05/31/2023
JFS Wealth Advisors' New CCO Named a 30 Under 40 by Shenango Valley Chamber of Commerce
Chief Compliance Officer recognized for his professional achievements and community spirit
People Moves
05/31/2023
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Former Signature Bank team joins one of Atria's subsidiaries' largest branches, American Investment Planners, to continue growth momentum
05/31/2023
Lazard names new CEO
The Bermuda-based company’s current chief executive officer takes executive chair responsibilities.
05/30/2023
JERA Americas Names James Tinsley as Company’s First Chief Commercial Officer
In his new role, Tinsley will be responsible for all commercial functions for the Company
05/30/2023
JPMorgan to cut 1,000 jobs from recently bought First Republic Bank
The impacted jobs represent about 15% of First Republic’s workforce
05/30/2023
Top Chinese Bankers among Morgan Stanley's 3,000 Job Cuts
Morgan Stanley continues its job-cutting spree, with a particular focus on China.
05/29/2023
Co-Founder and COO Ed Swenson to Depart Dynasty
Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.
05/26/2023
Citi Private Bank names Brazil boss to lead new LatAm client unit
Eduardo Ventura is taking on a new role at Citi in Brazil after joining the group three years ago from Itaú.
05/26/2023
Jefferies boosts Miami wealth team with int'l advisor hire
Eric Anthony Platt, a former fund sales specialist for M&G, was hired by Jefferies this week for a wealth management post in Miami.
05/26/2023
Toby Glover appointed CEO of Schroders Wealth US
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
05/25/2023
AGF Management Limited Welcomes Ken Tsang as Chief Financial Officer
Industry veteran’s experience will be an asset to the firm’s future needs
05/25/2023
Shultz Group, A Merrill Team With $230M In AUM, Moves To Raymond James
Also a senior vice president, Anderson runs the investments side and said that the relationship with Raymond James would provide Shultz clients with “more robust client models.”
05/25/2023
Sanctuary Continues to Bring in Breakaways
Crescent Harbor Private Wealth is the 32nd Merrill Lynch Breakaway to Join Sanctuary; Sanctuary Affiliated Short Hills, NJ Firm Brings Aboard New Partner
05/24/2023
Goldman Sachs Asset Management Names Co-Head of Public Investing Group
Along with other changes, GSAM announced Tuesday that Greg Calnon will lead the $2.4 trillion business with Ashish Shah.
05/24/2023
ACA Group appoints chief executive
Olson succeeds former CEO Shvetank Shah
05/24/2023
Fifth Third Bank Names South Florida President
Green has spent her career with Fifth Third, having progressed through multiple leadership positions
05/23/2023
Northern Trust Appoints Patrick Cowan Chief Banking Officer for the West Region
Prior to that, Patrick was a partner at Northern Trust on the corporate banking team in Chicago and spent more than 15 years in commercial banking.
05/23/2023
IEQ Capital Strengthens its Family Office with Strategic Hire
Olsson joined IEQ Capital in 2021 to enhance its Family Office offering, and she continues to serve clients from the firm's San Francisco Bay Area office.
05/23/2023
Oakworth Capital Bank Names Leader Over Wealth Management and Advisory Services
Thirty-year veteran, Jason Pokrzywinski, to direct and broaden Oakworth's wealth management platform across all markets.
05/23/2023
Raymond James Hires Amerprise Fla. Team With $475M In AUM
In partnership with Raymond James, the Leeward Financial Group is excited to embark on a new path that allows us to leverage the flexibility of an independent platform