11/16/2023
Andrew Forrest charges into asset management with Fortescue Capital
Based in New York, Fortescue Capital will be led by Robert Tichio, who spent more than 17 years and raised about $US43 billion at private equity firm Riverstone Holdings.
People Moves
11/16/2023
Maya Joelson Joins Savvy Advisors as Founding Principal Wealth Manager and Global Investment Strategist
The Harvard-trained economist will lend her international markets insight to help the firm’s clients achieve their long-term financial goals
11/15/2023
Leading litigation partner Joseph Adams joins Dentons in Honolulu
Adams defends premises owners, subcontractors, manufacturers and distributors of various products, ranging from Fortune 500 companies to small businesses.
11/15/2023
BlueFlame AI Expands Executive Team with Four Strategic Appointments
Following its 2023 launch, BlueFlame is working with hedge funds, private equity firms and other alts to drive maximum operational impact
11/15/2023
LPL Financial Welcomes Financial Advisor Kane Vines
Looking to elevate his clients’ experience along with his desire to move to independence, Vines said LPL was the clear standout as the best fit for his business and his goals.
11/15/2023
Nitrogen Appoints SaaS Veteran Zitting as CEO, Doubling Down on Plans to Help Wealth Management Firms Grow
Aaron Klein passes the CEO baton after 12 years leading the firm; will continue as board member and strategic advisor
11/14/2023
Bradesco Private Bank appoints Miami head of int’l sales
Mauricio Farias will lead and coordinate the Brazilian private bank’s commercial strategy, efforts and teams in both Miami and Luxembourg.
11/14/2023
Carta starts third round of layoffs in 2023
San Fransisco-based Carta has previously made layoffs in January and July of 2023.
11/14/2023
Cetera Wealth Management introduces a new adviser
An established adviser joins Evershore Financial Group, part of Cetera, after leaving LPL Financial.
11/14/2023
Wealth Solutions Report Welcomes Brian Hamburger, Founder of MarketCounsel, To Editorial Advisory Board
Hamburger is the founder, president and CEO of MarketCounsel Consulting and founder and chief counsel of the Hamburger Law Firm
11/14/2023
Adjusted for Risk: Uncovering the Expectations of Millennial Investors
Van Leeuwen & Company's Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.
11/14/2023
William Sauers joins Cetera Advisor Networks
Experienced advisor moves from LPL Financial to join Evershore Financial Group
11/13/2023
Snowden Lane Exceeds $1B in Recruited Assets in 2023
Jones left Merrill on Friday, after a decade at the wirehouse.
11/13/2023
BTIG Expands SPAC Capital Markets Coverage with Edward Kovary Jr.
Mr. Kovary will help lead the firm’s SPAC advisory services
11/13/2023
CACI Names Senior Vice President of Corporate Strategy and Development
Tanya is a recognized expert in defense technology acquisition.
11/13/2023
Catherine O’Malley Kearney To Lead Key Private Bank
Jeff Douglas To Lead KeyBank Institutional Advisors
11/10/2023
Cambridge Hires Former LPL Exec to Boost Acquisitions
Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.
11/10/2023
Jason Birnbaum appointed President of the Private Bank at Flagstar Bank, N.A.
Eric Howell to transition to a Non-Executive Advisory Role
11/10/2023
Goldman Sachs' new MDs include this cluster of technologists
The final new Texas MD is Abhishek Rai, who has spent eight years at Goldman working in global investment research technology.
11/10/2023
Variant Investments Names Chief Operating Officer
Combs joined Portland, Oregon-based Variant on Oct. 30