05/29/2020
UBS poaches XP Private USA CIO
Pepper will officially join UBS in New York on June 1 and will report to Coutinho.
People Moves
05/27/2020
Four Wealth Managers Join First Republic in New York
They share First Republic’s commitment to exceptional client service.
05/27/2020
Big win: UBS hires $1.5B team
Starting in 2016, UBS cut back on recruiting efforts in order to shift resources elsewhere and to cut hiring costs.
05/27/2020
Texas Capital CEO steps down as $5.5B merger with Independent Bank called off
Texas Capital says it will conduct a search for a permanent CEO with the assistance of executive search firm Egon Zehnder.
05/27/2020
Second LA finance partner joins DLA Piper
DLA recently advised on a USD 40 million financing round for artificial intelligence company Paradox.
05/27/2020
Mercer taps head of responsible investment
Mr. Fanger was previously CEO of Swell Investing, an impact investing company that closed in 2019.
05/22/2020
iA Financial appoints new EVP of wealth management
Sean O’Brien replaces Carl Mustos, who has left the company
05/22/2020
Guggenheim Securities Hires Clio Crespy to Expand Energy Investment Banking Group in Houston
She joins Guggenheim most recently from Evercore, where she was a Managing Director in the Energy investment banking group.
05/21/2020
BNY Mellon Wealth Management Names Regional President in Los Angeles, CA
Prior to joining BNY Mellon Wealth Management, he worked as the Regional Director of the Pacific Northwest Region at Bessemer Trust.
05/21/2020
genesis expands leadership team with appointment of Global Head of Platform
The appointment of Kolba comes at a key time for both genesis and the industry.
05/21/2020
Oppenheimer & Co. Inc. Announces Gary Domoracki Joins The Boston Office As Branch Manager And Managing Director Of Investments
He has previously assisted clients in navigating many major market milestones and is an especially reliable and trusted source for guidance through difficult market conditions
05/21/2020
Bank of America insurance investment banking chief exits
Solomon is leaving Bank of America to become the chief financial officer of an insurance company, the sources said, requesting anonymity ahead of an announcement that could come in the next few days.
05/21/2020
Thornburg Appoints New Chief Marketing Officer
John V. Hackett, CFA, to Lead Global Marketing Initiatives
05/21/2020
Gil Karni appointed head of Bank Hapoalim’s US operations
Karni has nearly three decades of extensive executive and corporate and commercial banking experience with Bank Leumi.
05/20/2020
JPMorgan Hires Barclays’ Credit Trader
At Barclays, he also held roles on both sides of the Atlantic, including head of the high-grade credit-default swaps team, the people said.
05/20/2020
Chubb names chief underwriting officer for North America
McLaughlin previously served as executive vice president and property and marine manager
05/20/2020
Stifel Augments Leading Restructuring Capabilities With Key New Hires
Both have a broad range of experience and expertise, including in restructuring, which is in high demand due to economic fallout from the COVID-19 crisis.
05/19/2020
BNY Mellon Wealth Management Names Senior Wealth Manager in Newport Beach, CA
Dan will report directly to Managing Director, Chad Johnsrud.
05/19/2020
Chubb Appoints Chief Underwriting Officer of its North America Middle Market and Small Business Insurance Divisions
Based in Whitehouse Station, N.J., Ms. McLaughlin will report to the Division Presidents of both the company's Small and Middle Market business lines.
05/19/2020
Fiduciary Trust International Continues Expanding its New York Office, Welcoming Maudie Long, CFA® and David DeStefano
Ms. Long holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society New York, and Connecticut Hedge Fund Association.