09/07/2021
Two Financial Advisors join UBS in Portland, Maine
Also joining the firm is Senior Registered Client Service Associate Deborah Erickson.
People Moves
09/07/2021
Max Gokhman Joins AlphaTrAI as Chief Investment Officer
His addition is powerful proof of how we are seeking to blend technical innovation with experienced financial discipline.
09/03/2021
Securities & Financial Services Partner Rejoins Dorsey & Whitney in New York
“I am excited to return to Dorsey,” said Mr. Saperstein.
09/03/2021
Scotiabank shuffles key executives as it looks to boost wealth-management division
The change in leadership comes just two years after Mr. Gilchrist took over the management of the brokerage department from Rob Djurfeldt, who left the company after 28 years.
09/03/2021
Northern Trust Strengthens Chicago Commercial Banking Team
Adam Kerbis Joins as Banking Relationship Advisor
09/02/2021
SS&C Promotes Jason White to General Counsel
He will lead the Company’s legal department and serve as the Corporate Secretary.
09/02/2021
Credit Suisse appoints former Morgan Stanley banker in Mexico
Previously head of Morgan Stanley's investment banking operations in Mexico
09/02/2021
Technisys Appoints Banking Industry Veteran
Yeh to further strengthen Technisys's robust North American legal and compliance capabilities and expand 'regulatory readiness' of the company's next-gen digital products and offerings
09/01/2021
Rothschild & Co hires Bob Berry as Managing Director in North America
Bob’s hiring significantly strengthens our private equity franchise and roster of accomplished advisors.
09/01/2021
American Equity Names Chief Financial Officer
“American Equity is a company on the move,” added Axel André.
09/01/2021
Milbank Continues Global Corporate Private Equity, M&A Growth
His experience dovetails with the rest of our global team
09/01/2021
Fieldpoint Private Names Directors
Emmitt Smith, Jr. and Adam Ercoli will lead the firm’s efforts in the Southeast and Northeast
08/31/2021
Wealth Manager Ashley Evans Joins First Republic in San Francisco
Ashley Evans is an accomplished wealth manager and a terrific addition to our growing team of wealth management professionals serving the San Francisco Bay Area.
08/31/2021
Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team
In his new role, Maeser will oversee all aspects of the Huntington Private Bank's expansion into the region following Huntington's recent merger with TCF Financial.
08/31/2021
Willis Towers Watson names new Global Leadership Team to drive the company forward
This Global Leadership Team consists of voices across our geographies, segments and functions.
08/31/2021
MGO Private Wealth Welcomes V. David Russell as Managing Director and Head of Family Office Services
Bringing experience in both private equity and private wealth management, David will concentrate on building out the firm's multi-family office practice and investment platform. H
08/31/2021
Lincoln Financial Group Announces Executive Leadership Succession
Ellen Cooper to be appointed President and CEO following 2022 Annual Meeting Dennis Glass to transition to Board Chair
08/31/2021
NBT Bancorp Inc. Appoints Ruth Mahoney President of Wealth Management
A graduate of Marist College with a bachelor’s degree in Business Administration and Marketing, Mahoney lends her leadership abilities to many organizations.
08/31/2021
SFOX names former Goldman exec John Mannino director of compliance
He oversaw and ensured daily compliance for the OTC derivative margin and collateral processes while navigating the rapidly changing derivative regulatory environment as it emerged globally.
08/31/2021
Morgan Lewis Expands ESG and Nonprofits Team
Kim, who is resident in the San Francisco and Washington, DC, offices, previously spent 11 years at Morgan Lewis