06/01/2022
Rob Ridge promoted to US West wealth leader at Mercer
He most recently served as wealth office business leader for the Mountain States, where he focused on developing and leading retirement consulting relationships in the region.
People Moves
06/01/2022
Patricia Loepker Named Head of Investment Products for Wells Fargo Investment Solutions
In her new role, Loepker will oversee all investment products for WIM
06/01/2022
BNY Mellon Wealth Management Named Senior Client Strategist in Miami
Gonzalo is based in Miami and reports to Laura Kaplan, market president, South Florida.
05/30/2022
Manulife announces appointments to Executive Leadership Team
Recognized for the breadth of his experience, Mr. Irshad has held a variety of roles across general management
05/29/2022
Ellen Cooper Assumes Role of Lincoln Financial Group President and Chief Executive Officer
Cooper will serve as the first woman and 10th president and CEO in company’s 117-year history
05/27/2022
Deutsche Bank hires Citi advisors for int'l biz
He joins after more than 13 years with Citi Private Bank
05/27/2022
Credit Suisse Executive Hired by Brazil Distressed Asset Manager
The partnership allows Jive to start offering less complicated distressed investments to XP’s mom and pop investors and to grow more aggressively through acquisitions.
05/26/2022
Baker Tilly appoints Private Wealth Practice head
In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice
05/26/2022
J.P. Morgan Asset Management Hires New Global Head of Broker Relationship Management
"Optimizing these relationships delivers benefits for the firm as well as our clients, and we look forward to the value Carissa will add to our management team."
05/26/2022
GEM equity manager to exit Abrdn
Developing world specialist to depart asset manager after nearly 13 years with the group.
05/26/2022
Alvarez & Marsal Appoints John Scerbo to Establish Fund Management Solutions Practice
Private Equity veteran to advise PE clients on optimizing operations, becoming more productive and addressing risks
05/25/2022
Northern Trust Appoints Patrick Dominick Senior Managing Director in Barrington Office
He was responsible for the day-to-day management, strategic planning and growth of $5 billion in assets under management and administration.
05/25/2022
Booz Allen Names COO
Leader to drive operational performance, growth strategy
05/25/2022
Baker Tilly appoints Private Wealth Practice head
In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice
05/24/2022
Perigon Wealth Management Successfully Recruits Advisors With Over $750 Million in Assets Under Management
Addition of California Wealth Manager and Delaware-based Team is Continuation of Firm's Growth Trajectory and a Testament to the Scope of its Offerings and Support Solutions
05/24/2022
Casey Franz Named to Lead Digital Strategy at Merrill Lynch
Casey Franz replaces Kabir Sethi as its new head of platforms and capabilities.
05/23/2022
J.P. Morgan Asset Management Hires New Global Data Science Head
She joins J.P. Morgan from Point 72
05/23/2022
First Northern Bank and First Northern Community Bancorp CEO Announces Retirement
It has been an absolute privilege and honor to serve First Northern Bank’s customers, employees, and community members for over 43 years.
05/20/2022
Lincoln Financial Group Promotes Head of Annuity Business
Brian Kroll to retire after 18 years at Lincoln Financial and 40 years in the industry
05/20/2022
Noel Maye To Step Down As Financial Planning Standards Board Ltd. CEO
“It’s been my privilege to have served the international CFP certification program, global financial planning profession and FPSB for two decades,”