to deliver relevant, actionable market insights.
10/07/2026
Arnold will help deepen the firm's research offerings by translating sophisticated investment research into practical strategies.
10/07/2026
It is a promotion for Dunlevie who was previously global chief operating officer of the same banking group
10/07/2026
Owen and his team join two existing Luca Partners team members in Wilmington.
10/06/2026
He specializes in creating highly customized, comprehensive wealth management strategies designed to help clients grow, preserve, and efficiently transition their wealth.
10/05/2026
Throughout his career, Sean has focused on the interconnected nature of financial decisions and the importance of looking beyond investments alone.
10/05/2026
Prior to that, he founded a consultancy specialising in the real estate investment and senior living segments.
10/05/2026
Emswiler is based in New York, while Borner is based in Greenwich, Connecticut, strengthening the firm’s investment capabilities and client leadership in both markets.
10/05/2026
She joins Concorde after most recently serving as Senior Client Service Manager for the Southeast region at J.P. Morgan Advisors in Florida.
10/02/2026
Founder of Ascentix Partners and former CEO of Advisor Group and Cetera Financial Group joins Strategic Advisory Board of senior wealth management leaders
10/02/2026
He will be based in New York.
10/02/2026
Prior to joining TradePMR, Patullo was the chief product officer for Apex Fintech Solutions.
10/02/2026
Alexandrov founded the company in 2013 and has served as Chairman for much of its growth.
10/01/2026
He will be based in KeyBank’s Capital Region headquarters at 66 South Pearl Street in Albany.
10/01/2026
At the major US bank, he currently serves as Managing Director, where he is responsible for relationships with the executive boards of its key German clients.