07/20/2021
MarketAxess announces transition chief financial officer
Christopher Gerosa, MarketAxess Head of Accounting and Finance, to succeed Tony DeLise as CFO
People Moves
07/20/2021
Moelis Asset Management appoints Head of Business Development
He joins on Wednesday, July 21st and will be based in New York.
07/20/2021
Leading Investment Funds Partner Joins Latham & Watkins in New York
William C. “Beau” Brashares advises fund sponsors in the formation and management of private investment funds.
07/19/2021
Charles Li Elected to MarketAxess Board of Directors
Mr. Li is the former Chief Executive of Hong Kong Exchanges and Clearing Ltd (HKEX), the world’s largest exchange operator, serving from 2010 to 2020.
07/18/2021
Deutsche Bank's international private bank unit hires seven bankers in Americas
The German lender's IPB unit offers advisory and wealth management services to high net-worth individuals and their families.
07/16/2021
Letitia Berbaum Celebrates Role as COO and Wealth Advisor at The Zandbergen Group
The Zandbergen Group launched in late 2020 and recently opened their new state-of-the-art office in Laguna Beach, California
07/16/2021
BCT Investments Expands with New Team of Experienced Wealth Managers
We are delighted to announce the expansion of our BCT Investments services
07/16/2021
Knaffla named VP, trust and wealth management officer for Range Bank Trust and Wealth Management Services
As a practicing elder-law attorney, Knaffla brings 15 years of experience in trust and estate management
07/16/2021
BNY Mellon Shuffles C-Suite Heads
Before joining BNY Mellon Wealth Management, Grant served as head of global investment and product strategy for Mellon Investments.
07/15/2021
Female-Led Team Managing $800MM Joins Insigneo From Wells Fargo
Nilia Gasson has been living in Miami since 1965 and has served 40 years in the industry as a Financial Advisor, 30 of them were at Wells Fargo Advisors and its predecessor firms.
07/14/2021
Fast Growing Wealth Management Boutique – Summit Trail Advisors – Expands Family Office With 11-Person Financial Planning Team Focused on Ultra High Net Worth Families
Summit Trail to Provide a Full Suite of Family Office Services to the UHNW Market
07/14/2021
Blackstone Hires Courtney della Cava as Senior Managing Director and Global Head of Talent & Leadership for its Portfolio Companies
She joins the firm from Bain & Company, where she was a Partner in its Leadership and Talent Practice based in San Francisco.
07/14/2021
RBC Nabs Trio of Credit Suisse Bankers to Expand Tech Franchise
The three will join after a so-called gardening leave.
07/14/2021
Withers promotes seven partners across US, Asia & Europe
The new partner appointees include litigators, property lawyers, an investment fund advisor and a tax and estate planning lawyer
07/13/2021
Statement on the appointment of a Senior Deputy Governor of the Bank of Canada
She has an excellent track record in the global central banking and supervisory community and will be an asset to the Bank of Canada in her new role.
07/13/2021
Greycourt Announces Leadership Transition
He is a pioneer and an expert in tax-efficient investing and leads the tactical analysis efforts at Greycourt
07/13/2021
1792 Wealth Advisors Adds to Management Team with Three Industry Veterans
Talent acquisition bolsters support for building scale and infrastructure
07/13/2021
First Republic Bank Extends Contract of Founder, Chairman and CEO Jim Herbert
Enters Into Contract With Hafize Gaye Erkan as Co-CEO
07/12/2021
S&T Bancorp Announces CEO Transition
"Following a comprehensive search process that considered internal and external candidates, the board concluded that Chris is the right leader for S&T.
07/09/2021
GCG Wealth Management Announces the $80 million dollar recruitment from Wells Fargo
GCG Wealth Management has announced a recruitment into their new Lake Norman office after recently announcing multiple acquisitions and a new Charlotte headquarters in South End.