10/27/2021
Cresset Expands Presence in the West, Hires Stuart Birdt and Amy MacLeod as Managing Directors, Wealth Advisors
Birdt and MacLeod are based in Santa Barbara and will work with Cresset clients throughout the western United States.
People Moves
10/27/2021
BNY Mellon Wealth Management Named Regional Fiduciary Manager in San Francisco
Karen brings three decades of trust and estates experience in private banking, fintech, legal research and law practice to the role.
10/27/2021
Carlyle Names Operating Executive for its Infrastructure Group
Vilandrie most recently served as Co-Founder and Managing Partner of Altman Vilandrie & Company
10/27/2021
Grant Thornton names San Francisco Partner as firm’s Private Equity Tax Growth leader
Krygier has more than 15 years of experience serving public and private companies across multiple industries.
10/26/2021
Independent Wealth Management Firm, Sentinel Trust Company, Strengthens Leadership Team with Two New Vice Presidents
Devangi D. Thakkar and Foluyinka B. Folowosele join to support organizational growth.
10/26/2021
State Street To Appoint Brad Hu to Chief Risk Officer
Appointment follows planned succession of Andrew Kuritzkes
10/26/2021
AIG Announces Senior Leadership Changes
Appointments Position AIG for Continued Success and Enhance Life & Retirement’s IPO Readiness - Mark Lyons to Become Global Chief Actuary & Head of Portfolio Management, AIG - Shane Fitzsimons to Become Chief Financial Officer, AIG - Elia
10/26/2021
Stonehage Fleming expands the US family office team
The appointment was effective from 13 September 2021.
10/26/2021
BTIG Fixed Income Credit Strengthens Emerging Market Debt Sales Team
Mr. Phillips has more than 25 years of industry experience
10/26/2021
Sun Life announces new President of Sun Life Asia
He will be responsible for one of Sun Life's fastest growing strategic pillars
10/25/2021
Kristin Lesher Named Head of Middle Market Banking for Wells Fargo
Lesher has a B.A. from Duke University, and an MBA from Northwestern University’s Kellogg Graduate School of Management, where she was an F.C. Austin Scholar.
10/25/2021
HSBC hires Pandit to head up sustainable bonds in Europe
The UK lender has named Anjuli Pandit as head of sustainable bonds for Europe, the Middle East and Africa and the Americas, according to an internal memo seen by Financial News.
10/24/2021
Six-Person Advisor Team Joins UBS in New York City
Together, they manage $890 million in client assets.
10/22/2021
Stifel Welcomes Lake Wealth Management Group, Opens Two New Offices in Missouri
he Lake Wealth Management Group will be serving clients from two new Private Client Group offices in Lake Ozark and California, Missouri, along with the firm’s existing office in Frontenac, Missouri.
10/21/2021
Strategic Wealth Partners appoints Director of Investments
Garrison’s Industry Experience Will Bolster the Firm’s Existing Investment Processes
10/21/2021
RBC Add Ex-Morgan Stanley Advisors With $450M
“We also share the firm’s client-first values, which is incredibly important to us as we build wealth management strategies designed to meet our clients’ needs and goals,”
10/21/2021
Chris Smyth appointed as EY Americas private equity leader
Smyth most recently spent eight years as managing partner of strategy and transactions for the US Central region, overseeing a team of more than 1,110 EY professionals in 42 offices.
10/21/2021
ABA elects Zions Bank CEO as chair
Election was held recently in Tampa, Florida
10/20/2021
Bottomline Appoints Three New Directors to Board of Directors
Bottomline also announced that the Board has formed a new Strategy Committee responsible for evaluating and making recommendations with respect to the Company’s market position and strategy, acceleration of subscription revenue growth and opportunit
10/20/2021
North Highland names next CEO
At North Highland, he has been responsible for the firm’s client-facing strategy and sales and demand generation activities, including go-to-market strategies.