03/22/2022
Spencer Stuart hires Kearney exec Christine Laurens as CFO
Laurens has a master’s degree in management from HEC Paris and is a CPA.
People Moves
03/22/2022
Wellington-Altus Elevates Shaun Hauser to CEO and Jordy Chilcott to President in Strategic Leadership Moves
"The momentum we have as a firm validates why I joined Wellington-Altus just over a year ago,"
03/22/2022
Meredith Brown and Wafik Guirgis Join FTI Consulting’s Technology Segment to Grow Global Legal
Meredith and Wafik’s collective experience with corporate legal departments and solving legal operations challenges give them perspective to uniquely understand the needs of in-house counsel.
03/22/2022
Insigneo Welcomes New Head of Investment Products
He also will be supporting the development of new business opportunities and contributing to Insigneo’s recent expansion in Latin America and throughout the United States.
03/21/2022
Swiss Re announces new appointments in Asia and North America
Ivan will have composite responsibilities for all Reinsurance operations in China and serve as Swiss Re’s president in the country.
03/21/2022
RSM promotes head of financial consulting
Before joining RSM, Dow spent nearly two decades at accounting firm Caturano and Company, where she was latterly a partner.
03/18/2022
Lincoln Financial Group Expands Chief Strategy Office to Enhance Focus on Long-Term Opportunities
Our Chief Strategy Office is a growing team of incredibly talented people with deep industry experience
03/18/2022
Advisors with $150 Million Join Ameriprise Financial Because of the Firm’s Strong Values and Practice Growth Capabilities
Advisors Michael Tison and David Fry joined Align Wealth Management, a well-established Ameriprise team managing $1.1 billion, led by Private Wealth Advisor Drew Watson
03/17/2022
John Rice, Retired Vice Chairman of GE and former President and Chief Executive Officer of the GE Global Growth Organization, Joins AIG’s Board of Directors
“John has significant experience and expertise leading complex, global organizations, particularly in jurisdictions outside the United States, and will add unique and diverse insights to our Board,”
03/17/2022
Westmount Accelerates Expansion Plans in Orange County With Trio of New Hires
Halbert and Hagopian will focus on cultivating new and existing relationships; Lonergan will advise clients on tax and estate planning matters.
03/17/2022
Truist announces Dontá L. Wilson to lead Retail Community Banking and Marketing
Wilson assumes these responsibilities from Brant J. Standridge, who has chosen to leave Truist for a new opportunity.
03/16/2022
Charlene Li joins PA Consulting as chief research officer
Li in 2008 founded Altimeter, a research and advisory firm focusing on disruptive technologies.
03/16/2022
RSM US names Pat Vance head of consulting
He has a bachelor’s degree in management information systems and business finance from Loras College.
03/16/2022
Lincoln Financial Announces Leadership Transition in Group Protection, Retirement Businesses
“The Group Protection and Retirement Plan Services businesses are led by strong teams and sound strategies, and with Dick’s decades of industry experience and deep knowledge of Lincoln’s businesses, we are confident they will continue to
03/16/2022
Bridge FT Expands Leadership Team
Financial Services Technology Executive Tapped to Lead Sales and Marketing for Wealth Management Software and Infrastructure Leader
03/16/2022
RIA SageView Taps Former TD Exec Jim Dario to Lead Wealth Management
Dario will lead organic growth efforts for the Aquiline-backed SageView’s $4 billion wealth management business.
03/16/2022
KKR appoints Senior Advisor to KKR’s global technology team
Appointment further builds on KKR’s position as one of the largest global private equity investors in software and technology
03/16/2022
Deutsche Bank appoints LatAm leader for Swiss unit
Since December 2019, Coppola has been working as head investment manager, Latin America
03/16/2022
Hub names new leader of the high net worth practice
“Our clients are smart and accomplished and are looking for insurance advisor to support them in a world that is increasingly complex and rapidly changing"
03/16/2022
Peapack Private Wealth Management announces new hires
Prior to his appointment at Peapack, Young held the position of vice president, senior trust officer, at Arden Trust Co., where spent the last 20 years administering personal trust accounts.