05/10/2022
First Western Trust Hires Heath Kinsland to Focus on Denver Tech Center
We are thrilled to have Heath lead our talented team in DTC, and look forward to him growing our presence in the Denver metro market.
People Moves
05/10/2022
D. Ellen Shuman Joins Robertson Stephens Board of Directors
Ms. Shuman brings nearly 40 years of industry experience, with deep expertise as an institutional investor primarily serving endowments and foundations.
05/10/2022
Mary Lucas Joins Prime Capital Investment Advisors
Financial planning expert joins the firm as its Director of Financial Planning and Client Experience
05/09/2022
Leading fintech expert to lead process of building key pillars of open banking system
In this new position, Mr. Tachjian’s mandate is to engage with industry, regulators and consumer representatives
05/09/2022
Janette Caballero Jovic to Join Rockefeller Capital Management
She will be responsible for the strategy and execution of all firm marketing programs, with a focus on supporting growth and business results.
05/09/2022
A&O hires Chief Diversity, Equity & Inclusion Officer
Dennis will be instrumental in deepening and driving A&O’s DE&I strategies as the firm continues to grow.
05/08/2022
Oppenheimer appoints Regional Manager
He is a seasoned industry leader with more than 28 years of financial services experience.
05/08/2022
Morgan Stanley Loses Two Brokers
Polimeni, who had been with Morgan Stanley and its Smith Barney predecessor since 2003
05/06/2022
Sanne announce new Director, Private Equity in the US
Jamie brings more than 20 years’ experience
05/05/2022
Sanctuary Wealth Appoints Managing Director
Brings extensive experience supporting advisors in transition from prior roles with United Capital and Goldman Sachs
05/05/2022
Sionic hires a new Partner
We’re extending our expertise in client lifecycle management
05/05/2022
JPM int'l family office specialist joins US private banking rival
He spent the majority of his tenure at JPM working within its Endowments and Foundations Group
05/04/2022
Northern Trust Announces Asset Management Leadership Change
Thomas joined Northern Trust in 2004 and served in several executive roles over his tenure, including as a member of the Asset Management executive team since 2008 and as a member of the Management Group since 2017.
05/04/2022
Magnus Financial Group Appoints Investment Research Associate
He brings deep financial planning expertise to the firm," said CEO Michael Schwartz
05/04/2022
Innovation. Experience. Leadership. Regions Bank Names Dan Massey as Chief Enterprise Operations and Technology Officer
“Technology is at the core of how we serve customers, and Dan Massey’s leadership and innovative mindset will be a tremendous asset for Regions.
05/03/2022
Guernsey Finance appoints dedicated Business Development Representative for the United States
Director of International Business Development James Crawford said he was thrilled to welcome Jonathan on board.
05/03/2022
SEI appoints Director of Diversity and Inclusion
Okema is responsible for helping all of SEI foster an environment that gives a voice to employees with diverse backgrounds and experiences
04/29/2022
Markel promotes Chief Information Officer
Taylor joined Markel in 2018 and most recently served as Head of Global Technology.
04/29/2022
Houlihan Lokey’s Capital Markets Group Expands Its Public Equity Capital Markets Advisory Practice
Daniel Klausner Joins as a Managing Director
04/29/2022
BMO Private Investment Counsel appoints new chief strategist
Brent Joyce has been hired as chief investment strategist and managing director of BPIC