09/16/2021
JPMorgan hunts online investing growth as new execs hired
Wall Street titan looks to bolster digital investing credentials amid fears it lags rivals
People Moves
09/15/2021
William Blair Expands Investment Banking team
Joins William Blair with a career spanning more than 20 years, most recently serving as managing director at FT Partners.
09/15/2021
RGT Wealth Advisors announces senior appointment
Preceding that, she served as Of Counsel at Chamberlain Hrdlicka, Managing Director at National Advisors Trust Company and Manager at PricewaterhouseCoopers.
09/15/2021
Employment Partner joins Withers in San Francisco
Ann is a highly sought-after advisor across San Francisco’s business and tech communities, advising executives, companies and families.
09/15/2021
Silicon Valley Bank Establishes Physical Presence in Miami
SVB has been working with companies of all life stages in Florida for more than 20 years from its other Southeast locations.
09/15/2021
Pender announces new president
Independent investment firm welcomes seasoned veteran with 20 years of global industry experience
09/15/2021
Gen II Expands European Team in Luxembourg
Duncan J. Christie has joined the firm as Head of Operations and Client Services
09/15/2021
Crédit Agricole CIB Appoints Romina Reversi as Head of Sustainable Banking for the Americas
Romina is an active member of and contributor to the Green and Social Bond Principles and its various working groups, including the New Markets Taskforce and the Sustainability-Linked Bonds Working Group.
09/14/2021
Cresset Adds Five Ex-JPMorgan FAs
Kevin McGuire, Vanessa Ramich, Sarah Burney, Jake Schwinn and Dan Biondi have joined Cresset’s Denver office.
09/14/2021
More Changes at Credit Suisse's Brazilian Arm
Formerly Brazil's top central banker, Goldfajn joined Credit Suisse two years ago to underpin its investment banking ambitions.
09/14/2021
Goldman Sachs appoints Coleman as new CFO, replacing Scherr
The CFO role did not have much cachet on Wall Street until the 2008 financial crisis, when those executives were explaining the mortgage meltdown and investment losses to shareholders.
09/14/2021
Liz Stern to lead Mayer Brown’s Washington DC office
Ms. Stern is consistently top-ranked by Chambers Global, Chambers USA
09/14/2021
IMF Managing Director Appoints Director of the Western Hemisphere Department
He will succeed Alejandro Werner, whose retirement from the Fund was previously announced.
09/14/2021
Rick Headrick named as new IFIC board chair
Investment industry veteran to head institute's board of directors for two-year term
09/14/2021
Capital Group hires Equity Investment Specialist in Canada
He will support growing wealth management and institutional retirement business
09/13/2021
Appnovation Appoints A New General Manager
He is responsible for leading a team based in 13 world-wide locations to deliver value-added Managed Services to Appnovation’s clients.
09/13/2021
Pretium Launches Legal Investment Group
Industry veteran Matthew Cantor will lead new team with support from team of specialized financial and legal professionals
09/13/2021
Experienced Advisor Makes the Move from Wells Fargo Advisors to Seventy2 Capital
Mike Hartman has joined Seventy2 Capital after 12 years with Wells Fargo Advisors
09/13/2021
Zanbato Hires JPMorgan’s Johari as Chief Growth Officer
Platforms like Zanbato, EquityZen and Carta that help sell shares in private companies have exploded in popularity.
09/12/2021
Bank of America Revamps Leadership, but C.E.O. Plans to Stick Around
The nation’s second-largest bank promoted several executives, although it’s unlikely that any of them will replace Brian Moynihan, the chief executive, anytime soon.