08/03/2021
KBI Global Investors looks to strengthen foothold in the States
He will be based in the firm’s Boston office
People Moves
08/02/2021
Schulte Roth & Zabel Announces Addition of Leading M&A Lawyer Brian Miner
He joins the firm from Holland & Knight.
07/30/2021
T. Rowe CEO to retire
Stromberg would also step down as his roles as chair of the board and chair of the firm’s management committee but would serve on the board as a non-executive chair.
07/30/2021
AIG Names Sabra Purtill Chief Risk Officer
“I am privileged to step into this important executive role during this transformative time at AIG – and in the broader global environment – to help execute on a risk management framework that balances profitable growth with appropriate
07/30/2021
Winston & Strawn Expands White Collar Litigation Team with Addition of Former U.S. Attorney Marc Krickbaum
As the U.S. Attorney for the Southern District of Iowa, Marc oversaw all civil and criminal litigation in the district.
07/29/2021
Global Wealth Management Welcomes New Medicare Specialist, Megan Reeves
Megan, originally from South Carolina, graduated from Wofford College in 2017 with a Bachelor of Arts in Business and Managerial Economics.
07/29/2021
Arthur J. Gallagher & Co. Appoints New Director
"We are delighted to have Teresa Clarke join our Board of Directors,"
07/29/2021
Canadian Pension fund CPPIB elevates Suyi Kim to Global Head of Private Equity
Kim will lead the private equity department, which makes investments globally, both directly and with partners
07/28/2021
Industry-Renowned Wealth Team Joins Old National to Lead Investment Management and High-Net-Worth Services
The executive trio spent the past decade overseeing Abbot Downing, a Wells Fargo business centered on ultra-high-net-worth clients, which Steiner spearheaded and led since its inception in 2011
07/28/2021
Brown Wealth Management Hires New Director of Wealth Planning Ahead of Potential Tax Reform
Adding to Brown Wealth Management's robust wealth management team, Christopher Pegg brings 15 years of legal, tax, and financial services expertise to the new role
07/28/2021
RBC Global Asset Management grows private markets team with appointment of new Head, Global Infrastructure Investments
Mr. Hay's experience in the infrastructure investment space is extensive.
07/28/2021
Dynasty Financial Partners Doubles Down on Tech
Two FinTech Executives Join the Firm: Frank Coates is Named as Chief Technology Officer and Taylor Howard Joins as Chief Digital Officer
07/27/2021
Wealth Management Group adds independent investment advisor
The Scottsdale resident has joined the firm as an independent investment advisor.
07/27/2021
Lazard Asset Management appoints Head of Sustainable Private Infrastructure
Robert has extensive experience in investing capital across all sub-sectors of the infrastructure asset class to deliver strong returns.
07/27/2021
Wells Fargo Commercial Banking Named Head of Operations
He will lead critical business and lending operations for Commercial Banking
07/27/2021
RBC to create 300 tech jobs at new Calgary Innovation Hub
The new employees will be recruited over a three-year period, and will join the bank's global technology and operations team, which counts 1,500 RBC staff in Calgary and more than 4,000 in Alberta who currently support the bank's wealth manageme
07/27/2021
AdvisorEngine Hires Chief Information Officer
Industry veteran joins in a newly created role focused on helping wealth management firms harness data across CRM and portfolio management to deliver personalization at scale
07/27/2021
BNY Mellon Wealth Management Names A National Director of Portfolio Management
He is based in Boston.
07/26/2021
Richardson Wealth Adds Significant Talent to its National Tax and Estate Planning Team
Mr. Curtis will serve as Vice President
07/26/2021
Ed Dodig aims to expand CIBC’s private wealth arm
Mr. Dodig has been running the bank’s private wealth division in Canada since 2019