10/30/2020
Bank of America equities chief Fab Gallo is leaving after nearly a decade at the firm
"It's been an honor to lead the division for the last nine years. We have built a world-class team to serve our clients and we are proud of our collective accomplishments," Gallo said in the memo.
10/30/2020
Wells Fargo MD departs for JonesTrading equity trading lead role
Jon Jefferies joins JonesTrading as managing director of equity trading in New York after almost five years with Wells Fargo.
10/30/2020
Former IRS Criminal Investigation Chief, Don Fort, Joins Kostelanetz & Fink
Fort Named Director of Investigations at Tax and White-Collar Boutique
10/29/2020
Further Elevating Pathstone's Mission and Vision as The Modern Family Office
10/29/2020
Loupee, the team’s managing director, spent the first 32 years of his career at Merrill Lynch, while Graziani, senior vice president, joined the industry with Merrill in 1995, according to records.
10/29/2020
Matthew DiFrisco Joins as Managing Director in the Consumer and Restaurant Sector
10/29/2020
Ms. Wirts was most recently an investment advisor at Hawthorn, PNC Family Wealth® in Philadelphia.
10/28/2020
Growth Strategy to Leverage Leading Digital Banking Capabilities as Adoption Accelerates
10/28/2020
Papadakos will be based in Vancouver and responsible for the development of new business relationships as well as management of the current client portfolio.
10/28/2020
FlowStone Partners has provides high-net-worth and family office investors access to private equity opportunities through secondary, primary, and co-investment strategies
10/28/2020
They join B. Riley Wealth Management from Wells Fargo Advisors Financial Network where they had worked since 2013.
10/27/2020
Accomplished Executive to Further Accelerate Advice-focused Strategy
10/27/2020
American International Group (AIG) has named Peter Zaffino as new chief executive officer (CEO), effective March next year, with Brian Duperreault set to become executive chairman, as the insurer reveals its plans to separate its life & retirement bus
10/27/2020
Brian Duperreault will become Executive Chairman and Douglas M. Steenland, currently Independent Chairman of the Board, will become Lead Independent Director, also effective March 1, 2021.
10/27/2020
Family Enterprise Solutions to support family office strategy, structure and governance
10/26/2020
Rockefeller Capital Management Continues Growth with Chicago Expansion
Chicago-based CM Private Wealth Marks 25th team to Join in 2020
10/23/2020
Current head of Chubb Canada, Ellen Moore, appointed Chair of Canadian Operations, will retire at the end of the year; John Alfieri to assume role of President, Chubb Canada.
10/23/2020
It is not yet known who is taking over his role as global head of private banking.
10/23/2020
Mr. Roth previously served as CEO of AIG Advisor Group, as well as CEO of Cetera Financial Group, two of the nation's largest networks of independent financial advice firms, encompassing thousands of independent wealth management practices across the
10/23/2020
Julius Baer director exits to launch São Paulo wealth shop
Justus and Eraldo Salles also plan to launch Legend Investimentos, a business that will aim to attract independent financial advisors and will offer access to BTG Pactual’s digital platform, according to reports.