07/22/2020
Co-CEO to retire after 25 years of The Carlyle Group
Glenn will step down as co-CEO and retire from the firm on September 30, 2020 and will work with the rest of management to transition his responsibilities over his remaining tenure.
People Moves
07/22/2020
Kestra Financial Nabs Indutry Leader
His responsibilities will include driving Kestra Financial’s revenue growth, executing and expanding the company’s existing growth strategy, and furthering the continued evolution of Kestra Financial’s value proposition.
07/22/2020
Chubb appoints new financial lines leader for international business
The appointment is effective immediately.
07/22/2020
Chubb Promotes 2 in Leadership Changes
Scott Meyer and Steven Goldman appointed Division Presidents of Westchester and North America Financial Lines, respectively Bruce Kessler, appointed Chairman of Westchester, will retire at the end of the year
07/22/2020
Barclays Appoints Connie Chiang as a Managing Director in Biotech Investment Banking
We are delighted to welcome Connie back to Barclays and to our Healthcare team
07/21/2020
Biz buzz: Goulding joins Jacobson Wealth Management
Goulding also provides pro bono financial education to Sonoma County fire victims, Jump Start educators and psychiatric patients at Napa State Hospital.
07/21/2020
BNY Mellon's Pershing Names Emily Schlosser as Chief Operating Officer
Schlosser Tapped for Her Track Record of Driving Major Corporate Transformations in Financial Services
07/21/2020
BNY Mellon Wealth Management Names Kent Moegerle as Southeast Regional President
He reports directly to BNY Mellon Wealth Management CEO Catherine Keating and serves as a member of the Wealth Management leadership team.
07/21/2020
Wells Fargo Names New Chief Financial Officer
John Shrewsberry to retire from the company following transition
07/20/2020
Bank of Marin in Novato, Calif., has suspended its search for a new CEO
Bank of Marin announced last month that it had tapped Timothy Myers as chief operating officer.
07/17/2020
CFP Board elects first-ever Black woman advisor as chair
It’s been a year of rapid growth for McDonnough.
07/17/2020
Former Miami private bank boss joins Northern Trust in top LatAm role
Following his exit, SYZ appointed Jacqueline Ballate to fill his role.
07/16/2020
Sara Lovell Joins 21 West Wealth Management
Sara most recently worked at BNY Mellon as a Wealth Manager.
07/16/2020
Chubb Appoints John Fielding Global Government and Industry Affairs General Counsel
"He is highly regarded for his expertise, leadership and effective advocacy in advancing the interests of the industry. He's a strong addition to our government affairs team."
07/16/2020
BNY Mellon Wealth Management Names Deputy Chief Investment Officer and Head of Equities
Sinead joins BNY Mellon Wealth Management from Mellon Investments Corporation
07/16/2020
William Blair Continues Technology Investment Banking and Southeast Expansion
They will join Lindsay Carlson in Atlanta, a firm veteran who covers the beauty and wellness sector for William Blair’s Consumer & Retail Investment Banking group.
07/15/2020
Federated Hermes adds trader from Woodford Investment Management
Dominic Eccles joins the trading desk at Federated Hermes after more than four years with Woodford Investment Management.
07/14/2020
Jefferies Group LLC Appoints Matthew Larson as Its Chief Financial Officer
We look forward to Teri and Matt working closely together as the respective CFOs of Jefferies Financial Group Inc. and Jefferies Group.
07/14/2020
Forty-Three Mid-Year Promotions Across JTC Group
Four Associate Director Promotions also in the Fund & Corporate Services division include Emma Clayton and Paul Hainsworth from Guernsey, Christopher Gibbons in London and Azelle Kay in South Africa.
07/14/2020
High-ranking EDNY prosecutor joins Mayer Brown as partner in New York
In 2019, she received the Attorney General’s David Margolis Award for Exceptional Service