07/19/2022
BNY Mellon Wealth Management Names New Head of Deposits
Prior to joining BNY Mellon Wealth Management, Brian was at Morgan Stanley for 12 years, where he most recently served as executive director, head of Cash Management & Bank Accounts.
People Moves
07/19/2022
JPM Private Bank hires Citi LatAm vet for Miami team
He is switching from the sales and product side to work as a private banker covering Brazil for JPM
07/18/2022
Bluespring Wealth Partners Welcomes David Canter as President
RIA Powerhouse Joins Bluespring to Focus on Key Growth Initiatives and M&A Strategy
07/18/2022
M&T Bank Names Dominique Goss Executive Director of M&T Charitable Foundation
Corporate giving leader will ensure foundation supports all M&T communities,focuses on diversity, equity and inclusion
07/15/2022
Fidelity Exec to Join Kestra’s Bluespring Wealth Partners
Canter spent nearly 13 years at Fidelity, where he most recently served as head of the RIA custody business.
07/15/2022
BoA Names Former Prudential Exec for EMEA Top Post
The Reuters report notes that Gill joined the bank in 2020 from Prudential, where he was in charge of the group’s strategy and mergers and acquisitions deals.
07/15/2022
Lincoln Financial Group Names Executive Vice President, Head of Workplace Solutions
Reid joins the company from Versant Health, bringing 30+ years of industry experience Lincoln also names internal leader Ralph Ferraro to head its Retirement business, reporting to Reid
07/15/2022
Principal Financial Group® names Teresa Hassara to lead U.S. workplace retirement business
Hassara began her career in banking after earning her Bachelor of Arts in Political Science from Vanderbilt University and her Master of Business Administration from The Wharton School of the University of Pennsylvania.
07/15/2022
IDB Bank appoints Kenneth Savio as new CEO of IDB Capital
Savio joins IDB with more than 25 years of experience in the investment banking industry
07/14/2022
Runway Growth Capital LLC Announces New Senior Origination Hire to Expand its Technology Pipeline
Jeff Goldrich Joins Runway's Team as Managing Director, Technology, Bringing Nearly a Decade of Experience in the Technology Sector
07/14/2022
Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office
Experts in family/business law; business management; private lending; and CPA services will align cohesively
07/14/2022
Cambridge Trust Welcomes John Traynor to Wealth Management Team
35-year investment veteran to lead Cambridge Trust's expansion in Connecticut
07/14/2022
Janus Henderson Appoints Two Senior Members to North America Sales Team
These strategic appointments build on the strength of Janus Henderson’s institutional team and reinforce Janus Henderson’s continued investment in hiring top talent across the organization.
07/14/2022
A-rated JPM AM veteran to step off $24bn of funds
Long-serving manager to step down after nearly 40 years with the asset manager.
07/12/2022
Wealthspire Advisors Appoints Honey-Brooks to Expanded Family Office Services Team
Honey-Brooks joins Wealthspire from Coblentz Patch Duffy & Bass, a high-end boutique law-firm in San Francisco, where she practiced for the last five years.
07/12/2022
Jennifer Hawley promoted to banking officer in Alpine Bank Wealth Management
Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview
07/12/2022
Wells Fargo Appoints Chief Executive Officer of Consumer Lending
Santos has served as the company’s head of Diverse Segments, Representation and Inclusion since November 2020
07/12/2022
BlackRock hires deputy head of sustainable investing
Expand investment options
07/11/2022
KKR to appoint Katie Sudol as General Counsel; David Sorkin to become Chief Legal Officer
“Katie has worked very closely with KKR and members of our senior team both in the U.S. and internationally for many, many years. She is a preeminent lawyer and a dynamic leader who is a perfect fit with KKR’s culture.
07/11/2022
Revolut appointed new US CEO
UK-based fintech Revolut has appointed Sid Jajodia as its new US CEO.