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People Moves

12/22/2023

Macquarie Asset Management makes strategic hire to support growth of Private Credit business

He rejoins Macquarie Asset Management from Audax Private Debt, where he oversaw the insurance solutions efforts across the company’s private debt platform and expanded investor relationships on a global basis.

12/22/2023

FINRA Names Feral Talib as Executive Vice President and Head of Surveillance and Market Intelligence

Talib will lead FINRA’s efforts to enhance this strong foundation of surveillance excellence, with a focus on continuous innovation.

12/22/2023

CI Financial Announces that Darie Urbanky, President, Chief Operating Officer and Head of Asset Management, to Retire in 2024

Effective January 1, 2024, Marc-André Lewis, Chief Investment Officer of CI GAM, will assume the role of co-head of CI GAM. Mr. Lewis will retain his current responsibilities as CIO.

12/21/2023

Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform

He reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.

12/21/2023

J.P. Morgan Asset Management appoints a new member for Canada Advisor Business Jay Rana joins J.P. Morgan Asset Management in Canada

In this new role, he will be responsible for bringing J.P. Morgan Asset Management's industry leading global alternative investment capabilities to financial advisors across the country

12/21/2023

QBE Re bolsters leadership with new underwriting and analytics chiefs

His role at QBE Re involves overseeing underwriting operations across the board.

12/21/2023

Tammy Kiely Joins Evercore as Senior Managing Director in the Technology Investment Banking Practice in Menlo Park

She held a variety of roles at Goldman Sachs, including global head of the semiconductor and autotech investment banking practice and co-head of TMT investment banking services.

12/21/2023

Acadian Asset Management Appoints Chief Executive Officer

Young will retain her seat on the Acadian Executive Committee.

12/20/2023

Truist Appoints New Head Of Wealth Management

He previously served as head of wealth and institutional advisory solutions where he was responsible for Truist Wealth Advisors, Specialty, and Institutional groups.

12/19/2023

Bridgeworth and Savant Congratulate Five New Member-Owners

Their promotion reflects their dedication to the firm, its clients, and their leadership within the industry and community.

12/19/2023

LPL Financial Welcomes Best Wealth Management

The team reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.

12/19/2023

Goldman Sachs names Rivera as co-head of Latin America-memo

Rivera will run the bank's Latin America business alongside John Greenwood

12/18/2023

Kingswood U.S. Welcomes New Senior Research Analyst Karen Sterling Amid Rapid Expansion

New York-Based Biochemist and Molecular Biophysicist Joins Team as Senior Advisor Supporting Expansion into Healthcare, Biotechnology Sectors

12/18/2023

Frederick O. Terrell to join the Corporate & Investment Bank as Vice Chairman of Investment Banking

He will serve as a member of CIB’s senior leadership team delivering strategic

12/15/2023

Former First Republic Wealth Boss Exits JPMorgan With Plans for RIA

The timing of the exit likely coincides with the expiration of a retention agreement Thornton signed shortly after the deal, they added.

12/15/2023

Cetera Welcomes $148 Million AUA Advisor to Cetera Advisors via Wilde Wealth Management Group

Bair's affiliation marks the latest addition to a growing list of successful affiliations for Wilde Wealth Management Group in 2023.

12/14/2023

Guggenheim Securities Hires Brent Surber to Strengthen its Capital Markets Capabilities

We are excited to welcome Brent to Guggenheim Securities

12/14/2023

Michael Lynch, Veteran JPMorgan and Goldman Sachs Banker, Joins Foros as a Managing Director

Michael has built and run businesses for JPMorgan Chase & Co. and Goldman, Sachs & Co.

12/14/2023

Citi’s Mark Mills to Depart After 23 Years in Latest Wealth Exit

Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.

12/14/2023

BofA's former head of wealth, private bank Keith Banks to retire

Banks currently serves as vice chair and chief investment officer for the lender's pension and benefits plan investments.

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