04/20/2023
Everest Re’s Mulray becomes president of North America Insurance
Mulray most recently served as global chief operating officer for Everest Insurance.
People Moves
04/19/2023
InvestCloud CEO John Wise steps down
The Board also has initiated a comprehensive search for a permanent Chief Executive Officer.
04/19/2023
Julius Baer appoints Office Head and hires team to drive expansion in Rio de Janeiro
Julius Baer, the leading Swiss wealth management group, is further reinforcing its local operations in Brazil by hiring a highly experienced team spearheaded by Olavo Pereira who will be appointed as Office Head Rio de Janeiro.
04/19/2023
Chestnut Advisory Group Expands Asset Manager Consulting Expertise
Ravi Venkataraman Joins as Managing Partner
04/18/2023
Lazard Welcomes Two Managing Directors in Restructuring & Capital Solutions
Sanjeev is based in New York and joins Lazard from FTI Consulting, where he most recently served as Head of Senior Lender Advisory.
04/18/2023
Bernstein Private Wealth Management appoints Head of Investment and Wealth Strategies
He will lead a national team of strategists across investments and wealth planning
04/18/2023
IQ-EQ appoints regional CEO, Americas
Matt previously led Greyline Partners LLC, a regulatory, compliance and governance consultancy that was acquired by IQ-EQ in November 2021.
04/18/2023
Former AssetCo head of distribution Gary Collins joins Door
Head of clients, global ex North America
04/18/2023
Changes within the Executive Management Team
He will remain as a member of the Executive Committee of TBC PLC.
04/18/2023
EdenTree names head of corporate responsibility and charity partnerships
The internal team, led by Leonora, have an important role in holding us accountable to the same high standards we expect from our investee companies
04/18/2023
Michael Cella joins Oppenheimer as head of consumer in the United States
Cella will join Oppenheimer with nearly 20 years of banking experience.
04/18/2023
Hub bolsters private client practice
Brokerage giant adds two veterans to practice
04/17/2023
BNP Paribas Names José Placido and Jean-Yves Fillion; HSBC Promotes Vis Nayar
In addition, Marianne Thiery was appointed to the roles of Chief Administrative Officer (CAO) and Chief Compliance Officer (CCO) for BNP Paribas USA and CIB Americas.
04/17/2023
Oppenheimer Hires Michael Cella As U.S. Head of Consumer
Cella joins Oppenheimer with nearly 20 years of banking experience.
04/17/2023
Bernstein Private Wealth Management names Chief Investment Officer, Head of Investment and Wealth Strategies
He will be responsible for Bernstein's investment partnerships and other outside managers across traditional and alternative asset classes.
04/17/2023
Harbourfront Wealth Promotes Kim Thompson Ahead of Anticipated Growth Wave
Recently appointed to Chief of Staff, in her new role, she will continue to oversee core facets of the business.
04/17/2023
iA Private Wealth welcomes new president
Dynamic Funds veteran takes executive role
04/17/2023
Daniel P. Trudo Joins Peapack-Gladstone Bank as Senior Managing Director, Commercial Private Banker
He recently served as Vice President, Senior Business Banker at Capital One Ban
04/14/2023
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin
Data Insights Platform provider expands internal team to support continued growth
04/14/2023
Cooley Appoints New Leadership in New York
A veteran litigator and firm leader, Ian has represented every type of company in nearly every type of case and has extensive experience representing technology sector clients.