03/17/2022
Westmount Accelerates Expansion Plans in Orange County With Trio of New Hires
Halbert and Hagopian will focus on cultivating new and existing relationships; Lonergan will advise clients on tax and estate planning matters.
People Moves
03/17/2022
Truist announces Dontá L. Wilson to lead Retail Community Banking and Marketing
Wilson assumes these responsibilities from Brant J. Standridge, who has chosen to leave Truist for a new opportunity.
03/16/2022
Charlene Li joins PA Consulting as chief research officer
Li in 2008 founded Altimeter, a research and advisory firm focusing on disruptive technologies.
03/16/2022
RSM US names Pat Vance head of consulting
He has a bachelor’s degree in management information systems and business finance from Loras College.
03/16/2022
Lincoln Financial Announces Leadership Transition in Group Protection, Retirement Businesses
“The Group Protection and Retirement Plan Services businesses are led by strong teams and sound strategies, and with Dick’s decades of industry experience and deep knowledge of Lincoln’s businesses, we are confident they will continue to
03/16/2022
Bridge FT Expands Leadership Team
Financial Services Technology Executive Tapped to Lead Sales and Marketing for Wealth Management Software and Infrastructure Leader
03/16/2022
RIA SageView Taps Former TD Exec Jim Dario to Lead Wealth Management
Dario will lead organic growth efforts for the Aquiline-backed SageView’s $4 billion wealth management business.
03/16/2022
KKR appoints Senior Advisor to KKR’s global technology team
Appointment further builds on KKR’s position as one of the largest global private equity investors in software and technology
03/16/2022
Deutsche Bank appoints LatAm leader for Swiss unit
Since December 2019, Coppola has been working as head investment manager, Latin America
03/16/2022
Hub names new leader of the high net worth practice
“Our clients are smart and accomplished and are looking for insurance advisor to support them in a world that is increasingly complex and rapidly changing"
03/16/2022
Peapack Private Wealth Management announces new hires
Prior to his appointment at Peapack, Young held the position of vice president, senior trust officer, at Arden Trust Co., where spent the last 20 years administering personal trust accounts.
03/16/2022
Pitcairn Expands Innovative Family Office Strategy to Serve Florida Clients
Wealth management veteran Jay Goetschius to bring new levels of personalized service to one of America's fastest growing wealth markets
03/16/2022
Morgan Stanley Miami director joins iCapital's advisor client unit
Jaffe joined iCapital as a senior vice president
03/16/2022
BlackRock Miami offshore sales manager joins Pimco
This time last year, Pimco hired another BlackRock alumus for its Miami team.
03/15/2022
LPL Financial, The Network Welcome Ascend Wealth Management
They take an authentic approach to helping build their clients’ financial confidence and are committed to serving all clients equally—from hospital floor staff to corporate executives.
03/15/2022
Invest in Others Names Private Advisor Group Cofounder John Hyland Board Chair
From education to health and wellness programs, the philanthropic impact at Invest in Others is far-reaching.
03/15/2022
Christopher Poggi Joins Ropes & Gray’s Market-Leading Finance Practice in New York
He will join partner Patricia Lynch, and a team of lawyers, who advise global clients on securitizations and complex financings.
03/15/2022
Morgan Stanley Loses Atlanta FA Team to Rockefeller
The latest team to jump ship for Rockefeller is The Tramontano Group.
03/14/2022
First Republic Bank appoints CEO
Founder Jim Herbert Transitions to Executive Chairman
03/14/2022
Citi co-head leaves for new venture
Before that he was senior vice president, investment counsellor of Citi Private Bank.