04/28/2023
Financial Gravity Welcomes New Family Office Director John Walters
John is an Enrolled Agent, Certified Tax Coach, Best Selling Author, Instructor, and Speaker at the firm LeWalt Consulting Groupe, LLC, located in St. Petersburg, Florida.
People Moves
04/28/2023
Two more advisors leave First Republic for RBC
Troubled bank continues to haemorrhage assets
04/27/2023
Senior Citi banker departs shortly after report of Epstein meetings
On April 18, a federal judge had ordered JPMorgan CEO Jamie Dimon to set aside two days for depositions
04/27/2023
Moelis & Company Announces the Significant Expansion of its Technology Investment Banking Franchise
Appoints Jason Auerbach as Global Head of Technology Investment Banking
04/27/2023
Advisor Who Joined First Republic Last Month Returns to Morgan Stanley
J.P. Garofalo and his team left Morgan Stanley in early March for now-troubled First Republic, taking $1.2 billion in assets.
04/26/2023
SouthState names Consumer and Small Business Banking, Government Guaranteed Lending and Premier Private Client Group Leaders
Chris Kamienski is named head of Consumer and Small Business Banking.
04/26/2023
Fast Growing Dynasty Financial Partners Welcomes Andrew Marsh
Andrew Marsh will be joining Dynasty as the first Executive-in-Residence.
04/26/2023
Flenorl Joins Renasant Boards
Flenorl is an active community leader in Memphis
04/25/2023
Northern Trust Announces New ACTEC Officers, Fellows
With their appointments, Northern Trust now has 17 ACTEC Fellows.
04/25/2023
Fiduciary Trust Names Head of Wealth Management
He also leads the recruitment and development of its industry-leading professionals who bring the best that the company has to offer to each client relationship in a personalized manner.
04/25/2023
UBS hires Barclays executives to beef up investment banking in U.S.
Hinton served as co-head of Americas M&A, while Anthony is a managing director in the consumer retail group.
04/24/2023
BMO Announces Executive Appointment
His appointment is effective June 1, 2023.
04/24/2023
Baton Rouge native brings extensive financial experience to new role at Raymond James
Andrews is a graduate of Louisiana State University with a bachelor of science in finance.
04/21/2023
Sanctuary Wealth Poaches Carson Counsel, Reprises CCO
Former Carson Wealth lawyer Kevin Miller is joining Sanctuary, while a former CCO returns to his post at the firm after a leave of absence.
04/21/2023
London & Capital names RM head for US family office
Clients will benefit from her experience assisting US expats as they navigate the complexities of cross-border financial management.
04/21/2023
Candriam Appoints New Chief Investment Officer and Global Head of Fixed Income
He will be based in Brussels, one of Candriam’s four investment centers.
04/21/2023
Chubb Appoints North America Business Development Leader
Camp will report to Rob Poliseno, Chief Operating Officer, North America Field Operations.
04/21/2023
BMO Announces Executive Appointment
His appointment is effective June 1, 2023.
04/20/2023
FV Bank names Luz Mabel del Valle chief risk officer
Del Valle brings over twenty years of multi-faceted expertise in bank operations, risk analysis, and management.
04/20/2023
Sompo appoints head of North America Reinsurance
It has been a great pleasure working with Steve over the past decade.