10/20/2022
Private Advisor Group President to Succeed RJ Moore as CEO
Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.
People Moves
10/19/2022
Northern Trust Asset Management Names Head of Global Macro for Fixed Income
Antulio Bomfim, Veteran Fed Economist With Industry Experience Assumes Newly Created Position
10/19/2022
Chubb Appoints Bill Hazelton Head of North America Industry Practices
Newly created role to focus on providing expansive industry-focused offerings across targeted practices in North America
10/19/2022
CIBC Names Former Trudeau Finance Minister Morneau to Board
Morneau served as Trudeau’s finance chief after the Liberal Party swept to power in 2015.
10/18/2022
Citizens Hires a NYC Metro Market Executive
Citizens is a trusted strategic and financial partner, consistently delivering clear and objective advice.
10/18/2022
Wealth Management Team Led by Paul Vasady-Kovacs Joins First Republic
Vasady-Kovacs has more than 22 years of wealth management experience
10/18/2022
Canopius Hires Liberty Mutual’s Johnson as CUO U.S. and Bermuda
Johnson will report to both Lisa Davis, chief executive, Canopius US and Bermuda, and Mike Duffy, Canopius group chief underwriting officer.
10/17/2022
JPM PM steps off global macro team amid investment changes
Virginia Martin Heriz will no longer serve as PM on three funds run by the global macro team.
10/17/2022
Wells Fargo Investment Solutions Names George Rusnak to lead Managed Solutions & Investment Implementation team
Rusnak will be responsible for the Equity Optimization, Fixed Income Strategy, Social Impact Investing, and Option Strategies teams.
10/17/2022
Everest appoints head of A&H for North America
Prior to joining Everest, Austin served as head of AIG’s North American A&H business where he oversaw the entire portfolio.
10/14/2022
SVB Financial Parts Ways with Private Wealth Head DeChellis
The reason was not immediately clear, but the source said it may have followed questions about his trades in corporate stock.
10/14/2022
Apollo expands into construction physical damage cover
This is another positive move for Apollo as we continue to diversify our group wide offering to achieve our ongoing strategy of profitable growth.
10/14/2022
SiriusPoint hires former MD as new CFO
Yendall was most recently managing director at Guy Carpenter, Canada and North America.
10/14/2022
KoinWorks Appoints Global Banking Expert as Chief Financial Officer
Frank Van Deur joins KoinWorks to provide financial access to over 2 million MSMEs
10/14/2022
Synovus Announces Recent Hires and Key Leaders in Corporate & Investment Banking Group
These new leaders will strategically grow client relationships through deeper industry expertise and broader corporate finance and advisory capabilities.
10/13/2022
Financial Advisors Howard Woo and Luke Schell join UBS Wealth Management in Irvine
Howard and Luke are valuable additions to our Irvine office, adding experience, integrity, and collaboration to our existing strong culture of success.
10/13/2022
Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors
Former Envestnet and Pershing Executive and Board Member of Cetera, Orion, Cerity Partners and Vestwell Joins Forces with Docupace to Support Continued Robust Growth
10/13/2022
Dan Hayes Joins Argos Wealth Advisors
In this role, Hayes leads a team responsible for providing clients with proactive, highly personalized advice across investment management, wealth planning and financial services.
10/13/2022
TD Bank Names Chief Operating Officer
Boyle will be responsible for scaling the bank’s operations to support its growth priorities
10/13/2022
Journey Strategic Wealth Welcomes Three New Financial Advisory Teams
Onboarding these diverse advisory teams enables Journey to reach a 50/50 sp