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.
People Moves
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.
08/02/2022
Veteran Risk Management and Global Markets Executive Joins MUFG
Denis McHugh Named Chief Risk Officer for MUFG Securities Americas Inc. and Market Risk Management Officer for MUFG Americas Holdings Corporation
08/02/2022
Oppenheimer & Co. Inc. Announces Appointment of Chief Financial Officer
As a member of the Management Committee, Mr. Watkins will report to Albert G. Lowenthal, Chairman and CEO.
08/02/2022
M&T Bank Names Managing Director and Head of Institutional Commercial Real Estate Capital Markets
Orrino Brings Extensive Experience in Real Estate Capital Markets and Securitized Products to New Role within M&T Investment Banking
08/02/2022
Truist hires head of Wholesale Payments
Ward will be responsible for treasury solutions, merchant services and commercial card solutions
08/02/2022
Amrita Patel to lead Wells Fargo Equipment Finance
Patel will report to Mary Katherine DuBose, head of the bank’s secured lending and leasing businesses within Wells Fargo Commercial Banking.
08/02/2022
RBC Taps Citi’s Borisoff, Bott for Private Equity, Retail Deals
Borisoff, most recently Citigroup’s head of West Coast global asset managers, last year relocated to San Francisco from London.
08/01/2022
Jacobi AM appoints former BlackRock managing director as CEO
Bednall spent more than 13 years at BlackRock
07/29/2022
Principal expands operations in Brazil, appoints CEO
Industry veteran Robert van Dijk to lead firm’s growth strategy in Brazil
07/29/2022
Stride Bank Growing Wealth Management Team
Welcome, Brad Wallace!
07/28/2022
Hightower Names Managing Director, Head of Alternatives in the Firm's Investment Solutions Group
In this newly formed role, Picard and the Investment Solutions group will support advisors by expanding access to best-in-class private-market investment opportunities and custom portfolio consulting.
07/28/2022
Summit Financial announces team expansion
Wealth advisory firm hires two employees as part of strategic growth plan
07/27/2022
BNY Mellon Wealth Management Names Mid-Atlantic Regional President
Prior to joining BNY Mellon Wealth Management, Laura was at Glenmede, an investment and wealth management firm serving institutions and individuals, for more than 25 years.
07/26/2022
Ryan Detrick Joins Carson Group from LPL
Carson taps former LPL market strategist to advance its investment platform and research capabilities.
07/26/2022
Former Miami wealth shop CEO joins Bolton in senior role
The independent broker-dealer and RIA confirmed that Butnaru joined this week after spending the previous 10 years as chief executive officer of Boreal Capital Management’s business in Miami.
07/26/2022
Participant Capital Names Eli Neusner Managing Director, Head of U.S. Investor Relations
"Eli brings extensive investor relations, capital raising, communications and client relationship management experience to the firm,"
07/26/2022
AIG Names Executive Vice President, Reinsurance Purchasing and Risk Capital Optimization
He was a member of the senior management team of Benfield Group.
07/25/2022
Janus Henderson Appoints New Global Data Management Leader
Janus Henderson recognizes that as an active manager data is the lifeblood of its business, particularly for a global firm navigating complex regulatory requirements, so strong leadership in data management is essential.
07/25/2022
Exclusive Deutsche Bank's investment banking coverage chief to depart
Global co-head of mergers & acquisitions (M&A) Bruce Evans will now oversee investment banking coverage and advisory for the Americas at Deutsche Bank.