07/04/2023
Impact management exec leaves Morgan Stanley’s Calvert team
The departure comes following the announcement in May of 3,000 job cuts across the bank.
People Moves
07/03/2023
Northern Trust Appoints Senior Wealth Strategist
Calcagno brings more than 35 years of experience in the wealth management industry, with an emphasis on working with new clients and offering holistic financial services.
07/03/2023
UBS recruits 50 financial advisors to help with clients’ wealth management
With the Credit Suisse deal, UBS became the world’s second-largest wealth manager.
06/30/2023
Oppenheimer hires Merrill int'l advisor vet for Miami-area office
Tatiana Zurek made her move to Oppenheimer and Co's wealth management business last week after more than 23 years with Merrill Lynch.
06/30/2023
Barclays Appoints Senior FIG Investment Banker in the US
Rabun joins as Head of Asset and Wealth Management North America within the Financial Institutions Group; appointment strengthens Barclays’ global team in this important sector
06/30/2023
Bank Of America's Recent Executive Changes Amid Global Investment Bank Revamp
The firm named Patrick Law as the head of the region's fixed income, currencies, and commodities trading, and Neelkanth (Piddi) Parekh was appointed head of sales for the division.
06/30/2023
Trevor Bacon hired by Tompkins Community Bank
Founded in 1836, Tompkins Community Bank serves the Central, Western, and Hudson Valley regions of New York, and the Southeastern region of Pennsylvania.
06/30/2023
Trinity Capital Appoints Ghannam Managing Director of Tech Lending in New York
Prior to his tenure at Pacific Western Bank, Ghannam worked at Comerica Bank.
06/29/2023
Northern Trust Asset Management Announces Leadership Changes
The team will include equity trading, client portfolio management, index services, stewardship, and an expanded mandate for our Office of the CIO to cover performance monitoring and alpha enhancements across investment teams.
06/29/2023
CAFII appoints Manulife VP as board vice chair
He has served as board director since 2018
06/29/2023
Raymond James Names New Head of Advisor Inclusion Networks
The networks provide advisors with a forum for sharing resources, strategies and ideas to enhance their businesses and serve the communities they represent.
06/29/2023
Bank of America's Christine Katziff talks impact of three-decade partnership with UNC Charlotte
She joined the board in 2019 and was recently reappointed to serve a second term starting July 1.
06/29/2023
U.S. Bank Names Jimmy Whang as Head of Commercial Products, Effective on June 30, 2023
In this role, he oversaw the bank's corporate and municipal bond origination, sales, and trading activities.
06/28/2023
New senior risk director at The Related Group
He joined the company as risk manager in May 2017 before being promoted in March 2021, also in the Miami/Fort Lauderdale Area.
06/27/2023
Financial Advisors Mark Alibrandi and Stephen Alibrandi Join UBS Private Wealth in Boston
Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.
06/27/2023
Goldman Sachs taps former Bank of America executive Tom Montag for board
Montag, described by his peers as a hard-charging executive, was formerly a partner at Goldman Sachs and jointly led its securities division until late 2007. He was at the bank for 22 years.
06/26/2023
Daniel Lykken Joins American Business Bank as Regional Executive Vice President of the San Fernando Valley Office
“This region is a market anticipated for growth, and our bankers are energized to continue efforts to partner with the best businesses in the San Fernando Valley”
06/26/2023
JP Morgan Chase appoints new chief data and analytics officer
In her new role, Heitsenrether will be responsible for leading the adoption of artificial intelligence (AI) across the bank’s operations.
06/26/2023
Manulife Investment Management names next CIO, Public Markets
Incoming leader to take over from asset management veteran as part of year-long transition plan
06/26/2023
Goldman Sachs Unloads Managing Directors
Goldman Sachs has seen at least three founds of job cuts in less than a year