03/28/2022
SVB Securities Strengthens Tech Investment Banking Team with the Addition of Georgi Balinov
"I am thrilled to join SVB Securities' technology investment banking team,"
People Moves
03/28/2022
Mobilum Technologies Appoints New Board Member
Over the course of his professional career, Mr. Mathai-Davis has been involved in a number of successful FinTech initiatives delivering financial services through the use of advanced technologies.
03/25/2022
RGT Wealth Advisors announces President
Along with the deep and abiding client relationships Joe has built over the course of his career, among Joe's greatest achievements are the leaders he has developed and a department he has built of very capable professionals.
03/25/2022
Ex-J.P. Morgan Advisors Los Angeles Manager Signs with Miami Bank
He formally registered on Wednesday with City National’s parent, Chilean bank Banco de Crédito e Inversiones (Bci), in Miami.
03/25/2022
Merrill Miami hires $5.5bn advisor team from Citi Private Bank
Eugenio Retana, Angel Ferrer and Mike Persinski were hired by the firm last month, according to news originally reported by Barron’s.
03/24/2022
Grant Thornton Appoints Chief Financial Officer
The veteran finance and accounting leader brings 30 years of experience to the firm
03/24/2022
BlackRock Sustainable American Income Trust appoints David Barron as a non-executive director
Mr Barron is a Member of the Institute of Chartered Accountants of Scotland having qualified with Thomson McLintock
03/24/2022
Republic Bank Hires Two New Executives in New York
Barrett has more than 24 years of proven contributions in new business development, sales management and staff development.
03/24/2022
Vident Investment Advisory Names Senior Portfolio Manager
“We are building something very exciting here at VIA and thrilled to be adding Jeff to the team.”
03/23/2022
Aspiriant Hires Director in Investment Advisory in Exclusive Family Office
He joins Aspiriant from GenSpring Private Wealth, where he was a portfolio manager and senior family investment officer for ultra-high-net-worth families.
03/23/2022
State Street Taps Goldman Alum as Private Markets Head
Previously, Cole was the managing director of global shareholder and fund services at Goldman Sachs, and has held operational roles at Invesco and Northern Trust.
03/23/2022
Wells Fargo Promotes Broker Succession Architect to Lead HR Role
“Wes brings strong leadership experience and deep knowledge of WIM to his new role,”
03/23/2022
Truxton Trust Names Miles Kirkland, Kevin Brodrick, and Spence Dabbs as Managing Directors and Drew Mallory as Chief Fiduciary Officer
“For several years, these gentlemen have demonstrated the leadership qualities necessary for the success of our clients, colleagues, and shareholders. Their dedication, professionalism, and attendant results are simply awesome.”
03/23/2022
Morgan Stanley IM adds third PM to Heugh’s giant Asia fund
Fund arm of US banking giant names new team member for equity strategy.
03/22/2022
Brown Brothers Adds New Senior Advisor
Mr. Rusk serves on several corporate, charitable and community boards including Tiger Rentals, Midcentral Energy Services, Goodway Technologies, CareerSpring and the WGA Caddie Scholarship Fund.
03/22/2022
Spencer Stuart hires Kearney exec Christine Laurens as CFO
Laurens has a master’s degree in management from HEC Paris and is a CPA.
03/22/2022
Wellington-Altus Elevates Shaun Hauser to CEO and Jordy Chilcott to President in Strategic Leadership Moves
"The momentum we have as a firm validates why I joined Wellington-Altus just over a year ago,"
03/22/2022
Meredith Brown and Wafik Guirgis Join FTI Consulting’s Technology Segment to Grow Global Legal
Meredith and Wafik’s collective experience with corporate legal departments and solving legal operations challenges give them perspective to uniquely understand the needs of in-house counsel.
03/22/2022
Insigneo Welcomes New Head of Investment Products
He also will be supporting the development of new business opportunities and contributing to Insigneo’s recent expansion in Latin America and throughout the United States.
03/21/2022
Swiss Re announces new appointments in Asia and North America
Ivan will have composite responsibilities for all Reinsurance operations in China and serve as Swiss Re’s president in the country.