04/28/2021
Joe Skarda Appointed President Of KeyBank Wealth Management
He will be based in Chicago and report to Victor Alexander, Head of Consumer Banking at Key.
People Moves
04/28/2021
Organization Announcement: American Express
These promotions and the other related changes we’re announcing today are designed to create synergies between business areas and functions to drive growth and enhance our competitive position, as well as continue to strengthen the depth of our lead
04/27/2021
Citizens Financial Group Names Chris Weyrauch to Lead Wealth Business
Weyrauch will focus on further accelerating Citizens’ strong and growing momentum in wealth, a cornerstone of the bank’s strategy to be a trusted advisor to its customers throughout their financial journeys.
04/27/2021
Clifford Chance announces new Global co-heads for international Insurance practice
With nearly 50 years of experience in the insurance market between them, Ashley and Gary lead the firm's commitment to maintaining a global market leading position in the insurance market
04/27/2021
The Clark Group Welcomes New Wealth Management Advisor
Mike McGehee Joins The Clark Group of Visionary Wealth Advisors
04/27/2021
Blackstone Continues to Build Global ESG Team
Prior to this role, Ms. Mangalick was instrumental in developing BAAM’s ESG program, along with a focus on BAAM’s Advisory Business.
04/26/2021
Blackstone Hires Israeli Tech Executive Yifat Oron; Announces Opening of New Office in Tel Aviv
Ms. Oron brings more than twenty years of experience as a tech investor and executive in Israel, with leadership roles in venture capital, banking and consulting.
04/26/2021
Wealth Manager Joins First Republic in Century City
Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area
04/23/2021
Wells Fargo’s private wealth head is leaving
Wellborn joined in summer 2019 from Comerica Bank, where she was head of wealth management.
04/23/2021
M&T Bank Names First Director of Newly Created Environmental, Social, and Governance Office
"ESG is not just about having values but about driving value for all of our stakeholders,"
04/23/2021
RBC, Stifel Add Merrill Lifers in NY, NM
Meyers started his career at Merrill in 2013
04/22/2021
Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team
The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was previously associated with Morgan Stanley.
04/22/2021
Walker & Dunlop Investment Partners Adds Managing Director to Investments Team
Mr. Duley will be based out the firm's Philadelphia office, where he will lead investment transaction execution for WDIP's equity and debt investment vehicles.
04/22/2021
MUFG further strengthens its U.S. Macro Trading platform with a fixed income industry veteran hire
George Goncalves joins the bank as Head of U.S. Macro Strategy
04/21/2021
The Coury Firm Multi-Family Office Expands its Leadership Team to Fuel Growth
The Coury Firm names Sam Delestienne Managing Director of Business Advisory and Thomas Deutsch Managing Director of Private Wealth, paving the way for growth and scale of its multi-family office
04/21/2021
J. Christopher Giancarlo, Former CFTC Chairman, Joins BlockFi Board of Directors
Widely recognized as a regulatory trailblazer in the digital asset space, Giancarlo will be a source of trusted counsel for the company as it continues to grow and innovate
04/21/2021
UBS Nabs $1.8B Wells Fargo Private Bank Team
Based in UBS’ Miami office, the team will report to Karl Ruppert, South Florida complex director at UBS Private Wealth Management.
04/21/2021
Citigroup CEO Jane Fraser says of moves to shrink retail banking footprint: ‘We want to be a winner’
One of the biggest priorities for Fraser, who took over for predecessor Michael Corbat in February, is to bring New York-based Citigroup’s returns closer to those of peers including JPMorgan Chase and Bank of America.
04/21/2021
Kestra Financial Names New VP of Product & Platform Management
Business technology strategy veteran will execute the firm’s vision of creating an exceptional, next-generation technology experience
04/20/2021
Merrill Recruits Citi Private Banker in SF, Loses Teams to Janney, Sanctuary
The firm’s private wealth group includes around 200 teams focusing on ultra-wealthy clients.