03/16/2023
Raymond James adds Wells Fargo team with $450 million in assets
The father-son pair, David and Paul Gwidt, will operate as Gwidt Wealth Management Group in Racine, Wisconsin.
People Moves
03/15/2023
Fox Rothschild Announces New Firm Leadership
In his legal practice, he has more than two decades of experience representing health care providers, including physicians, medical group practices, hospitals, ambulatory surgery centers, diagnostic testing facilities and other health care practitioners s
03/14/2023
Canaccord Genutiy Group Inc. Announces Resignation of Board Members
New Special Committee to Continue Mandate Currently in Progress Evaluating Management Group Bid
03/14/2023
Silicon Valley Bank gets a new boss as former CEO and CFO are sued for fraud
New CEO Tim Mayopoulos said the bank is “conducting business as usual”.
03/14/2023
Truist Names Head of Investment Banking Arm
The leadership change comes during a momentous time for the country’s banking sector, with President Biden on Monday trying to reassure Americans the industry was safe following two high-profile bank failures.
03/13/2023
Fieldpoint Private Adds Chelsea Jones as Firmwide Director of Treasury Management
New leader strengthens fast-growing, private banking firm
03/10/2023
Sanctuary Wealth Accelerates Growth Strategy with Addition of David Vaughan as Chief Financial Officer
Seasoned CFO Brings Unparalleled Expertise in Corporate Finance Strategies That Drive Scale, Simplify Processes and Empower Organic and M&A Growth for Independent Wealth Management Enterprises
03/10/2023
Nick Donovan joins Socium Fund Services as General Counsel
Socium bolsters leadership team with key hire
03/10/2023
Lincoln Financial Network welcomes pair of Heritage Financial Consultants financial professionals
With more than 30 years of combined planning experience and more than $200 million in client assets managed over their careers, duo looks to tap into the power of the LFN community to grow their practices and enhance client service.
03/10/2023
Heritage Appoints Paul Whiting to Board of Directors
Whiting brings decades of public company experience
03/09/2023
IQ-EQ appoints new Global Head of Private and Institutional Asset Owners
Previously, Ilias was Global Head of Relationship Management, Sales and Marketing at Alter Domus
03/09/2023
TD Bank Group Announces Senior Executive Team Appointments
Her strong knowledge of market opportunities and the competitive operating environment will help drive the next phase of growth for both the Canadian Business Bank and our customers.
03/09/2023
John Jonson Joins Ionic Partners as Principal, Capital Formation
Ionic Partners, a pioneer in investing in and operating Second Chasm software companies, announces the appointment of John Jonson as Principal, Capital Formation.
03/08/2023
Senior Credit Suisse LatAm private banker departs Zurich office
Arlene Schuchard Steffen was catering to clients in Mexico.
03/08/2023
Nicolas Burnet joins Sompo International as Chief Financial Officer
Mr. Burnet takes over from Michael McGuire
03/08/2023
Barbara Ziegler and Tim Quagliarello Join Franklin Templeton as Client Advisors, US Institutional
Barbara and Tim bring a wealth of expertise and experience in helping institutional investors
03/07/2023
NewEdge Wealth Continues Strategic Growth, Names Hunter Gehring as Principal
Arkansas-based advisor joins firm, expanding nationwide presence
03/07/2023
Noted Financial Advisors Join Insigneo From Morgan Stanley
International wealth management firm continues to add leading financial advisors to meet a growing demand for its services
03/07/2023
Solomon Partners Launches Technology Investment Banking Group With Hiring of Joseph Watson
Creating and building out Solomon’s tenth vertical is part of the firm’s mission to continue to strategically expand and diversify its platform.
03/07/2023
FLX Networks Names Industry Vets To Advisory Board
“With their distinguished and distinct backgrounds, both Kimberly and Brett bring the varied expertise necessary to realize our mission.