06/13/2023
Hightower Partners With Team of Wealth Management Professionals to Form Presidio Wealth Partners
"At Hightower, we talk a lot about "well-th"—the concept that wealth encompasses more than money,"
People Moves
06/13/2023
LPL Welcomes Florida-Based Independent Practice Van Buren Wealth Management
"We have the privilege to walk alongside hundreds of clients — from teachers to engineers to executives."
06/13/2023
Citizens Accelerates Private Banking with Addition of Multiple Teams
These new teams will also help accelerate Citizens’ geographic growth plans in key markets
06/13/2023
CoastalOne Appoints Wealth Management Industry Leader Kevin Keefe as Chief Executive Officer
"I'm thrilled to be here at CoastalOne and excited to work with its new ownership to implement a dynamic vision and growth strategy for the future."
06/13/2023
Fund distributor AMCS boosts LatAm sales team with hire
The AMCS Group has hired Sebastian Araujo in Uruguay to shore up fund sales coverage of its team in the region.
06/12/2023
Bank of Greene County brings on new hire to start private banking business
The private bank is designed to provide personalized, 24/7 concierge-level banking services
06/12/2023
Breana Cole joins UBS Private Wealth Management in Boston
Prior to joining UBS, she spent 10 years as a Financial Advisor at Bernstein Private Wealth Management after starting her career at IPS Strategic Capital.
06/09/2023
Pictet LatAm wealth head to step down, replacement named
Alberto Valenzuela is taking on a new non-executive role at the firm at the start of next year.
06/09/2023
Bank of America promotes Bettamio to co-head of investment banking; Ahmad to co-head capital markets
The memo also outlined other personnel moves.
06/09/2023
Abacus Life Appoints New Managing Director
Sawuk brings nearly 20 years of experience in financial services and life settlements
06/08/2023
Partners Group is poaching at Goldman Sachs
The new additions are all in the Client Solutions division and are based out of the New York office.
06/08/2023
Julius Baer recruits two private bankers for Brazil biz
The group is continuing its hiring push for its Brazilian unit Julius Baer Family Office.
06/08/2023
Advisor managing $475 million at Bank of America Private Bank joins LPL
Amy Lawrence is launching Gorilla Investments Co. in Miami.
06/08/2023
Jefferies hires top Bank of America software banker
Eliasek's hiring will further boost the investment banking unit of Jefferies
06/07/2023
Abrdn hit with latest small-cap fund manager exit
US-based manager becomes third specialist equity investor to depart in short space of time.
06/07/2023
Ameritas Names New CEO, New President to start in 2024
Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president and chief operating officer.
06/07/2023
William Blair Adds Two Senior Hires to Growing Private Capital Advisory Team
“I’m thrilled to welcome Matt and Hudson to William Blair and the Private Capital Advisory team,”
06/06/2023
NewEdge Wealth Names 30-Year Veteran, Richard Ina, as Partner
His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.
06/06/2023
J.P. Morgan Asset Management Hires Interest Rates Expert
Experienced investor joins the firm from TD Securities
06/06/2023
Azqore names a new deputy CEO
He joined BNP Paribas in 1994