02/14/2023
Clearlake and Motive-Backed BetaNXT Names Chief Financial Officer
Appointment Enhances Leadership Team and Signals a Continued Focus on Operational Excellence
People Moves
02/13/2023
Leading Financial Advisor Joins Insigneo From Morgan Stanley
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients
02/13/2023
Lincoln Financial Group appoints new head of Group Benefit Claims
Christen joins the company from MetLife, bringing more than two decades of leadership and industry experience
02/13/2023
Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients
02/13/2023
Peter Cannava to Lead Multifamily Capital in the Corporate & Investment Bank
In his role, Cannava will oversee all teams that execute on government‑sponsored enterprise (GSE) financing for market rate apartments, affordable housing, manufactured housing, student housing, health care properties and senior housing developments.
02/10/2023
Northern Trust Announces New President of Asset Management Business
He will join Northern Trust’s Management Group and report to Chief Executive Officer Michael O’Grady.
02/10/2023
Angeles Wealth Management Names Chloe Wohlforth as Partner
One of the architects of Angeles Wealth’s client experience becomes firm’s youngest ever partner
02/10/2023
Vesttoo Appoints Capital Markets Executive as Head of North American Capital Markets
Mr. Rose will be responsible for leading the US-based Capital Markets team
02/10/2023
Billionaire Michael Spencer Taps Ex-AIG Boss to Run His Fortune
The NEX founder hired Ion Bogdaneris as CEO for his family office.
02/09/2023
Invesco CEO Marty Flanagan to retire after 18 years
His successor is named as Andrew Schlossberg, who was previously senior managing director, head of Emea
02/09/2023
Apple hires its first people officer in executive reshuffle
Apple is naming Carol Surface to the new role, CEO Tim Cook said in a memo to employees
02/09/2023
Mesirow Wealth Management Hires Andrew Mutlu as Part of Ongoing Growth Strategy
He has seven years of experience in the financial services industry.
02/09/2023
Alan Moore to Step Down as AdvicePay CEO
Once the company finds a new chief executive, Moore will become executive chairman of the board.
02/08/2023
Tennessee announces new captive insurance section director
In 2022, he left the Utah Insurance Department to start a business in contract insurance examinations and captive insurance consulting.
02/07/2023
Sanctuary Wealth Partner Firm G Squared Private Wealth Adds Advisor Brandi Cooper to Team
Senior Wealth Advisor joining from Morgan Stanley takes a high-touch approach to wealth management that meshes seamlessly with firm's culture
02/07/2023
Joe Duran to Leave Goldman Sachs
Dave Dase, head of franchise relationships, will take over for Duran, who will still work with the firm on a new coordinated effort to bring Goldman’s capabilities across divisions to the RIA community.
02/07/2023
Harvey Schwartz Named CEO of Carlyle and Member of the Board
Mr. Schwartz is the former President and Co-Chief Operating Officer of The Goldman Sachs Group
02/07/2023
Former Rogers CEO Joe Natale joins board of Sun Life Financial
Mr. Natale stepped in as Telus’s CEO in 2014, and led the company as it made key investments in its health care division, Telus Health.
02/07/2023
J.P. Morgan Advisors Woos $2-Mln Merrill Team in Boston
They report to Rick Penafiel, regional director for Boston, Miami and Palm Beach and mark at least the second Merrill team to join J.P. Morgan Advisors in as many months.
02/07/2023
Capstone Partners Aggressively Expands Debt Advisory Group
Addition of Two Senior Managing Directors and a Bolstered Execution Team Broadens Debt Capital Advisory Capabilities