12/22/2020
Michelle Moore named digital platform leader at Wells Fargo
Michelle is a dynamic leader with strong experience developing digital-first customer experiences
People Moves
12/22/2020
CMG ECM Platform Strengthens Board with Appointment of Former Bank of America Executive and Former Fintech CEO
Her background also includes two decades of private equity investing in transformational technologies both at Bank of America and GE.
12/22/2020
Latham hires Travers Smith's co-head of corporate in latest top-level London hire
US giant hails Paul Dolman's 'highly complementary connections and deal experience'
12/22/2020
BNP Paribas Asset Management appoints Luiz Sorge as Head of Latin America
In this new position, Luiz will look to further grow BNPP AM’s presence and capabilities across the region, whilst continuing to provide the long-term sustainable investment solutions for our clients.
12/21/2020
Michelle Moore Named Wells Fargo Digital Platform Leader
Moore to manage company’s digital capabilities, reimagine digital banking future for customers
12/21/2020
IQ-EQ appoints Head of Client Development in USA
In her new role, experienced financial services professional Wendy will operate primarily under the banner of IQ-EQ subsidiary brand, Blue River, which became part of the group following its acquisition earlier this year.
12/18/2020
Edward Marshall Joins Dentons as Global Head of Family Office and High Net Worth Group
Marshall joins Dentons as a principal and will be based in New York.
12/18/2020
CNB expands Wealth Management division
Their expertise and community involvement will serve valuable for our markets and aligns perfectly with our overall mission.
12/17/2020
Jones Day names 50 new partners
The promotion of these new partners reflects Jones Day's ongoing commitment to developing and advancing lawyers
12/16/2020
UBS Hires Leading Private Wealth Management Advisor Team in Atlanta, Georgia
The team will report to Lane Strumlauf, Southeast Private Wealth Management Market Head.
12/15/2020
Broadridge Names LTX Chairman of the Board
Mr. Certosimo is a non-executive Chairman and will continue in his role as a senior advisor to the executive team at Broadridge Financial Solutions.
12/15/2020
Peapack Private Wealth Management Hires Team from Noyes Capital Management
Scott and Leigh are joining the firm at the perfect time.
12/15/2020
BNY Mellon Wealth Management Announces Laura Kaplan as Market President in Miami, FL
Laura's significant experience in wealth management, and her deep knowledge of the Southeast market, will be a great addition to our Florida team as we continue to grow our Active Wealth offer for ultra-high-net-worth individuals and families.
12/15/2020
BCLP Appoints Jason Marty Chief Operating Officer
In addition to his experience as COO, he also has served as global director of operations and led the development of its Belfast Service Center and alternative legal services platform; global director of marketing; and global director of knowledge managem
12/11/2020
Family Office Veteran Becomes Inaugural Member of Impact Partners Advisory Board
Craft is currently the chief of staff at Impact Partners client Fulcrum Equities, LLC
12/11/2020
Sandeep Sharma joins Wells Fargo
Sharma was most recently at Morgan Stanley where he led coverage of IT Services, Outsourcing and Digital Transformation companies for more than a decade.
12/10/2020
BNY Mellon Wealth Management Appoints Head of Global Family Office
He joins BNY Mellon from the Family Office Exchange (FOX) where he served as Managing Director.
12/10/2020
Christopher Pitzak Joins UBS Private Wealth Management in La Jolla, California
His background as a business owner and as a former professional athlete enables him to bring a unique perspective to his client base.
12/10/2020
AIG Life & Retirement Announces Leadership Changes
Todd Solash takes on responsibility for Life Insurance business
12/10/2020
IQ-EQ appoints Head of Client Development in USA
This newly created position reflects the significance of the region to the group’s growth strategy and directly supports plans to expand its Americas offering and client base throughout 2021 and beyond.