07/17/2025
Lister previously led the natural resources group, while Spry served as one of the co-heads of the diversified industries group within the bank’s global corporate banking business.
07/17/2025
Aloke Gupte is leaving JPMorgan and joining Citi.
07/17/2025
Greg Cornick, previously head of advisor recruiting and retention, will now help head the firm’s investment solutions amid recent senior-level departures and shifts to Osaic’s leadership structure.
07/16/2025
Monica Issar, a 30-year veteran at JPM, has joined Blackstone as head of total portfolio management in the firm's multi-asset business.
07/16/2025
The planning director said he's taken the 'bold' move to relocate to North Carolina and look for jobs in US wealth after two years with SPW.
07/16/2025
Brad Repinsky will help build up the $30 billion SEIA’s estate, tax and financial planning focus area for private clients, much like he did for Fidelity.
07/16/2025
Whittier Trust further strengthens its rapidly growing San Diego team with veteran trust and estates advisor, Kiley Barnhorst MacDonald.
07/15/2025
Veteran Dealmaker Brings More Than 25 Years of Healthcare Industry Experience
07/15/2025
He will be based in the Burlingame office.
07/15/2025
He will begin his role at the conclusion of his notice period.
07/15/2025
Previously, in CHRO roles at Vonage and Presidio, Sue launched high-impact inclusion initiatives, scalable advancement frameworks and leadership accelerators.
07/15/2025
The appointment underscores Broadridge’s new investments in innovating in the Institutional Governance space
07/15/2025
The minority RIA investor taps Candice Carlton to launch a new division focused on peer collaboration and growth strategies among Merchant’s over 100 portfolio firms.
07/15/2025
Christian Mango will join the $143B insurance and wealth aggregator OneDigital to drive its M&A work after spearheading a similar effort at national insurer and advisory Alera Group.
07/11/2025
Mr Amberg commented: "I am excited to join Apex Group to advance its compliance mission around the world."
07/10/2025
Ricardo Brik has joined Safra as a director in Aventura, bringing over 15 years of experience to a $3bn advisory team focused on Southern Cone markets.
07/09/2025
The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.
07/09/2025
Kadet brings over 30 years of wealth management experience to his new role of Managing Director of the Rocky Mountain region.
07/09/2025
New positions will support Bernstein’s UHNW expansion in priority US Markets
07/09/2025
The region is an important area of strategic focus for the business and these leadership appointments aim to capitalise further on Asia’s strong market growth.