05/11/2022
Fulcrum drives US expansion with new hire
Chris will work alongside Paul Seaton who has worked at Fulcrum from inception and been based out of the US for the last six years.
People Moves
05/10/2022
Goldman Sachs Taps Veteran Executive to Grow High-Net-Worth Wealth Unit
In an exclusive interview with Barron’s Advisor, Fox, who assumed his new role in February, outlined ambitious—if still developing—plans at Goldman Sachs to further expand the RIA.
05/10/2022
Bank of America hires JPMorgan’s Rahul Bhandari for private markets push
Wall Street banks are investing in private capital markets expertise in Europe
05/10/2022
Kovitz Expands Team with Experienced New Hire
He joins Kovitz as a Client Portfolio Manager with more than 26 years of experience
05/10/2022
BofA Creates Head of Trust Solutions Role
Jennifer Galvagna assumed the role in April, according to her LinkedIn profile.
05/10/2022
Hawk AI appoints Steve Liu as US general manager
Before that, he has held various leadership roles at Ayasdi, CoreOne, and Netik over his 17-year career in Fintech.
05/10/2022
PNC Appoints Renu Khator To Board of Directors
In addition to her significant academic background, Khator is on the board of the Camden Property Trust, a public real estate investment trust with over $16 billion in market cap.
05/10/2022
First Western Trust Hires Heath Kinsland to Focus on Denver Tech Center
We are thrilled to have Heath lead our talented team in DTC, and look forward to him growing our presence in the Denver metro market.
05/10/2022
D. Ellen Shuman Joins Robertson Stephens Board of Directors
Ms. Shuman brings nearly 40 years of industry experience, with deep expertise as an institutional investor primarily serving endowments and foundations.
05/10/2022
Mary Lucas Joins Prime Capital Investment Advisors
Financial planning expert joins the firm as its Director of Financial Planning and Client Experience
05/09/2022
Leading fintech expert to lead process of building key pillars of open banking system
In this new position, Mr. Tachjian’s mandate is to engage with industry, regulators and consumer representatives
05/09/2022
Janette Caballero Jovic to Join Rockefeller Capital Management
She will be responsible for the strategy and execution of all firm marketing programs, with a focus on supporting growth and business results.
05/09/2022
A&O hires Chief Diversity, Equity & Inclusion Officer
Dennis will be instrumental in deepening and driving A&O’s DE&I strategies as the firm continues to grow.
05/08/2022
Oppenheimer appoints Regional Manager
He is a seasoned industry leader with more than 28 years of financial services experience.
05/08/2022
Morgan Stanley Loses Two Brokers
Polimeni, who had been with Morgan Stanley and its Smith Barney predecessor since 2003
05/06/2022
Sanne announce new Director, Private Equity in the US
Jamie brings more than 20 years’ experience
05/05/2022
Sanctuary Wealth Appoints Managing Director
Brings extensive experience supporting advisors in transition from prior roles with United Capital and Goldman Sachs
05/05/2022
Sionic hires a new Partner
We’re extending our expertise in client lifecycle management
05/05/2022
JPM int'l family office specialist joins US private banking rival
He spent the majority of his tenure at JPM working within its Endowments and Foundations Group
05/04/2022
Northern Trust Announces Asset Management Leadership Change
Thomas joined Northern Trust in 2004 and served in several executive roles over his tenure, including as a member of the Asset Management executive team since 2008 and as a member of the Management Group since 2017.