04/17/2023
Harbourfront Wealth Promotes Kim Thompson Ahead of Anticipated Growth Wave
Recently appointed to Chief of Staff, in her new role, she will continue to oversee core facets of the business.
People Moves
04/17/2023
iA Private Wealth welcomes new president
Dynamic Funds veteran takes executive role
04/17/2023
Daniel P. Trudo Joins Peapack-Gladstone Bank as Senior Managing Director, Commercial Private Banker
He recently served as Vice President, Senior Business Banker at Capital One Ban
04/14/2023
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin
Data Insights Platform provider expands internal team to support continued growth
04/14/2023
Cooley Appoints New Leadership in New York
A veteran litigator and firm leader, Ian has represented every type of company in nearly every type of case and has extensive experience representing technology sector clients.
04/14/2023
Macquarie Capital appoints Head of US Consumer and Retail, launching coverage in the sector
Mr. LeConey joins Macquarie Capital from Nomura
04/14/2023
Wedbush Securities Introduces Matt Lisle as its new Futures Chief Compliance Officer
Matt has been a licensed attorney for over 30 years
04/13/2023
16Rock Asset Management Appoints Chief Investment Officer and Head of Business Development
Boutique municipal investment manager taps long-term BlackRock veteran to lead newly formed entity
04/13/2023
Wedbush Securities Expands into FX Prime Brokerage with the Hire of Michael Stone
Industry Veteran joins as Senior Vice President, Head of FX Prime Brokerage
04/12/2023
Goldman Sachs assigns new head of private banking lending and deposits
In addition, Somaiya joined the firm in 2001 and was promoted to managing director in 2011 before becoming a partner in 2016.
04/12/2023
Tim Byerly Joins Sage Mountain as Wealth Advisor
Accomplished Alternative Investment Executive Enhances Industry Leading Advisory Team
04/11/2023
Wealth manager Azura hires ex-Credit Suisse banker for US push
Veteran Anthony Kontoleon will join the four-year-old firm as a partner in New York
04/11/2023
Scotiabank appoints Francisco Aristeguieta to lead International Banking business
"It has been a tremendous privilege working with this Winning Team of Scotiabankers over the past seven years as we drove our digital banking leadership and improved our employee and customer experiences,"
04/11/2023
NewEdge Wealth Names Josh Gully as Managing Director
Experienced advisor reunites with former wirehouse colleagues to support ultra high net worth clients
04/11/2023
Efficient Capital Management hires Joe McGinnis as regional director, wealth management
"Efficient is fortunate to add such a talented and passionate person to our team.
04/11/2023
Andy Sieg Can Lead Citi’s Wealth Biz Build-out But Faces Uphill Battle
Sieg will likely “start this process but not finish it,” according to industry recruiter Phil Waxelbaum.
04/06/2023
Northern Trust Strengthens Wealth Management Team in Minneapolis
Previously, he spent a decade as Managing Director and Market Leader of J.P. Morgan’s Private Bank in Minnesota.
04/06/2023
JP Morgan names head of Americas trade distribution team
The new role, based in New York, will see Burikhodjaeva carry on supporting the “key growth area” of structured receivables finance, JP Morgan says.
04/06/2023
William Blair expands with senior hires
Hypes has nearly 15 years of experience advising and offering strategic solutions to customers
04/05/2023
Houlihan Lokey Expands Its Financial Services Investment Banking Group With Experienced Senior Hire
Jennifer Fuller Joins as a Managing Director in New York