08/25/2022
Northern Trust Appoints West Region Wealth Advisor
He is a frequent speaker and has been published extensively in academic and professional journals on estate planning issues.
People Moves
08/24/2022
Sanctum Wealth appoints Head of Strategic Solutions
The new role will witness him leading the strategic solutions function and focusing on building the platform across private investments and corporate advisory.
08/24/2022
Steward Partners Onboards Newest Wells Fargo Recruit
Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform.
08/24/2022
Northern Trust Bolsters Digital Solutions Consulting Team
Series of Appointments Support Strategic Focus and Investment in Digital Innovation and Expertise
08/24/2022
UBS Duo Managing $407M Follows Their Former Teammates to Stifel in NYC
They’ve operated at Stifel as the CBC Wealth Management Group.
08/24/2022
Barry Miller Appointed Chief Executive Officer of Ares Private Markets Fund
Mr. Miller Is an Industry Veteran with 24 Years of Experience across Private Equity and Secondary Investing
08/24/2022
Arvest Bank's new transformation boss on building a tech stack for the future
Laura Merling, Arvest Bank's new CTOO, is taking a collaborative, reformist approach to rebuilding the community bank's infrastructure
08/23/2022
J.P. Morgan Asset Management Hires Head of Retirement
He will report to Andrea Lisher
08/23/2022
Wealth Management Team Joins First Republic
She has more than 22 years of wealth management experience
08/22/2022
Northern Trust Appoints Senior Lending Officer In South Florida Market
Perez earned his Masters of Business Administration in Finance from the University of Rochester, as well as his Bachelor of Arts in Economics from Rutgers University.
08/22/2022
Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services
08/19/2022
Global Citizen Announces Expansion of Global and European Board
Global Citizen welcomes new members to its Europe Board of Directors with the appointment of Co-Chair Sabrina Dhowre Elba, Dame Karen Pierce DCMG, and Sawsan Chebli
08/19/2022
AustralianSuper grows New York team
In addition to Charalambous, they will all work alongside head of American infrastructure Derek Chu and Jennie Rose, who Financial Standard reported in March had joined as senior investment director, private debt.
08/19/2022
Genesis shakes up compliance leadership amid layoffs, CEO departure
With the departure of Moro, Chief Operating Officer Derar Islim was appointed interim CEO
08/18/2022
Mi BANK names chief investment officer
He began his career in New York City
08/18/2022
Sandy Ewing to Lead SEI's Family Office and Regulatory Services
Appointment Reinforces Company's Strategic Focus on Driving Growth
08/18/2022
Three Teams Managing More than $550 Million Join Cetera
Pereira and Lohnes were formerly affiliated with PlanMember Securities
08/18/2022
Investments & Wealth Institute Names Director of Sales
In this role, Mastey will lead the Institute’s sales strategy, business development initiatives and revenue generation.
08/17/2022
Broadridge Appointed Board of Directors
Prior to joining Bridgewater in 2009, she served as the Chief Executive Officer of Investment Risk Management LLC and as co-CEO of Duff Capital Advisors.
08/17/2022
Standard Chartered Bolsters Leveraged and Acquisition Finance Platform With Hiring of Roy Kuruvilla
Based in New York, Roy will report to David Law