06/22/2023
Financial Gravity Welcomes New Family Office Director Ray Rathel
As a Family Office Director, Ray is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan.
People Moves
06/21/2023
Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team
He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.
06/21/2023
Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla
Gregg and Jason are joined by Client Service Associate Saba Lak.
06/21/2023
Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston
She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.
06/21/2023
Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor
She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.
06/21/2023
SEI Appoints Head of New Business Ventures
Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation
06/21/2023
BS Snatches Three First Republic FAs from JPMorgan
The wirehouse has added a Boston-based advisor with annual production of about $2.3 million and a two-person team based in Southern California.
06/21/2023
GoLogiq Appoints Hunter Gaylor as President and COO
Gaylor to Lead Company Global Expansion Through Organic Growth and Strategic Acquisitions
06/21/2023
Cashplus appoints former HSBC and JP Morgan execs as NEDs
Cashplus say the pair have a “wealth of banking and technology expertise”, and will help improve board diversity.
06/20/2023
Grant Thornton expands private equity offerings
Experienced business leaders Bill McManus and Alex Arata join the firm’s Private Equity industry practice to offer Value Creation Planning services
06/20/2023
Everest hire former AXA XL executive to head Canada operations
He will also serve as a director on the Everest Canada Board of Directors.
06/20/2023
Integrated Partners Creates Insurance Solutions Division, Adds Two Key Staff
Peter Kaplan will lead Integrated’s insurance business; Josh Benson will deepen relationships with the firm’s larger advisors and teams
06/19/2023
Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco
The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.
06/19/2023
Kam Nat joins BDO Canada as tax partner
He will serve private businesses in the BC market and across Canada.
06/19/2023
Grant Thornton reorganizes regional divisions, appoints new leaders
The new appointments follow additions to the firm’s senior leadership team, announced last November.
06/16/2023
Banchile wealth director joins Prudential as commercial exec
Nicolas Becerra joined Prudential's asset management arm in Chile earlier this month after more than five years with Banchile Inversiones.
06/16/2023
Asset Growth Drives Team Expansion at Mesirow Global Investment Management
The appointments are consistent with a strategy to broaden and focus relationship management for product expertise and location.
06/15/2023
Wealth management leader Ned Dane joins AdvisorEngine as Chief Growth Officer
In this role, Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.
06/15/2023
Vibhor Singh leaves Morgan Stanley Wealth Management for Citi
Based in New York, he will be responsible for driving the bank’s data and cloud strategies.
06/15/2023
Fiduciary Trust International Names Kimberly Rescorla as Director of Trust Administration
Industry Veteran Will Supervise Trust Administration Activities Across the Firm