10/04/2022
Steward Partners’ Wealth Head Exits
“We wish Doug every success in his future endeavors.”
People Moves
10/04/2022
Michael Rubenstein Joins Pennington Partners as Director of Estate and Wealth Planning
A renowned estate planning attorney, Rubenstein will support Pennington's national network of ultra-high net worth families
10/03/2022
Credit Suisse exec exits with private bankers in tow
Wenceslao Browne, head of the Southern Cone region in Latin America, departed the firm this week along with a handful of private bankers.
10/03/2022
Fortitude Re appoints CEO
Neches joins from global investment firm Carlyle
10/03/2022
M&T Bank reports 325 layoffs in CT, plans to cut 333 more jobs
When they were originally announced, the layoffs were condemned by many elected officials including Tong, who also sent a related letter to M&T in August 2021.
09/30/2022
Santander Miami senior advisor duo exits for Merrill Lynch
Felipe Quintero Corredor and Juan Carlos Londoño have joined Merrill Lynch WM’s Brickell Avenue-based complex led by Andres de Corral, the firm’s Florida region managing director.
09/30/2022
$420 million advisor team joins UBS in Georgia
The team is led by Financial Advisors Todd Emily and Ashley Carney, and will be based in a new branch office location in Athens, GA.
09/29/2022
Wealth Enhancement Group Grows by Adding Bohmer Kilcoyne Wealth Management, a Hybrid RIA with $677 Million in Client Assets
This Addition Brings Wealth Enhancement Group's Total Client Assets to More Than $57.3 Billion.
09/29/2022
CapStar Announces R. Chuck Hunt as SVP, Correspondent Banking Relationship Manager
Chuck earned his bachelor’s degree from the University of North Alabama and is a graduate of the prestigious LSU School of Banking.
09/29/2022
Brookline Bank names Hingham resident David A. Bourret "Senior Vice President"
A long-time resident of Hingham, MA, Bourret holds a bachelor’s degree of science in finance from Boston College.
09/29/2022
Sound Point Capital Management Hires Merrill Martin from CSAM for Independent Wealth Channels
“Merrill’s experience and understanding of the market will significantly increase Sound Point’s ability to raise assets within the independent wealth community and we are excited to have him join us,”
09/29/2022
Cetera Welcomes $3 Billion AUA Burrows Capital Advisors Team
Texas-based team focused on bringing institutional expertise to retail investors
09/29/2022
Celsius appoints interim CEO as founder Alex Mashinsky resigns
Celsius suspended withdrawals in June to stabilise liquidity and protect and preserve its assets, citing “extreme market conditions”.
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.
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.