08/29/2023
Raymond James adds $2.6B team from Securian
San Ramon, California-based Summit Financial Group includes 16 financial advisors.
People Moves
08/28/2023
Silicon Valley Bank Appoints Head of Global Payments, Head of Global Digital Solutions
The new leaders will further SVB’s commitment “to innovative products, client solutions and exceptional client experience.
08/28/2023
Valify Announces Executive Appointments
Formerly with HCA Healthcare, Ms. Burns led information technology initiatives for CereCore and Sarah Cannon Research Institute.
08/25/2023
Guggenheim Investments Announces Appointment of Bryon Willy as Director of Consultant Relations
He will report to Chris Parisi, the firm’s Head of Distribution.
08/25/2023
JP Morgan head of convertible bonds retires
Hart Woodson
08/25/2023
TD Bank Group Announces New Appointments to Board of Directors
Keith joins TD's Board after an impressive 27-year career at First Nations Bank of Canada
08/25/2023
Frances D’Alessio and William Yeskel Join PanAgora Asset Management
We are delighted to welcome Frances and Bill to PanAgora.
08/25/2023
Modern Wealth Management Appoints Shad Besikof, Danny Henneghan, Casey Harrison to Partnership Development Team
Seasoned industry professionals bring deep expertise across mergers and acquisitions, wealth management and project management to the national RIA
08/24/2023
Canter Steps Down as President of Bluespring
David Canter will transition to a senior strategic advisor role, while Bluespring conducts a search for a new president.
08/24/2023
Santander hired Credit Suisse FX head
In July, Jose M. Linares, the head of Santander's corporate and investment bank, said he planned to hire 150 bankers
08/23/2023
Doug Puckett Joins Leon Capital Group as Chief Administrative Officer
Prior to joining Leon Capital Group, Doug was the National Leader of the Private Equity Practice at Deloitte Tax.
08/23/2023
Vestwell appoints first chief strategy officer
She also held similar roles at two other startup companies before joining Securitize.
08/22/2023
Compre hires four claims analysts from RiverStone
Kim Barber, who brings 28 years of industry experience, the last 12 working in RiverStone’s claims division.
08/22/2023
Mosaic bolsters cyber division with hire from Axis
DeLong said: “We’re thrilled to welcome David to Mosaic as we ramp up our US cyber platform and position to become a dynamic leader in this challenging space."
08/22/2023
Ex-Credit Suisse Oil and Gas Banker Joins RBC
He also becomes RBC Capital Markets vice chairman
08/22/2023
Morgan Stanley Reels In Two Merrill Lifers with $4M Combined Revenue in Florida
Baggett moved with client associate Tonya R. Estes and Clay moved with client associate Beth Ann Navarrete.
08/22/2023
Citigroup mulls plan to remove leadership layer at its largest unit
Citi has been working to simplify its structure.
08/22/2023
Wealthspire Advisors Appoints Amanda Phillips-DeSaverio, Adds Denver Office
Amanda Phillips-DeSaverio, CFP® brings approximately $60 million in AUM and 30 clients
08/17/2023
Financial Gravity Welcomes New Family Office Director
Boasting over a decade of experience in tax accounting, she holds a distinguished Bachelor's degree in Public Accounting and Business Administration, having graduated summa cum laude with distinction.
08/17/2023
Apollo's Atlas venture just hired a Credit Suisse tech MD
Alongside Lipeles, other recent recruits include Ahmet Goral, a former Credit Suisse software engineer and Chris Sawyer, a former Credit Suisse VP in product control.