10/05/2022
Matt Toms appointed first global chief investment officer of Voya Investment Management
New structure will leverage the existing and experienced portfolio management talent across Voya IM
People Moves
10/05/2022
EF Hutton Expands Healthcare Investment Banking Division with Addition of Senior Leadership
The addition of Mr. O’Neill and Mr. Terranova comes after EF Hutton recently expanded its footprint in healthcare equity research with the hiring of Michael G. King, Jr. as Managing Director and Head of Healthcare Equity Research.
10/04/2022
Harbourfront names new SVP of Strategy and Advisor Services
Kim Thompson spearheads team that will assist in the following growth phase
10/04/2022
Lincoln Financial Group Names Industry Veteran Jim O’Boyle Senior Vice President, Life & Annuity Operations
O’Boyle brings more than two decades of leadership in customer experience and innovation to Lincoln Financial
10/04/2022
Calamos investments hires regional President of U.S Bank Joe Weidenbach as Head Of Wealth Management
Weidenbach will join later in October and assumes the position held by Joe Nader. "We thank Joe for his years of service and wish him well in his new endeavors," Koudounis said.
10/04/2022
Bernina Re hires from Kettle for new CUO
Prior to that, he was an underwriter and portfolio manager at Blue Capital Management, the Sompo International owned third-party reinsurance capital and insurance-linked securities (ILS) fund manager.
10/04/2022
Julius Bär Gruppe : Baer strengthens Region Americas with several appointments
These appointments underscore the Bank's growth ambitions and commitment to Region Americas.
10/04/2022
TD Bank Names Head of U.S. Credit Cards and Unsecured Lending
Fred's career includes time at Goldman Sachs
10/04/2022
TowneBank Promotes Dawn S. Glynn
Glynn has more than 35 years of experience in banking.
10/04/2022
D.A. Davidson Appoints Rory McKinney President of Equity Capital Markets
McKinney has over 15 years of experience at D.A. Davidson
10/04/2022
Steward Partners’ Wealth Head Exits
“We wish Doug every success in his future endeavors.”
10/04/2022
Michael Rubenstein Joins Pennington Partners as Director of Estate and Wealth Planning
A renowned estate planning attorney, Rubenstein will support Pennington's national network of ultra-high net worth families
10/03/2022
Credit Suisse exec exits with private bankers in tow
Wenceslao Browne, head of the Southern Cone region in Latin America, departed the firm this week along with a handful of private bankers.
10/03/2022
Fortitude Re appoints CEO
Neches joins from global investment firm Carlyle
10/03/2022
M&T Bank reports 325 layoffs in CT, plans to cut 333 more jobs
When they were originally announced, the layoffs were condemned by many elected officials including Tong, who also sent a related letter to M&T in August 2021.
09/30/2022
Santander Miami senior advisor duo exits for Merrill Lynch
Felipe Quintero Corredor and Juan Carlos Londoño have joined Merrill Lynch WM’s Brickell Avenue-based complex led by Andres de Corral, the firm’s Florida region managing director.
09/30/2022
$420 million advisor team joins UBS in Georgia
The team is led by Financial Advisors Todd Emily and Ashley Carney, and will be based in a new branch office location in Athens, GA.
09/29/2022
Wealth Enhancement Group Grows by Adding Bohmer Kilcoyne Wealth Management, a Hybrid RIA with $677 Million in Client Assets
This Addition Brings Wealth Enhancement Group's Total Client Assets to More Than $57.3 Billion.
09/29/2022
CapStar Announces R. Chuck Hunt as SVP, Correspondent Banking Relationship Manager
Chuck earned his bachelor’s degree from the University of North Alabama and is a graduate of the prestigious LSU School of Banking.
09/29/2022
Brookline Bank names Hingham resident David A. Bourret "Senior Vice President"
A long-time resident of Hingham, MA, Bourret holds a bachelor’s degree of science in finance from Boston College.