04/28/2022
Everest boosts Canada expertise with two promotions
Lewis has been an “integral part” of Everest’s Canada operation expansion and establishing Everest as a market leader
People Moves
04/28/2022
Wilmington Trust Adds Skip Stern as Senior Private Banker to New York City Office
In his role, Stern is responsible for helping to meet the complex financial needs of clients throughout New York City
04/27/2022
BMO’s head of private wealth retires after 21 years
Bank of Montreal spokesperson Jeff Roman said in an e-mail the bank has not yet named a replacement for Mr. Auerbach, and BMO Private Wealth’s senior leadership team will report on an interim basis to Deland Kamanga, group head of BMO Wealth Managem
04/27/2022
TowerBrook Capital Partners Appoints Andy Kalbaugh to its Management Advisory Board
Mr. Kalbaugh has over thirty years’ experience in the financial services industry.
04/26/2022
BNY Mellon Names CEO of Securities Services and Digital
Mr. Regelman commented "BNY Mellon sits at the intersection of trust and innovation, and we embrace this responsibility with great accountability, transparency and integrity. I am looking forward to continuing to help clients bridge the traditional-
04/26/2022
Northern Trust Appoints Senior Managing Director to New York Wealth Management Team Anne Fitzpatrick Donahue assumes role in Greater New York
Donahue is a CERTIFIED FINANCIAL PLANNER™ and received an MBA in International Finance and Economics from New York University and a BA in Economics and French from Providence College.
04/26/2022
Leading Private Equity Practitioner Joins Dechert
Mr. Cosgrove is admitted in New York and New Jersey. He received a law degree from Rutgers University School of Law.
04/26/2022
The National Capital Bank of Washington Appoints President
The National Capital Bank of Washington, a wholly owned subsidiary of National Capital Bancorp, Inc. (OTC Pink: NACB), was founded in 1889 and is Washington’s Oldest Bank.
04/26/2022
Snowden Lane Partners Adds $350 Million Advisor Team to Continue Strong International Momentum
Former Fieldpoint Private Advisors, Andrew Randak, Nicole Boutmy de Katzmann and Kristian Sedeño, Join Snowden Lane Partners
04/26/2022
Tom Hamilton joins Bite Investements as CIO
“Bite has a unique business model and value proposition for investors,”
04/22/2022
Attain Partners promotes Ellen Walsh to partner
"We are pleased to welcome Ellen to the partnership. She has been instrumental to our company since its founding and has played a critical role in the company's growth, impact, and history,"
04/22/2022
Jay Bhutani named President of Raintree Wealth Management
He joins RWM with over 25 years of expertise in investment and wealth management
04/21/2022
SEI Appoints Board of Director
Senior Technology Leader Brings Deep Expertise in Digital Transformation for Wealth Management
04/21/2022
Philip Jodz Joins Fiduciary Trust International as Senior Relationship Manager in Radnor Office
Firm Continues to Expand its Presence in the Philadelphia Area and Beyond
04/21/2022
Three Advisors with Combined $546 Million in Assets Move Their Businesses to Ameriprise Financial Institutions Practice
The former Securian Financial Services advisors joined Springs Wealth Group in Colorado Springs
04/20/2022
Franklin Templeton Hires Industry Innovator
Kaul to Provide Advisory Consulting and Thought Leadership as Part of the Franklin Templeton Institute
04/20/2022
Kyle Caouette Joins Parallel Advisors
Nationally recognized financial advisor, Kyle Caouette, CFA®, CFP®, has joined Parallel Advisors as a Wealth Advisor/Shareholder
04/20/2022
BNY Mellon Wealth Management Named Senior Client Strategist in Seattle
He joins BNY Mellon Wealth Management from Wells Fargo
04/20/2022
Retired JP Morgan CIO joins ASA board
Asa is creating a new path forward in financial services
04/19/2022
Tim O’Hara to Join Corporate & Investment Bank as Head of Banking; Rob Engel Named Chairman of Banking
He joins Wells Fargo from BlackRock where he served as Global Co-Head of Credit since 2017.