04/14/2021
Leading Private Funds Lawyer Joins Ropes & Gray's Asset Management Practice
Strengthens Ropes & Gray's Leading Sponsor and Manager-Side Offerings
People Moves
04/14/2021
BNY Mellon Wealth Management Named Senior Client Strategist in Miami
Dora earned a Bachelor of Arts degree in Political Science and Economics from Boston University
04/14/2021
Brandywine Oak Private Wealth – Welcomes South Carolina Advisor with $500 Million in Client Assets
Lisa Quadrini Earned the #1 Position in South Carolina for the Second Year in a Row on Forbes Top Women Wealth Advisors List
04/13/2021
CI Financial Announces New Chief Financial Officer
Amit Muni’s extensive experience includes 13 years as a public company CFO
04/13/2021
Northern Trust Wealth Management Announces Central Region Leadership Changes
They both bring deep regional experience and expertise that will continue the strong trajectory of growth and expansion our business has experienced in the Central region.
04/13/2021
NorthEnd Private Wealth Launches With Support of LPL Financial
The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, and the SWS model also delivers ongoing, personalized support for daily operations and long-term business management.
04/13/2021
Burns joins CapWealth as a Financial Advisor
is experience in both the financial services industry and private wealth management provides a solid foundation for him to be a trusted advisor to CapWealth clients.
04/13/2021
Journey Strategic Wealth Opens San Francisco Office, Brings on $180M Advisory Team Led by Kristin Bartlow
Previously Bartlow Wealth Management, the team joins Journey from Northwestern Mutual; The advisory team includes Kristin Bartlow, Brett Agnew, Kevin D. Rinow, and Adrienne Braccia Conrad; Bartlow is the first to join Journey since the launch of their RIA
04/13/2021
KKR enhances focus on renewables investing with appointments to global infrastructure team
KKR is committed to investing in the energy transition, an initiative only made possible by increasing renewable energy sources.
04/13/2021
Northern Trust Expands Banking Team in New England
Katherine Berry Templin brings deep expertise serving private equity and asset management clients
04/13/2021
Jacqueline Hess becomes Head of Vontobel Swiss Wealth Advisors
She will be joining Vontobel from Deloitte Private Switzerland, where Jacqueline Hess is currently Managing Partner and where she leads multidisciplinary teams of experts advising private and family businesses, entrepreneurs, family offices and high net w
04/13/2021
Paul Hastings Builds on Strong Litigation Growth with Addition of Leading Investigations and SEC Defense Partner in San Francisco
Mr. Herzinger focuses his practice on Securities and Exchange Commission (SEC) investigations and enforcement actions, internal investigations, and securities class actions.
04/12/2021
Yvette Butler joins Voya Financial board of directors
She will serve on the compensation and benefits committee; the nominating and governance committee; and the risk, investment and finance committee.
04/09/2021
AE Wealth Management Adds Industry Veteran
His duties will also include coaching advisors and helping to increase assets under management for both the advisor and the firm.
04/09/2021
KKR Grows Financial Services Private Equity Team
He brings over 15 years of experience investing in the financial services, business services and technology industries.
04/09/2021
Hamilton Lane Expands Team and Presence Amid Continued Firm Growth & 361 Capital Acquisition
Announces Senior Promotions, Spanning Investment, Client Service, Legal and Operations Teams
04/09/2021
Railsbank appoints chief commercial officer
Hammond said: “It’s exciting to be back with the team and I’m really looking forward to bringing the energy that fuelled Currencycloud’s growth to Railsbank.”
04/09/2021
Hogan Lovells adds former FAA Chief Counsel
He will advise transportation clients on a broad spectrum of regulatory, litigation and corporate matters and help lead Hogan Lovells’ top-rated aviation practice.
04/09/2021
Morgan Stanley Hires $4-Mln UBS Private Wealth Team in Chicago
DiCosola started his career at Banc One Securities in 2000, moved to J.P. Morgan by way of the 2004 acquisition and also joined UBS in 2008, according to BrokerCheck.
04/08/2021
BMO Announces Two New Directors and Confirms Election of Board of Directors
Their knowledge and experience will be an excellent complement to the talented group of individuals serving on our Board.