04/11/2023
NewEdge Wealth Names Josh Gully as Managing Director
Experienced advisor reunites with former wirehouse colleagues to support ultra high net worth clients
People Moves
04/11/2023
Efficient Capital Management hires Joe McGinnis as regional director, wealth management
"Efficient is fortunate to add such a talented and passionate person to our team.
04/11/2023
Andy Sieg Can Lead Citi’s Wealth Biz Build-out But Faces Uphill Battle
Sieg will likely “start this process but not finish it,” according to industry recruiter Phil Waxelbaum.
04/06/2023
Northern Trust Strengthens Wealth Management Team in Minneapolis
Previously, he spent a decade as Managing Director and Market Leader of J.P. Morgan’s Private Bank in Minnesota.
04/06/2023
JP Morgan names head of Americas trade distribution team
The new role, based in New York, will see Burikhodjaeva carry on supporting the “key growth area” of structured receivables finance, JP Morgan says.
04/06/2023
William Blair expands with senior hires
Hypes has nearly 15 years of experience advising and offering strategic solutions to customers
04/05/2023
Houlihan Lokey Expands Its Financial Services Investment Banking Group With Experienced Senior Hire
Jennifer Fuller Joins as a Managing Director in New York
04/04/2023
Fulton Private Bank Hires Steven H. Santini as Regional Wealth Director for Greater Philadelphia
Expanding wealth management team offers customized solutions and advisory services
03/31/2023
Citigroup hires BofA Merrill's head Andy Sieg to lead wealth unit
Sieg has "a track record of driving growth" and "deep experience in the U.S.," where Citi aims to grow, CEO Jane Fraser said in the hiring announcement.
03/31/2023
Bank of America Names Lindsay Hans and Eric Schimpf Presidents and Co-Heads of Merrill Wealth Management
As presidents, Hans and Schimpf will join Bank of America's executive management team and oversee more than 25,000 Merrill employees.
03/31/2023
Ultra High Net Worth Advisor Joins NewEdge Wealth as Principal
NewEdge Wealth continues to attract top advisors to service the firm’s ultra high net worth clients
03/31/2023
Sendero Announces Kristina Craig as Chief Financial Officer and Chief Operating Officer
Craig is leading internal and client operations
03/31/2023
Chubb Appoints Executive Vice President, Chubb Group and Chief Risk Officer
Chubb's current Chief Risk Officer, Sean Ringsted, will continue to serve as Executive Vice President, Chubb Group and Chief Digital Business Officer
03/31/2023
Chubb Appoints Benoit Chasseguet as Country President for France
In his new role, Benoit will be responsible for Chubb's property and casualty, accident and health, and consumer lines operations across France.
03/30/2023
Capital Group to lay off 300 employees
The $2.2tn fund giant is the latest asset manager to reduce headcount following the sharp sell-off in 2022.
03/30/2023
CTERA Expands Executive Team to Capitalize on Hybrid Cloud File Market Following a Record Year
Oded Nagel was among CTERA’s original first employees
03/30/2023
Julius Baer announces senior hires as it continues to drive business growth in Brazil
Additionally, several Senior Relationship Managers and Relationship Managers have recently joined Julius Baer Brazil.
03/30/2023
Mirova accelerates its global development with new strategic ambitions in the US
As part of this development plan, the American markets are key in raising assets under management for the global equities strategy, the expansion of impact investing, and the development of the private assets offer.
03/30/2023
Arvest Wealth Management names new chief compliance officer
According to a news release, she has over 20 years of industry experience, previously working as chief compliance officer in wealth management for a regional bank in Louisiana.
03/29/2023
Berkshire Bank Names Andrew Webb, Senior Vice President, Private Banking, Capital Region, NY
He will serve the greater Capital Region and surrounding areas in New York to provide flexible solutions, expert advice, and swift, concierge-level personal attention.