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People Moves

11/29/2022

Apollo Names Shawn T. Wooden Chief Public Pension Strategist and Partner

He spent 21 years as an investment attorney with a focus on public pension plans.

11/28/2022

Sompo appoints new head of North America Region claims

Bronstein will report to Chris Sparro, chief executive officer of Sompo International, North America.

11/25/2022

Pleo appoints former Monzo executive Meri Williams as new CTO

Williams’ appointment follows that of Abigail Slater who joined from American Express to become Pleo’s new head of operations in the UK&I in October.

11/25/2022

Grant Thornton announces five additions to senior leadership team

Grant Thornton US, the seventh-largest accounting and consulting firm in the country, has elevated five people to its senior leadership team.

11/22/2022

Camden National adds two senior advisors to wealth management team

Rachael Billings is a certified trust and fiduciary advisor who was employed by Bangor Savings Bank as a wealth relationship manager.

11/22/2022

New bosses at Morgan Stanley Wealth Management

The role’s gone to Mattew Nicholls and Rebecca Hill, who have been with the bank for 15 years and 5 years respectively.

11/22/2022

Avidian Wealth Solutions Welcomes Highly Credentialed Wealth Manager, Jared Kenney Share Article

Kenney joins the team at Avidian Wealth Solutions with more than 16 years of financial services experience

11/22/2022

Harbourfront Wealth welcomes SVP of Corporate Development

Coby Bucci, one of Canada's early ESG analysts, tapped to improve advisor-business experience and procedures for ethical investment

11/21/2022

Marc Dizard Named Chief Investment Strategist of PNC Asset Management Group

Dizard is a graduate of Ohio State University.

11/21/2022

M&T Bank Names Sam Bluso as Head of Institutional Real Estate

Bluso brings more than two decades of experience to newly created Institutional Real Estate Group

11/18/2022

Ritholtz Wealth Management Appoints Industry Veteran as President

Vanguard veteran's executive leadership will allow founding partners Josh, Barry, Kris and Michael to focus squarely on their core competencies

11/18/2022

Anthony Stanek Joins Investors Preferred Amid Growth Initiative

Anthony brings deep knowledge of our unique space in the insurance industry

11/17/2022

Wealthspire Advisors Names Jonathan Connolly Head of Trust Services

Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices

11/17/2022

Sheryl Kucer Named COO of Veris Wealth Partners

New Veris Chief Operating Officer an Experienced Operations Executive

11/17/2022

Thomas S. Gayner to become sole Chief Executive Officer of the Markel Corporation on January 1, 2023

As Chief Executive Officer, Gayner will lead the continued growth of Markel's group of businesses and investments

11/17/2022

Merrill Adds $1B Citi Team

The four-person team is split across Merrill offices in Connecticut and Long Island.

11/17/2022

Santander Brasil taps Ejnisman to lead corporate and investment banking

Ejnisman replaces Jean Pierre Dupui, that will create a division responsible for oversight of other companies controlled by Santander in Brazil.

11/16/2022

UBS recruits XP private banker in Brazil

Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.

11/16/2022

Brad Parsons Joins Edge Capital Group

Brad spent 12 years with Goldman Sachs serving ultra-high net worth clients.

11/16/2022

BMS Re appoints new casualty broking co-head

The company said he will contribute to the continued build out of BMS Re’s North American casualty and treaty capabilities.

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