03/30/2022
Maxim Group Hires Eric Cheng as Its Head of Healthcare Investment Banking
Mr. Cheng also served as Chief Business Officer for Medicus Sciences Acquisition Corp., and Co-Head of Healthcare Investment Banking at Roth Capital Partners.
People Moves
03/29/2022
Citi Private Bank names LatAm vet to senior Miami role
He later became a relationship manager for the group’s commercial banking business managing a portfolio of middle market clients.
03/29/2022
Apollo Appoints Jessica Bibliowicz to Board of Directors
With this addition, the Apollo Global Management, Inc. board of directors will increase to 17 directors, 12 of whom are independent.
03/29/2022
Cresset Hires Trio of Wealth Advisors from Bank of America, Fidelity, and J.P. Morgan
Chris Georgopoulos, Thomas McKeown and Beth Kytle Chandler join Cresset's West Palm Beach, Chicago, and Atlanta offices.
03/29/2022
Rothschild & Co hires Managing Director and Vice Chairman in North America
Prior to joining Rothschild & Co, Mr. Arrastia was a Managing Director in the Consumer & Retail Investment Banking Group at RBC Capital Markets.
03/29/2022
Oak Hill Capital Names Chief Talent Officer and Senior Advisor
New Chief Talent Officer expands Oak Hill's established Senior Advisor operating program and further strengthens value-added partnership with portfolio company management teams
03/28/2022
Scotiabank hires RBC’s Sasson Darwish for software investment banking
A representative for RBC declined to comment, and Scotiabank didn’t immediately respond to requests for comment.
03/28/2022
Appointment of New Independent Directors
Mr. Okorie brings over 30 years of experience in the financial services industry to the Board. Mr. Okorie serves as President and CEO of Windy Hill Capital, a financial consulting firm providing expertise in the areas of financial and banking regulatory c
03/28/2022
Fiduciary Trust International Welcomes Julie Min Chayet as Wealth Director Based in New York
Firm Augments New York Headquarters with Experienced Trust & Estate Attorney as Part of Ongoing Growth
03/28/2022
SVB Securities Strengthens Tech Investment Banking Team with the Addition of Georgi Balinov
"I am thrilled to join SVB Securities' technology investment banking team,"
03/28/2022
Mobilum Technologies Appoints New Board Member
Over the course of his professional career, Mr. Mathai-Davis has been involved in a number of successful FinTech initiatives delivering financial services through the use of advanced technologies.
03/25/2022
RGT Wealth Advisors announces President
Along with the deep and abiding client relationships Joe has built over the course of his career, among Joe's greatest achievements are the leaders he has developed and a department he has built of very capable professionals.
03/25/2022
Ex-J.P. Morgan Advisors Los Angeles Manager Signs with Miami Bank
He formally registered on Wednesday with City National’s parent, Chilean bank Banco de Crédito e Inversiones (Bci), in Miami.
03/25/2022
Merrill Miami hires $5.5bn advisor team from Citi Private Bank
Eugenio Retana, Angel Ferrer and Mike Persinski were hired by the firm last month, according to news originally reported by Barron’s.
03/24/2022
Grant Thornton Appoints Chief Financial Officer
The veteran finance and accounting leader brings 30 years of experience to the firm
03/24/2022
BlackRock Sustainable American Income Trust appoints David Barron as a non-executive director
Mr Barron is a Member of the Institute of Chartered Accountants of Scotland having qualified with Thomson McLintock
03/24/2022
Republic Bank Hires Two New Executives in New York
Barrett has more than 24 years of proven contributions in new business development, sales management and staff development.
03/24/2022
Vident Investment Advisory Names Senior Portfolio Manager
“We are building something very exciting here at VIA and thrilled to be adding Jeff to the team.”
03/23/2022
Aspiriant Hires Director in Investment Advisory in Exclusive Family Office
He joins Aspiriant from GenSpring Private Wealth, where he was a portfolio manager and senior family investment officer for ultra-high-net-worth families.
03/23/2022
State Street Taps Goldman Alum as Private Markets Head
Previously, Cole was the managing director of global shareholder and fund services at Goldman Sachs, and has held operational roles at Invesco and Northern Trust.