02/08/2022
Wells Fargo Hires Real Estate Banker Donovan Campbell From RBC
Campbell joined RBC in 2013 after working for Morgan Stanley in New York and London
People Moves
02/07/2022
GAMCO Names Doug Jamieson to Board
Jamieson has been with GAMCO over forty years, having joined the firm in March 1981 as a research analyst.
02/07/2022
Ebanx appoints Google's president, global payments
Ebanx has a consistent trajectory, launching products and services that open many doors: from the business to consumer market
02/04/2022
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
LatAm wealth shop poaches rival director for Mexico biz
Inexco caters to affluent and high-net-worth clients, as well as financial intermediaries and their clients.
02/03/2022
Former Goldman Sachs VP Joins $1B Wealth Management Firm, Aaron Wealth Advisors, Expanding Presence to Newport Beach, CA
Alexander Fedynsky joins Aaron as Managing Director, Investment Advisor & Wealth Planner to Lead the new Newport Beach, CA Office
02/03/2022
Former XP wealth manager joins BTG Pactual
She previously spent more than two years at BTG Pactual, initially as a senior private banker and relationship manager for the firm based in São Paulo.
02/03/2022
AllianceBernstein Announces First Global Head of ETFs
He will be responsible for bringing AB's diverse set of investment capabilities to the active ETF marketplace.
02/03/2022
HSBC USA Announces Four New Appointments to Its Boards of Directors
When we set out to appoint new members to our Boards, we were focused on finding experienced individuals who would bring diverse views and perspectives
02/03/2022
Halo Investing Adds Former KeyBank Wealth Management President to Advisory Board
Mr. Jenkins has deep experience in all segments of the wealth management business and across banking, RIA, and Broker-Dealer channels. He also is known for his client-focused approach that is inclusive of technology solutions.
02/03/2022
Principal Financial Group Announces New Head of U.S. Retirement Business
Schaaf departs Principal after serving in key leadership roles across the organization.
02/02/2022
Starboard Advisors appoints Family Office president
As a seasoned family office executive with 24 years of experience serving major family offices in New England, Ouellette brings a unique perspective and focus on client service to the privately owned wealth management firms.
02/02/2022
WMS Partners Adds Four New Employee Shareholders
Tim Chase, Chairman of WMS, said, “Laura, Chris, Sam, and Nate represent the very best of WMS, and we are thrilled to welcome them as new shareholders.”
02/02/2022
Concert Group Adds To Management Team
Ms. Fetter, who will report to Concert’s Chief Legal Officer Matthew Wagner, takes up her post on February 1, 2022.
02/01/2022
Harbourfront Wealth appoints MD of Tax & Wealth Planning
Paul is responsible for nationwide directives including the development of a Wealth and Estate Planning division, an Investment Advisor Training and Education program, and the ensemble of a National Strategic Partnership Network for his previous firm, Can
02/01/2022
First Western Trust Hires New Market President
She is a proud native of Scottsdale, having called the area home her entire life. Her professional credentials include leadership positions at First Citizen’s Bank and BBVA
02/01/2022
KeyBank names Chief Diversity, Equity, and Inclusion Officer
Helena holds a bachelor's degree in Business Administration and Marketing Management from University of Colorado and an MBA from Hamline University.
02/01/2022
Key Private Bank named regional sales leader for Central New York
She is responsible for leading the sales and service efforts of Key Private Bank
02/01/2022
Pinnacle adds to US leadership
The US is now Pinnacle's largest market by funds under management outside of Australia.
02/01/2022
Robert Smith of Scottsdale Financial Group Joins Focus Partner Firm TMD Wealth Management
Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.