09/09/2022
Vestmark Expands Leadership Team, Naming CEO
Roessner will work closely with Mike Blundin, newly named President and COO, to drive the company's growth and help lead the wealth management industry into the future.
People Moves
09/08/2022
Churchill Hires to Lead Secondaries Strategy
Seasoned Executive Joins as Head of Secondaries to Capture Growing Market Opportunity
09/08/2022
J.P. Morgan Wealth Management Appoints New Chief Marketing Officer
J.P. Morgan leaders announced major investments in the Wealth Management business earlier this year
09/08/2022
Northern Trust Appoints Phoenix Region President
He will oversee the growth and development of the Phoenix and Scottsdale markets alongside a tenured team of wealth management leaders
09/08/2022
Morgan Stanley hires JPM Miami vet for $450bn wealth unit
Over his 17-year career with JP Morgan, Camara specialized in emerging market fixed income investments
09/07/2022
First Republic Appoints to Board of Directors
He has led Google's global Devices & Services product area since 2016.
09/07/2022
Who's Moving Where In Wealth Management? – Raymond James
The latest wealth management moves in North America.
09/07/2022
Parcion Private Wealth Welcomes Tim Bond as Director of Investment Operations and Portfolio Management and Stacee Kratovil as Senior Family Advisor
He will handle day-to-day portfolio management, overseeing investment and trading strategies for the firm’s clients.
09/07/2022
Wells Fargo Hires JPMorgan Duo With $580M in Assets
They generated annual revenue of more than $7 million at J.P. Morgan.
09/07/2022
Zaman Toleafoa joins Brunswick Group as a Partner
Brunswick further strengthens its global Financial Institutions Group.
09/07/2022
Truist names chief financial officer
"Our teammates, clients, investors and communities are excited by Truist's purpose and potential, and I look forward to serving them as CFO,"
09/07/2022
Mattamy Asset Management Appoints New Board Member
Seasoned executive joins Board of parent company of North America's largest privately owned homebuilder
09/06/2022
Eric Heaton Joins Rockefeller Capital Management as Head of Strategy
Fleming added that Heaton “exemplifies the best-in-class talent we’re gathering at every level of Rockefeller. We’re delighted he’s chosen our firm as his place-of-choice for continuing his career.”
09/06/2022
Timothy Donahue Joins Lazard as a Managing Director and Vice Chairman of US Investment Banking
He will collaborate with the Capital Markets Advisory Group, and Restructuring and Capital Solutions Group, to best serve corporate and financial sponsor clients.
09/02/2022
R&Q appoints chief claims officer for North America
“Creating a more efficient and specialised claims’ function is an important part of our objective to deliver best-in-class outcomes and become a more data focused and scalable Legacy solutions provider. Hillary’s strong technical claims
09/02/2022
Morgan Stanley Welcomes Back UBS Brokers with $6.3M Combined in NY, MD
In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS
09/02/2022
Janus Henderson bolsters fixed income team with senior appointments
The firm has announced its plans to promote four Citywire-rated fund managers within its fixed income department, effective from the 1st October.
09/02/2022
Weidman steps down from Utah captive division
The UID said that it is very thankful for his diligent work and service to the department during his time and wishes him well in his new ventures.
09/02/2022
Porsche Consulting names Gregor Harman head of North American operations
Based in Porsche Consulting Inc.’s Atlanta headquarters, Harman today succeeds BCG alum Jared Feiger, who led the consultancy for a little over a year.
09/01/2022
UBS Private Wealth Recruits Advisor From Wells Fargo
She was formerly with Wells Fargo Clearing Services LLC in San Diego, and according to Wealthminder, manages over $692 million in client assets.