10/25/2022
SVB Securities Continues Growth of Technology Investment Banking Team with Addition of Roger Knight
He joins from Lincoln International, where he was most recently a Managing Director in the Technology, Media, and Telecom Group.
People Moves
10/25/2022
Nicolet National Bank Adds Barry Martzahl To Wealth Management Team
Martzahl, a 37-year industry veteran, has found success in all aspects of wealth management, including advising individuals and families, corporate retirement plans, and endowments and foundations.
10/25/2022
David Morris Appointed President and Chief Executive Officer of RBB Bancorp
He will spearhead our efforts to hire a President who is well-respected and familiar with our business strategy and the communities we serve.
10/25/2022
Sovereign Wealth Fund Institute Names Lakshmi Narayanan as Chairman of the Board
SWFI is a forward-thinking organization with an entrepreneurial mindset, and we could not have selected a more ideal candidate than Lakshmi to serve as Chairman.
10/25/2022
William Y. Yun, CFA Rejoins Fiduciary Trust International as Senior Advisor, Focused on Driving Growth in South Florida
Firm Veteran Returns, Bringing Depth of Knowledge to Serve Evolving Needs of HNW Clients
10/24/2022
BNY Mellon hires head of responsible investing from Neuberger
The role is a new one at BNY Mellon and is global in scope.
10/24/2022
Cincinnati financial corporation announces new lead independent director
"I'm confident that he will make a smooth transition into the role of lead independent director. I look forward to continuing to work with Dirk to deliver value to our shareholders for years to come,"
10/24/2022
SVB Securities Continues Growth of Technology Investment Banking Team with Addition of Roger Knight
SVB Securities has built a prestigious reputation serving clients across the innovation economy," said Knight. "I'm looking forward to joining this accomplished team of investment bankers and continuing to deliver strong results for our cli
10/20/2022
Former Goldman Sachs Exec Named President Of Mercer Advisors
He is expected to lead continued development of the Mercer Advisors platform.
10/20/2022
Alvarez & Marsal Global Transaction Advisory Group Extends Software and Technology Sector Expertise By Appointing Managing Director
Mr. Hassan's joining furthers A&M's ability to support clients' software and technology transactions.
10/20/2022
Private Advisor Group President to Succeed RJ Moore as CEO
Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.
10/19/2022
Northern Trust Asset Management Names Head of Global Macro for Fixed Income
Antulio Bomfim, Veteran Fed Economist With Industry Experience Assumes Newly Created Position
10/19/2022
Chubb Appoints Bill Hazelton Head of North America Industry Practices
Newly created role to focus on providing expansive industry-focused offerings across targeted practices in North America
10/19/2022
CIBC Names Former Trudeau Finance Minister Morneau to Board
Morneau served as Trudeau’s finance chief after the Liberal Party swept to power in 2015.
10/18/2022
Citizens Hires a NYC Metro Market Executive
Citizens is a trusted strategic and financial partner, consistently delivering clear and objective advice.
10/18/2022
Wealth Management Team Led by Paul Vasady-Kovacs Joins First Republic
Vasady-Kovacs has more than 22 years of wealth management experience
10/18/2022
Canopius Hires Liberty Mutual’s Johnson as CUO U.S. and Bermuda
Johnson will report to both Lisa Davis, chief executive, Canopius US and Bermuda, and Mike Duffy, Canopius group chief underwriting officer.
10/17/2022
JPM PM steps off global macro team amid investment changes
Virginia Martin Heriz will no longer serve as PM on three funds run by the global macro team.
10/17/2022
Wells Fargo Investment Solutions Names George Rusnak to lead Managed Solutions & Investment Implementation team
Rusnak will be responsible for the Equity Optimization, Fixed Income Strategy, Social Impact Investing, and Option Strategies teams.
10/17/2022
Everest appoints head of A&H for North America
Prior to joining Everest, Austin served as head of AIG’s North American A&H business where he oversaw the entire portfolio.