07/08/2022
Northern Trust Appoints Managing Director of Upper Florida Keys
Erwich has more than 25 years of experience in wealth management, banking, corporate and private risk management.
People Moves
07/08/2022
Brazilian digital bank Neon appoints Coinbase vet Madeira CTO
At Neon he has been charged with building a "technology-driven financial product powerhouse" beginning with a remote-worker recruiting effort to secure the world’s best tech talent, regardless of location.
07/08/2022
Itaú appoints head of Itaú USA and private international
Moreira will be based in Miami and is responsible for the wealth management offshore operation of Itau Private.
07/08/2022
BNY Mellon appoints new chief financial officer
McDonogh will succeed Ms Emily Portney, who will assume a new role to lead the company’s Treasury Services, Credit Services, and Clearance & Collateral Management businesses.
07/08/2022
Kestra holding welcomes seasoned executive as chief marketing officer
MacLaughlin received her Bachelor of Arts in Mass Communications from University of California, Los Angeles and also serves on the UCLA Alumni Association’s board of directors.
07/08/2022
True North Advisors Hire Senior Wealth Manager in Dallas Office
Cole has worked in the wealth management industry for over 14 years
07/07/2022
LatAm BNPL firm Kueski names Sung Hae Kim chief people officer
Kim shares Kueski’s commitment to improving the lives of people in Mexico and keeping diversity, equity, and inclusion at the forefront.
07/07/2022
Schneider Downs Announces Six New Members to Ownership Group
The new promotions reach across several areas of the firm's service offerings, including the firm's tax, audit and consulting practices, as well as the growing wealth management practice.
07/07/2022
Pittco Adds Vice President, Investments
"I am honored and grateful for the opportunity to join the Pittco family,"
07/07/2022
Former Shawbrook COO Hynd joins Redwood Bank
The father of two brings more than 30 years’ experience in financial services to Redwood.
07/07/2022
Wesbanco Appoints Jeffrey H. Jackson as Chief Operating Officer
Company also announces upcoming retirement of Todd Clossin
07/06/2022
Lincoln Financial Group Promotes Talent and Employee Experience Leaders to Support Long-Term People Strategy
Kate Feather and Michael Kellar join the company’s Corporate Leadership Group in newly created roles.
07/06/2022
Ameriprise Financial Welcomes Jennifer Marcontell and Her Team, Top-Ranked Advisory Practice Managing $1.7 Billion in Assets
Marcontell says Ameriprise Independent Channel is the right fit for her high-net worth families and her team
07/06/2022
Broadridge Appoints Chief Technology Officer
Mr. Derr succeeds John Hogan who served in this role since 2014
07/06/2022
MGA Rokstone launches terrorism facility with Fidelis hire
Rokstone also said it intends to widen its scope of offerings in the near future, to provide Political Violence, War and Terrorism solutions to clients globally.
07/06/2022
Citi vet joins structured products fintech in top LatAm role
In his new role, Ortega has been charged with building out Luma’s product offering for wealth managers as part of its transactional business covering the region.
07/06/2022
EFG hires senior LatAm advisor from Crédit Agricole in Miami
A 23-year industry veteran, he has also previously held roles at Santander – where he headed institutional sales in Mexico – at Citi and at ING Investment Management.
07/05/2022
Apollon Wealth Management Names Chief Investment Officer
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings
07/05/2022
Rockefeller Capital Management Appoints Head of Investment Solutions
She served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.
07/05/2022
Fieldpoint Private Names Chief Financial Officer
Mazars Veteran Brings Top-Tier Experience to Executive Team