12/22/2021
Wilmington Trust Adds Wealth Strategist
Donnelly's hire is one of many that Wilmington Trust recently announced across its business units.
People Moves
12/22/2021
Okcoin adds industry veterans to Leadership team
Formerly at Bank of America, Barclays Capital, and HSBC, new hires join Okcoin following a year of 450% growth in clientele
12/21/2021
Angeles Investments Expands Footprint in Midwest
Former Private Bank Wealth Leader to build upon Angeles’ success in comprehensive wealth management for private families located in the Midwest
12/21/2021
Wilmington Trust Hires senior wealth advisor
In this role, Christof will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations & endowments throughout Western Pennsylvania.
12/21/2021
Ropes & Gray to Open Office in Los Angeles
Veteran PE Partner Brandon Howald Joins as Ropes & Gray Plans to Open Third California Office
12/21/2021
MTI Financial Advisors Congratulates New Team Members on One Year of Success
He served as an intellectual property lawyer for over five years, working for law firms Dykema Gossett PLLC and Schwegman Lundberg & Woessner, P.A.
12/20/2021
International General Insurance Chief Actuary to Join AIG
Mr. Fulcher’s responsibilities will include determining appropriate pricing, reserving, and establishing risk and actuarial objectives that are aligned with AIG’s global actuarial strategies.
12/17/2021
Financial Advisor Brett C. Moore Joins UBS in Beverly Hills, CA
He spent the past five years as a Portfolio Management Director at Morgan Stanley
12/17/2021
Wilmington Trust Adds Wealth Advisor and Senior Wealth Investment Advisor To Growing New York and Tri-State Team
These hires highlight Wilmington Trust's continued momentum in New York City, the Tri-State region, and beyond, which began with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management divisions.
12/17/2021
CIG Capital Advisors Names New Head of Wealth Management
Michele Hennessy Joins Firm to Support Continued Innovation & Growth
12/17/2021
Sklar Kirsh elevates two attorneys in real estate and litigation to Partner
The promotion of Serineh Baghdasarian and Molly Madden is effective Jan. 1
12/17/2021
Manny Picciola named Americas head at L.E.K. Consulting
Picciola has been at L.E.K. since 2008, most recently serving as global co-head of the consumer sector. He has more than 20 years of consulting experience and has directed more than 500 projects in strategy, channel management, consumer segmentation, turn
12/17/2021
PA Consulting adds Nathan Wicker to launch turnaround offering
“Nathan joins at an exciting time in PA’s Energy and Utilities practice. We are rapidly expanding our capabilities across the sector with a host of senior hires and delivering work for clients that’s accelerating many of them towards the
12/17/2021
Mercer appoints Sylvia Diez and Brett Gerard to senior leadership roles
Diez holds a bachelor’s degree in marketing from Robert Morris University.
12/16/2021
BNY Mellon Wealth Management Names Senior Client Strategist in Philadelphia
David joins BNY Mellon Wealth Management from WHYY, Philadelphia's local, member-supported NPR and PBS station, where he served as the director of philanthropy.
12/16/2021
Swiss bank appoints head of new Miami biz
The Miami space will also act as a complement to Vontobel’s existing US asset management business which has offices close by in Fort Lauderdale, Florida and a domestic base in New York.
12/16/2021
Voya Investment Management appoints Head of ESG Research
In this new role, Kane is responsible for leading Voya IM’s ESG investment research process
12/16/2021
International Sustainability Standards Board appoints new Chair
The appointment follows the announcement at COP26 in November about the creation of the ISSB
12/16/2021
EFG hires industry vet from Pershing to lead LatAm operations unit
A spokesperson for EFG confirmed his hire.
12/15/2021
Financial Advisor joins UBS
In this role, Debbie provided full-service banking, lending, investment management, wealth strategies and solutions to ultra-high net worth individuals.