02/10/2022
Morgan Stanley Veteran Joins Fleming’s Rockefeller
Sharma also plans to form an investment company, Breakout Capital, in which Rockefeller Capital Management will be a partner.
People Moves
02/09/2022
BNY Mellon Wealth Management Expands Seattle Office with Two New Hires
Ben and Patrick bring impressive credentials to support our efforts to further grow and provide a full team of Wealth Management professionals to support the diverse needs of our Seattle and Puget Sound region clients as we work to deliver our Active Weal
02/09/2022
Tiburon Founder Chip Roame Joins DPL Financial Partners Board
Industry titan brings decades of leadership experience and extensive industry connections to commission-free insurance platform for RIAs
02/09/2022
Chief Strategy Officer joins Pitcairn
Veteran executive brings impressive financial and technology experience to further augment Pitcairn's industry-leading client service platform
02/09/2022
Pinnacle Bank Appoints Senior Vice President, Senior Relationship Manager
She began her banking career with Imperial Bank as an AVP Commercial Loan Officer and rose to Regional Manager.
02/09/2022
The benefits of Banking as a Service for traditional banks
Ms. Davis began her banking career with Imperial Bank as an AVP Commercial Loan Officer and rose to Regional Manager.
02/09/2022
FIS Names President
"Her bold, experienced leadership will ensure that FIS continues to set the pace for how the world pays, banks and invests."
02/08/2022
FWA appointments first president
She added that she looks forward to supporting the Alliance’s client-centric members and continuing to promote the company’s core value of Placing Families First.
02/08/2022
Deutsche Bank Eyes Florida Expansion, Moves Burrows to Miami
Burrows will move to Miami from New York City as part of his new role, according to a memo to staff seen by Bloomberg News.
02/08/2022
McKinsey partner joins Google as head of tech and society
The new appointment arrives as tech firms such as Alphabet and Meta face mounting criticism about the negative effects of their products and corporate practices.
02/08/2022
Weil Adds Private Equity Partner Robert Rizzo in New York
“We are delighted to welcome Robert to the Firm,” said Weil Executive Partner Barry Wolf."
02/08/2022
Participant Capital Names Bernard Wasserman President
The financial industry veteran will advance Participant Capital's mission to empower wealth managers with the ability to invest their clients' capital in Class A real estate developments alongside institutional investors
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
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.