10/31/2021
BMO appoints new wealth management head
Most recently, as Head of Global Markets, he led a high-performing team delivering markets-based solutions for corporate, institutional and government clients.
People Moves
10/31/2021
Parcion Private Wealth appoints COO
Prior to joining Parcion, Sullivan spent several years at HighTower Advisors and Charles Schwab Institutional.
10/31/2021
CPP Investments appoints Chief Sustainability Officer
The CPP Fund is secure and is one of the few national retirement programs globally that is well-positioned to meet its promise for multiple generations of beneficiaries.
10/31/2021
PNC boosts Board
Salesky brings significant experience across the robotics and software engineering disciplines
10/28/2021
TD Bank Group Announces Changes to Senior Executive Team
After almost 35 years with the Bank, Teri Currie, Group Head, Canadian Personal Banking, has informed TD of her intention to retire at the end of January 2022.
10/28/2021
Cleary Gottlieb Adds Leading M&A Practice
John joins Cleary after more than a decade advising private equity firms, public companies, REITs, and hedge funds
10/27/2021
Cresset Expands Presence in the West, Hires Stuart Birdt and Amy MacLeod as Managing Directors, Wealth Advisors
Birdt and MacLeod are based in Santa Barbara and will work with Cresset clients throughout the western United States.
10/27/2021
BNY Mellon Wealth Management Named Regional Fiduciary Manager in San Francisco
Karen brings three decades of trust and estates experience in private banking, fintech, legal research and law practice to the role.
10/27/2021
Carlyle Names Operating Executive for its Infrastructure Group
Vilandrie most recently served as Co-Founder and Managing Partner of Altman Vilandrie & Company
10/27/2021
Grant Thornton names San Francisco Partner as firm’s Private Equity Tax Growth leader
Krygier has more than 15 years of experience serving public and private companies across multiple industries.
10/26/2021
Independent Wealth Management Firm, Sentinel Trust Company, Strengthens Leadership Team with Two New Vice Presidents
Devangi D. Thakkar and Foluyinka B. Folowosele join to support organizational growth.
10/26/2021
State Street To Appoint Brad Hu to Chief Risk Officer
Appointment follows planned succession of Andrew Kuritzkes
10/26/2021
AIG Announces Senior Leadership Changes
Appointments Position AIG for Continued Success and Enhance Life & Retirement’s IPO Readiness - Mark Lyons to Become Global Chief Actuary & Head of Portfolio Management, AIG - Shane Fitzsimons to Become Chief Financial Officer, AIG - Elia
10/26/2021
Stonehage Fleming expands the US family office team
The appointment was effective from 13 September 2021.
10/26/2021
BTIG Fixed Income Credit Strengthens Emerging Market Debt Sales Team
Mr. Phillips has more than 25 years of industry experience
10/26/2021
Sun Life announces new President of Sun Life Asia
He will be responsible for one of Sun Life's fastest growing strategic pillars
10/25/2021
Kristin Lesher Named Head of Middle Market Banking for Wells Fargo
Lesher has a B.A. from Duke University, and an MBA from Northwestern University’s Kellogg Graduate School of Management, where she was an F.C. Austin Scholar.
10/25/2021
HSBC hires Pandit to head up sustainable bonds in Europe
The UK lender has named Anjuli Pandit as head of sustainable bonds for Europe, the Middle East and Africa and the Americas, according to an internal memo seen by Financial News.
10/24/2021
Six-Person Advisor Team Joins UBS in New York City
Together, they manage $890 million in client assets.
10/22/2021
Stifel Welcomes Lake Wealth Management Group, Opens Two New Offices in Missouri
he Lake Wealth Management Group will be serving clients from two new Private Client Group offices in Lake Ozark and California, Missouri, along with the firm’s existing office in Frontenac, Missouri.