04/21/2022
SEI Appoints Board of Director
Senior Technology Leader Brings Deep Expertise in Digital Transformation for Wealth Management
People Moves
04/21/2022
Philip Jodz Joins Fiduciary Trust International as Senior Relationship Manager in Radnor Office
Firm Continues to Expand its Presence in the Philadelphia Area and Beyond
04/21/2022
Three Advisors with Combined $546 Million in Assets Move Their Businesses to Ameriprise Financial Institutions Practice
The former Securian Financial Services advisors joined Springs Wealth Group in Colorado Springs
04/20/2022
Franklin Templeton Hires Industry Innovator
Kaul to Provide Advisory Consulting and Thought Leadership as Part of the Franklin Templeton Institute
04/20/2022
Kyle Caouette Joins Parallel Advisors
Nationally recognized financial advisor, Kyle Caouette, CFA®, CFP®, has joined Parallel Advisors as a Wealth Advisor/Shareholder
04/20/2022
BNY Mellon Wealth Management Named Senior Client Strategist in Seattle
He joins BNY Mellon Wealth Management from Wells Fargo
04/20/2022
Retired JP Morgan CIO joins ASA board
Asa is creating a new path forward in financial services
04/19/2022
Tim O’Hara to Join Corporate & Investment Bank as Head of Banking; Rob Engel Named Chairman of Banking
He joins Wells Fargo from BlackRock where he served as Global Co-Head of Credit since 2017.
04/19/2022
Snowden Lane Partners Adds New Advisor Team to Chicago Office
Led by Industry Veteran, Andrew W. Heitner, The Heitner Group Joins Snowden Lane
04/19/2022
Robeco strengthens Miami offshore leadership with rival hire
Robeco is an international asset manager headquartered in Rotterdam
04/19/2022
Daniel Forman Joins Ropes & Gray in New York as a Partner in the Capital Markets Practice
Daniel’s arrival deepens the firm’s bench of partners who advise leading corporate issuers, private equity firms and investment banks on their largest and most complex securities work.
04/19/2022
Katten Establishes Private Wealth Practice
Katten continues to attract and retain leading attorneys like Kevin in key growth areas such as private wealth
04/18/2022
CBB Bancorp, Inc. Announces Retirement of Chief Executive Officer
James Hong has over 35 years of executive level experience
04/18/2022
O'Gorman joins Professional Wealth Advisors as partner
Prior to joining PWA, O'Gorman served as vice president and financial adviser for nine years in Hinsdale. She is a graduate of Lewis University, where she majored in business administration.
04/18/2022
Mark Adams Named Regional Director at J.P. Morgan Wealth Management
Mark was previously a Regional Director in Banking at JPMorgan Chase. He earned a bachelor’s degree from Clemson University and an MBA from Georgia State.
04/14/2022
Imperium Consulting Group adds Senior Director
“We are thrilled to have Scott join us. His strong cyber background will enhance our existing cyber consulting offerings, enabling us to help clients better manage, mitigate, and recover from the significant risks of cyber attacks.”
04/13/2022
Wealthspire Advisors Names Nine New Managing Directors
Heather Flanagan – Flanagan serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust and estate services.
04/13/2022
UBS LatAm advisor joins Vontobel wealth biz
He began his career in finance with ABA Capital Markets in Venezuela
04/13/2022
NewEdge Wealth Names Robin Petty as Managing Director, Head of Wealth Strategy
Industry expert expands firm’s ability to support ultra high net worth clients and navigate the complexities of wealth strategy
04/13/2022
Sionic Appoints Broadridge’s Craig Miller as Chief Client Officer
Our first ever CCO has a global focus on new business development and client account management