04/26/2022
Leading Private Equity Practitioner Joins Dechert
Mr. Cosgrove is admitted in New York and New Jersey. He received a law degree from Rutgers University School of Law.
People Moves
04/26/2022
The National Capital Bank of Washington Appoints President
The National Capital Bank of Washington, a wholly owned subsidiary of National Capital Bancorp, Inc. (OTC Pink: NACB), was founded in 1889 and is Washington’s Oldest Bank.
04/26/2022
Snowden Lane Partners Adds $350 Million Advisor Team to Continue Strong International Momentum
Former Fieldpoint Private Advisors, Andrew Randak, Nicole Boutmy de Katzmann and Kristian Sedeño, Join Snowden Lane Partners
04/26/2022
Tom Hamilton joins Bite Investements as CIO
“Bite has a unique business model and value proposition for investors,”
04/22/2022
Attain Partners promotes Ellen Walsh to partner
"We are pleased to welcome Ellen to the partnership. She has been instrumental to our company since its founding and has played a critical role in the company's growth, impact, and history,"
04/22/2022
Jay Bhutani named President of Raintree Wealth Management
He joins RWM with over 25 years of expertise in investment and wealth management
04/21/2022
SEI Appoints Board of Director
Senior Technology Leader Brings Deep Expertise in Digital Transformation for Wealth Management
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.