03/14/2022
SBI hires chief financial officer
He has an MBA from New York University and a bachelor’s degree in accounting from Binghamton University, as well as a CPA certification.
People Moves
03/11/2022
Premier Wealth Advisors, LLC names Edward P Mally as Portfolio Manager
Prior to PWA, for more than 12 years, Ed was Managing Director and Head of Institutional Research for Imperial Capital, LLC.
03/11/2022
Citi’s Digital-Assets Group Co-Heads Depart to Start New Venture
The bank formed the unit as investor demand for digital assets soared despite wild swings in the prices of major cryptocurrencies.
03/11/2022
Global Impact announces the appointment of 5 new Board members
These individuals will add tremendous value to the organization with their philanthropic expertise from across the public, private and nonprofit sectors.
03/11/2022
Gowling WLG's IP Group expands team
Recognized as a certified information privacy professional by the International Association of Privacy Professionals
03/11/2022
Exclusive: Nuveen to set up shop in Switzerland
The US asset manager plans to appoint Christian Leger as country head for Switzerland.
03/10/2022
Alma Bank Hires Executive Vice President within its Private Banking Group
Alma Bank announces the appointment of John C. Tsunis as Executive Vice President within its Private Banking Group. Mr. Tsunis comes to the Bank with over 28 years of banking and real estate experience, including 12 years at Gold Coast Bank, headquartered
03/10/2022
BNY Mellon Announces Leadership Succession Plan Naming Robin Vince CEO-Elect
He has held numerous leadership positions over his tenure, including as CEO since September 2019.
03/09/2022
Evercore Wealth Management Promotes Sebastian Granzo to Partner
He earlier worked for nine years at JPMorgan & Chase, Co., where he started his career and assumed a variety of roles with increasingly responsibility.
03/09/2022
Merrill Lynch boosts South Florida wealth biz with Morgan Stanley hire
While at Morgan Stanley, she reported to market director and branch manager Natasha Stephanik who joined JP Morgan’s wealth management business in New York last year.
03/09/2022
IQ-EQ appoints Head of Debt, Capital Markets & Corporates for the Americas
He is a perfect fit for this newly created role
03/09/2022
Paysafe selects JPMorgan as core banking provider
The global financial services firm’s work for Paysafe will be led from its Payments business
03/08/2022
Wealthspire Advisors Names Executive to Lead Family Office Initiative
Heather Flanagan joins from Rockefeller Capital Management
03/08/2022
Lincoln Financial Group Welcomes Chief Accounting Officer
A certified public accountant, Cohen graduated from Bucknell University with a B.S. in Business Administration, General Management
03/08/2022
Santander reels in $2bn Citi private banker to lead Brazil UHNW unit
He joined Citi Private Bank in 2001
03/08/2022
Expanded Ownership of Wambolt & Associates Wealth Management Firm Enhances Client-Centered Service
Jenkins, Managing Director of Planning and Investments, and Alvarez, Senior Wealth Management Advisor, have both been on the Wambolt team for nearly 10 years.
03/08/2022
BNY Mellon Wealth Management Announces New York Tri-State Market President Promotions
They represent the best qualities within our staff, including deep wealth management expertise
03/07/2022
Mackenzie Investments names new CEO
During his time at the company, Mr. McInerney played a key role in the number of deals the asset manager completed.
03/07/2022
First Sentier appoints deputy CEO
"I look forward to working closely with Ueno-san in his new role."
03/07/2022
Alvarez & Marsal Strengthens Tax Technology Expertise
Sixteen-year industry veteran develops and implements innovative tax technology solutions