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People Moves

01/19/2023

Independent Wealth Management Firm, Sentinel Trust Company, Announces the Promotion of Three New Managing Directors

The company focuses on delivering personal attention to each family to meet their distinctive needs and complex challenges.

01/19/2023

Orion Welcomes Industry Veteran as Executive Vice President of Wealth Management Sales

McCarthy will lead Orion’s Wealth Management Sales and Strategic Relationships teams.

01/19/2023

M&T Bank Corporation Elects Carlton J. Charles to Board of Directors

Mr. Charles also leads insurance operations for the company

01/18/2023

Berkshire Hills Bancorp Names New Executives

James "Jim" Brown Named Senior Executive Vice President, Head of Commercial Banking Philip Jurgeleit Named Executive Vice President, Chief Credit Officer

01/17/2023

KKR appoints executive advisor

We are excited to welcome Tim as an Executive Advisor to our team

01/17/2023

BlackFin Group hires Todd Luhtanen as COO

In his new role at BlackFin, Luhtanen will manage the firm’s day-to-day operations and the expansion of its services and software.

01/16/2023

Seven-Member Wealth Management Team Joins First Republic

Team Is Led by Brenda Travaglini, Michael Corcoran, Dennis Murray and Dan Gallagher

01/16/2023

Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team

The team reports to Michael Armondo, Central Division Director.

01/16/2023

Covenant Capital Group Promotes Molly Viola to Vice-President of Asset Management

In this role, she will work closely with third-party property management companies to ensure properties are performing up to expectations.

01/16/2023

Citi Board Elects Casper W. von Koskull to Board of Directors

Mr. von Koskull most recently served as President and Group Chief Executive Officer of Nordea Bank Abp, one of Europe’s largest financial institutions.

01/13/2023

Piper Sandler Expands Investment Banking Team

Jain holds a bachelor’s degree in economics from Tufts University.

01/13/2023

ICapital preps tech hiring spree

The team is dedicated to providing cutting-edge technology

01/13/2023

JPMorgan hires from rivals to boost corporate banking in Europe

The latest hires are part of a push by JPMorgan to do more business with smaller corporate clients abroad

01/13/2023

Aeolus hires former Elementum exec into US unit

Somers will be based in the US and report to Aditya Dutt, partner and president.

01/12/2023

Newton appoints co-heads to £11.9bn real return strategy

Andy Warwick and Aron Pataki will lead a team of eight on the £11.9bn BNY Mellon Real Return strategy, with an average experience of 13 years.

01/12/2023

Merrill Lynch names wealth management adviser

A CFP certificant, Brian looks forward to helping clients develop a personalized financial plan and investment approach.

01/12/2023

Raymond James continues expansion of Healthcare Investment Banking Practice, hires three senior bankers

All three are seasoned investment banking professionals with at least 15 years of healthcare investment banking experience.

01/11/2023

Lombard Odier Group reinforces team in Brazil with top-level hires

With almost 30 years of experience in the Brazilian financial market, Rogerio Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the Executive Committee.

01/11/2023

Blackstone Expands Leadership Team in Growing Private Credit Business

The new leadership roles correspond with the significant expansion of Blackstone Credit, where total assets under management have grown 135% over the past five years to $234 billion.

01/11/2023

Gen Re Life names Chandrasena as President & CEO

Before joining Gen Re, his last role at Swiss Re was to lead its North America Inforce Management function.

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