02/25/2022
Creighton AI Announce A New CEO
Terry Feeney, former COO of Millennium Management, joins leadership team as senior advisor
People Moves
02/25/2022
Itaú restructures global wealth management leadership team
Meanwhile, fellow São Paulo-based Nicholas McCarthy was appointed CIO for all of Itaú’s wealth management businesses.
02/24/2022
Wealth Enhancement Group Accelerates Multi-Year Growth Strategy by Appointing Eric Weiss as Chief Growth Officer
Seasoned C-Suite FinTech Leader from Personal Capital to Focus on Digitally-Enabled Organic Growth
02/24/2022
Buccella Named Ethic’s Next CEO
EWB focuses on high-net-worth private banking.
02/24/2022
Advisor Group appoints three senior executives
Tim Hodge Named Executive Vice President, Trading and Operations; Jen Roche Appointed Senior Vice President, Corporate Content, Communication, and Public Relations; Aiyisha Adams Hired as Vice President of Advisor Engagement
02/24/2022
Lincoln Financial Network Strengthens Commitment to Diversity and Inclusion with New Head of Multicultural Markets
Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs
02/24/2022
Longtime UBS executive joins Cantor Fitzgerald
Cantor Fitzgerald Asset Management is seeking to dramatically grow its footprint in client-focused outperforming strategies.
02/24/2022
Columbia Trust Company appoints new president
Kevin Donovan Remains CEO of Columbia Trust Company
02/24/2022
Delegate Advisors Names President and Chief Investment Officer
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth
02/23/2022
Pitcairn Names MD of Wealth Strategies
Industry veteran brings more than two decades of legal, tax, and wealth management experience to leading family office
02/23/2022
Advisor Group welcomes Lars Lambrecht to uts platform
Massachusetts-Based Independent Financial Advisor Business Affiliates with Advisor Group Through SagePoint Financial
02/23/2022
Arden Trust appoints Chief Fiduciary Officer
“Jennifer brings deep industry knowledge of trusts and financial planning to her new role,”
02/23/2022
CalPERS Names New Chief Investment Officer
Musicco joins CalPERS from RedBird Capital Partners, where she led the firm’s Canadian investment business.
02/23/2022
Citi Miami senior advisor joins Morgan Stanley to form $1bn team
Pardo’s exit follows those of fellow industry veterans and Citi advisors José Ibarra and Fernando Campoo, the latter having joined Alex.
02/22/2022
Slate Asset Management Launches Impact Investment Strategy
He will lead the firm’s new Cities and Communities Impact Infrastructure Strategy, which will target infrastructure assets that advance the global energy transition and drive reductions in carbon emissions associated with our cities and communities.
02/21/2022
FansXR Announces New Advisory Board Member
New advisor Bradley Rangell is Chief Executive officer and Chief Investment Officer at Iron Clad Sports a New York based sports
02/18/2022
Oppenheimer Continues Investment Banking Growth Momentum With Appointment Of Jason Fenton As Co-Head, Healthcare Equity Capital Markets
Fenton Brings Exceptional Relationships and Experience in Capital Raising for Life Sciences Companies
02/18/2022
Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth
They join from Wells Fargo Advisors.
02/18/2022
First Republic Bank Announces Two Board Appointments
Board Welcomes New Director Shilla Kim-Parker, Reappoints Founder and Co-CEO Jim Herbert
02/18/2022
IQ-EQ appoints new Senior Managing Director of Accounting & CFO Support Services in North America
In this newly created role, Ray will be key in driving IQ-EQ’s efforts to grow its outsourced CFO business in the U.S., with a particular focus on private equity clients.