09/28/2022
Ten advisors managing $2.85 billion join UBS in Washington, D.C.
The advisors joined UBS from Merrill, where they advised high and ultra high net worth families and institutions.
People Moves
09/28/2022
Stratos Wealth Advisors Welcomes Investment Advisor
Chicago and Maine-based Veteran Chooses Stratos for its Vast Suite of Services Available to Affiliated Practices, Including Technology and Practice Management Support
09/27/2022
Regions Bank Strengthens Real Estate Capital Markets Capabilities with the Addition of Industry Veteran
Henderson to serve as syndications lead for Regions Affordable Housing’s distribution business.
09/27/2022
Wealth Management Team Led by Harold Reinstein and Michael Nelson Joins First Republic
They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
09/26/2022
Scotiabank announces Brian J. Porter's retirement, names Scott Thomson as President and Chief Executive Officer
Mr. Thomson is currently President and CEO of Finning International Inc. and has been a member of the Scotiabank Board since 2016.
09/26/2022
Vero Wealth Management Becomes 25th Team to Join Linsco by LPL Financial
The team reported having served approximately $380 million in advisory, brokerage and retirement assets*, and join LPL from Truist Investment Services.
09/23/2022
Northern Trust Appoints Senior Portfolio Advisor in New York Market
She will be based in the Greenwich, Connecticut office.
09/23/2022
Wells Fargo bolsters M&A team in Europe and Asia with three senior hires
The US investment bank is adding dealmakers in Europe, as M&A 'remains a strategic growth opportunity'
09/23/2022
PwC names Global Private Equity Leader, and prioritizes investments in Digital Transformation and ESG capabilities
The appointment comes as PwC expands its focus on ESG for the PE and sovereign investment fund (SIF) industry
09/23/2022
Roku Names Three Executives to New Roles as Presidents of Media, Devices, and Consumer Experience
As Roku grows internationally, these positions will help bring more focus to key areas of our business as the global shift to streaming continues
09/23/2022
Hewlett Packard Enterprise names technology leader and former DARPA director, to Board of Directors
Dugan joins HPE Board with 30 years of advanced technology development, engineering and business leadership experience
09/23/2022
BSSF Wealth Merges with Lighthouse Wealth Management and Adds New Advisor
He received his Juris Doctorate degree cum laude from the University of Maryland Francis King Carey School of Law.
09/23/2022
Fiduciary Trust International Welcomes Wealth Director in Boca Raton Office
Organization Continues to Expand Footprint in South Florida
09/22/2022
Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group
Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial Markets group.
09/22/2022
SimplePractice Appoints Chief Product Officer
Knox’s extensive experience brings practice management solutions for health and wellness practitioners to the next level
09/22/2022
Monroe Capital Expands its Institutional and High Net Worth Business Development Team
They bring many years of experience and relationships within the limited partner community to Monroe and we are excited to have them.
09/21/2022
Woodson Wealth Management Begins Its Planned Expansion
Woodson Wealth Management announces the opening of its new office in Austin, TX
09/21/2022
Nadi Son Joins Fiduciary Trust of New England as VP and Senior Wealth Advisor
Son earned her BS in Finance and Marketing from Fordham University and her JD and LLM in Taxation from New York Law School.
09/20/2022
Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth
She’s part of a division that’s a priority for the biggest US bank.
09/20/2022
Stephens Investment Banking Expands Health and Life Sciences Capabilities With Two Senior Bankers
Stephens continues to strengthen our offering within Health and Life Sciences