09/13/2022
Glenmede Appoints Wealth Advisor
Ms. Becker Joins Glenmede with Deep Expertise in Legal and Estate Planning
People Moves
09/12/2022
Lazard appoints Managing Director and Vice Chairman of U.S. 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.
09/12/2022
LCR Capital Hires Nadine Orosa in Dubai
She joins LCR from Sanctuary Services and RIF Trust/ Latitude
09/09/2022
Financial Services Veteran Joins Sanctuary Wealth as Chief Investment Strategist
Widely respected former BofA Merrill Research leader brings additional fiduciary support and investment insight to Sanctuary advisors and their clients
09/09/2022
Rockefeller Capital Management appoints Head of Strategy
He will be a member of Rockefeller’s Management Committee
09/09/2022
INSTANDA appoints Chief Financial Officer
She will be responsible for optimising the business, developing finance and business strategies that further strengthen INSTANDA’s growth, and partnering with the company’s management team
09/09/2022
Burns & Wilcox promotes trio of executives
Evan Hudson, senior commercial underwriter, is promoted to commercial manager, contract/binding markets, where he leads contract binding relationships for the San Francisco office.
09/09/2022
MAI Capital Management Taps Colter Lewis to Grow Its National Wealth Management Platform
As President of Wealth Management, Lewis will support MAI’s continued national expansion and ongoing delivery of comprehensive wealth management services
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.
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