08/09/2022
JP Morgan Private Bank fixed income selection chief exits
A senior fund buyer is leaving the group after more than 13 years.
People Moves
08/09/2022
Private Wealth Advisor Joins UBS in San Diego Area
Her areas of expertise include investment management, trust and estate planning, residential, commercial and structured lending solutions, as well as capital markets and foreign exchange.
08/09/2022
Genesis Bank Announces Hiring of Commercial Banking Market Leader
Anthony Ochoa Joins as Senior Vice President, Commercial Banking Market Leader
08/08/2022
Carlyle Announces Senior Leadership Changes
Mr. Lee will step down as CEO
08/08/2022
Regions Bank Names as Head of Strategy and Corporate Development
Experienced Regions executive to lead the bank’s mergers and acquisitions strategy.
08/08/2022
Miami bank’s subsidiary makes C-suite hires
BciCapital has tapped several C-suite executives with expertise in investments, asset management, underwriting and legal affairs.
08/05/2022
We’ve hired Kerry Constabile to lead net zero and sustainability strategy
Senior climate change leader joins after roles at Google and UN Secretary General’s office
08/05/2022
Kathy Connelly Advances to Chief Operating Officer at Berkshire Hathaway HomeServices Georgia Properties
Recognized real estate industry leader to take on expanded role at market-leading brokerage
08/05/2022
MUFG hires risk chief for US securities operations
Denis McHugh was previously enterprise head of market risk management for BMO Financial Group
08/05/2022
Capitol Securities Welcomes Pivotal Wealth Management and John Scarpino to our firm
John is currently licensed in eight states and holds a Series 7, 66, Life and Health License.
08/04/2022
First Republic Bank Named Chief Operating Officer
Cranston joined First Republic in 2013 as a member of its Private Wealth Management executive team, helping to grow assets under management from just over $40 billion to nearly $250 billion.
08/04/2022
Four Investment Banking Leaders Join Rockefeller Capital Management’s Strategic Advisory Group
The appointments were announced by Gregory J. Fleming, President & CEO, and James Ratigan, President of Strategic Advisory.
08/04/2022
HSBC Bank Canada Appoints New Chief Financial Officer
Dan joined HSBC in 2001 and has held senior roles across the Finance function in Asia and the UK, providing regional oversight and leading significant change initiatives.
08/04/2022
Bank of America promotes Roman Meyer to lead strategic equity in Europe
Eleven-year veteran steps up from managing director role to head Emea group
08/04/2022
Former Fed vice-chair set to rejoin PIMCO
Richard Clarida
08/03/2022
CoastEdge Names Four New Principals
Recently Promoted Principals to Sustain CoastEdge’s Growth and Excellence In Investment Management
08/03/2022
Synovus Names Chief Risk Officer
Creson is a graduate of Rhodes College
08/03/2022
Canada Life Asset Management makes series of senior promotions to support growth plans
"We are delighted to make a number of senior promotions."
08/03/2022
BNY Mellon Wealth Management Names Global Family Office Senior Client Strategist
Prior to joining BNY Mellon Wealth Management, Adam was at Fidelity Family Office Services for more than 13 years and most recently served as vice president.
08/02/2022
Former UBS Complex Director Rejoins Firm as a Private Wealth Advisor in California
Prior to rejoining UBS, Stephen served as a Regional Director at J.P. Morgan Wealth Management, where he oversaw the San Francisco and Seattle offices.