01/05/2022
Bank of America hires veteran investment banker Benjamin Saunders
The appointment comes against the backdrop of a talent war among top Wall Street firms as dealmaking activity recorded a bumper year in 2021.
People Moves
01/05/2022
Matthews Asia hunts new chief as current boss eyes retirement
US-based regional investment specialist aims to appoint new CEO over first half of this year.
01/05/2022
LaSalle St. Successfully Recruits Two Independent Wealth Management Firms From LPL Financial And Securities America
Wilmington, MA-Based Brisbois Capital and Chicago-Area Associates Group Bring $160 Million in Total Client Assets and Over 50 Years of Experience to LaSalle St.
01/04/2022
Winston & Strawn Strengthens Intellectual Property Litigation Team
Barry and Bradley co-founded Shelton Coburn, a boutique intellectual property and technology law firm in Austin, Texas.
01/04/2022
KKR appoints Matthew Cohler as new independent director
Mr. Cohler is a former General Partner at the venture capital firm Benchmark, where for over a decade he led early-stage investments in Internet and software startup businesses.
01/04/2022
Former CGWM head of MPS resurfaces at Canada Life
Jordan Sriharan has joined asset manager’s £3.4bn multi-asset team
01/04/2022
Edward Jones gatekeeper joins Stifel
Kian Homayoonfar left Edward Jones to join Stifel in November.
01/03/2022
Head of BMO Private Wealth to retire
Andrew Auerbach will depart in the coming months after more than two decades with the firm
01/03/2022
René F. Jones Elected as a Class A Director to New York Fed Board of Directors
Mr. Jones is a graduate of Boston College, with a Bachelor of Science in Management Science, and the University of Rochester, with a Master of Business Administration.
01/03/2022
Former Goldman Sachs Senior Investment Banker Joins the Freedom Board of Directors
In 2010, Ms.McQueen started working at Amazon.com, INC. headquarters in Seattle serving as a senior financial analyst providing financial analysis and oversight for Amazon's financial operations.
01/03/2022
Law Firm Sullivan & Cromwell Taps New Leadership
Two co-chairs to head New York firm, with a litigator and a corporate lawyer dividing the chairman role
12/30/2021
Barclay Damon adds Whittaker as associate attorney
He has experience as a law clerk to Chief Judge Glenn T. Suddaby in the U.S. District Court for the Northern District of New York and as an associate at a law firm in Cortland, where he focused his practice on landlord-tenant law and real-estate transacti
12/30/2021
Chubb Announces Leadership Changes in Canada
He was appointed Chief Operating Officer of Chubb Canada; Melanie Wilcox to assume role as Head of Personal Risk Services, Canada
12/29/2021
SEI Announces Leadership Change
SEI today announced the departure of Steve Meyer as an Executive Vice President and Head of Global Wealth Management Services
12/29/2021
Incisive Consultants hires chief revenue officer
The firm has approximately 35 employees, according to LinkedIn, and a network of 1,200 independent Epic consultants.
12/29/2021
Dropp announces the appointment of top Finance Executives to its Advisory Board
Dropp offers businesses a profitable micropayment option to enable small-value purchases with fees that are on average 15 times cheaper than most payments solutions for payments under $1.00.
12/29/2021
Neal Gerber Eisenberg Adds Partner to Private Wealth Group
He advises high net worth individuals, family offices and businesses on multifaceted trust and estate planning, administration, litigation and dispute resolution.
12/29/2021
Steward Partners Lures Another Wealth Manager from Wells Fargo
Ritz began his career in 1997 with Morgan Stanley
12/28/2021
Steward Partners Lures Another Wealth Manager from Wells Fargo
At Wells Fargo, Ritz was a private wealth manager in the wirehouse’s private financial advisory group.
12/27/2021
Franklin Wealth Management hires wealth analyst
At Franklin Wealth Management, Jones is mostly involved in back-office work including research, trading, portfolio management, and market strategy.