09/23/2022
BSSF Wealth Merges with Lighthouse Wealth Management and Adds New Advisor
He received his Juris Doctorate degree cum laude from the University of Maryland Francis King Carey School of Law.
People Moves
09/23/2022
Fiduciary Trust International Welcomes Wealth Director in Boca Raton Office
Organization Continues to Expand Footprint in South Florida
09/22/2022
Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group
Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial Markets group.
09/22/2022
SimplePractice Appoints Chief Product Officer
Knox’s extensive experience brings practice management solutions for health and wellness practitioners to the next level
09/22/2022
Monroe Capital Expands its Institutional and High Net Worth Business Development Team
They bring many years of experience and relationships within the limited partner community to Monroe and we are excited to have them.
09/21/2022
Woodson Wealth Management Begins Its Planned Expansion
Woodson Wealth Management announces the opening of its new office in Austin, TX
09/21/2022
Nadi Son Joins Fiduciary Trust of New England as VP and Senior Wealth Advisor
Son earned her BS in Finance and Marketing from Fordham University and her JD and LLM in Taxation from New York Law School.
09/20/2022
Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth
She’s part of a division that’s a priority for the biggest US bank.
09/20/2022
Stephens Investment Banking Expands Health and Life Sciences Capabilities With Two Senior Bankers
Stephens continues to strengthen our offering within Health and Life Sciences
09/20/2022
Merrill Private Wealth Broker with $4.5B Book Launches RIA in San Francisco
Chopra said in a statement that he needed to run his own registered investment advisory firm to provide a multi-family office service model with investment products and services that would have been off limits at major brokerage firms.
09/19/2022
NewEdge Wealth Expands Coast to Coast with Southern California Addition
Mark Ahmed and Justin Reese join the flourishing firm to serve ultra high net worth clients
09/19/2022
Cryptocurrency Exchange Gemini Names Insider as Compliance Chief
Christopher Mariadason’s promotion is the latest change in the company’s risk and compliance team in recent months
09/16/2022
Fengate appoints Chief Financial Officer
As a leader at Fengate and within her industry, Nina is a mentor for many at her firm and within the financial and infrastructure sectors.
09/16/2022
SS&C Aligns Global Fund Administration and Servicing under the SS&C GlobeOp Brand and Appoints Bhagesh Malde to Lead Next Phase of Growth
The new group will continue to operate as SS&C GlobeOp and brings together SS&C's hedge fund administration, private markets administration, middle office, and insurance global servicing capabilities.
09/15/2022
Merrill Plugs Management Gaps in TX and NJ, Loses Group to Morgan Stanley
He graduated from Merrill’s Market Executive Leadership Academy and had been associate market manager in Boston since August 2021.
09/15/2022
SVB Financial Group Appoints Board of Directors
King will also serve on the board’s Compensation and Human Capital Committee.
09/14/2022
STP Investment Services welcomes as new president
Houlihan was also instrumental in growing Northern Trust’s front, middle and back-office businesses for asset managers and owners.
09/14/2022
Mark Redman Joins Stellex Capital Management as a Managing Partner Alongside the Two Founders and Will Oversee the Firm’s European Operations
Based in Stellex’s London office, he will work with the Firm’s existing European investment team to further expand its investment activities and profile in the region.
09/13/2022
Glenmede Appoints Wealth Advisor
Ms. Becker Joins Glenmede with Deep Expertise in Legal and Estate Planning
09/12/2022
Lazard appoints Managing Director and Vice Chairman of U.S. Investment Banking
He will collaborate with the Capital Markets Advisory Group, and Restructuring and Capital Solutions Group, to best serve corporate and financial sponsor clients.