07/13/2020
Wells Fargo appoints Head of Advice in Private Wealth Management
Industry veteran tapped to lead national planning and sales team
People Moves
07/13/2020
Wilmington Trust Expands in Northeast with Industry Veteran
Tony Rogers Plans to Grow the Wilmington Trust Footprint in the New Jersey Market
07/10/2020
MAI Capital Appoints Olha Paluch as New Managing Director and Senior Wealth Manager
The financial services industry veteran joins $7B firm to help advance wealth management services at the firm's NYC office
07/10/2020
Clarfeld Citizens Private Wealth Promotes Michael Hans to Director of Investment Services; Hires Joan Bozek as Director of Trust Services
Senior level promotions reflect Clarfeld’s commitment to continually elevating client experience
07/10/2020
Bain & Company announces new partner promotions
45 individuals from 27 offices named to partnership in first half of 2020
07/10/2020
Brown Brothers Harriman appoints new partner
Val’s extensive corporate finance, operating and relationship management experience over the past 25 years uniquely position him to lead our Corporate Advisory and Banking practice.
07/09/2020
Howard Atkinson Appointed Chief Business Officer of Pascal Financial
Wealth management industry leader makes investment in emerging fintech leader and assumes full-time leadership role to accelerate company’s growth plan
07/09/2020
Aegon Asset Management appoints Global Head of Consultant Relations & Global Financial Institutions
She joins Aegon Asset Management in this newly created key role for the business
07/08/2020
PNC Financial Services Group Announces New Members of Executive Committee
PNC is fortunate to have an excellent team of senior executives leading our company during these complex and challenging times.
07/08/2020
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
The experienced team, which includes former Deutsche Bank, UBS and JPMorgan executives, adds strategic expertise in various regions to Insigneo’s already wide international reach.
07/08/2020
RBC Promotes a Top Broker to Lead $12 Billion-Asset Minnesota Complex
Her management promotion comes amid a growing awareness of the lack of gender and racial diversity among advisors and managers that has been sharpened by recent Black Lives Matter developments.
07/08/2020
KPMG names new practice leads as part of 'a new chapter'
The firm is trying to burnish its reputation after some high-profile scandals in recent years.
07/08/2020
KKR Partners with Veteran Executive to Pursue Acquisition Opportunities in the US
Over the last ten years, KKR’s Industrials team has focused on employee engagement as a key driver in building stronger compani
07/08/2020
Oppenheimer & Co. Inc. Appoints Managing Director In The Technology Investment Banking Group
Berntzen joins Oppenheimer with almost thirty years of experience in strategic M&A advisory and corporate development across numerous technology verticals.
07/07/2020
LPL Financial Welcomes CenterPoint Wealth Advisors
The team serves mostly affluent families, executives and small business owners.
07/07/2020
Sanctuary Wealth Adds $500 Million, All-Female Team from Morgan Stanley
Addition of Bowersock Capital Partners to its ever-growing network extends Sanctuary's presence into Kansas
07/07/2020
Mitchell Harris to Retire as CEO of BNY Mellon Investment Management and Hanneke Smits Appointed as CEO of BNY Mellon Investment Management
Both Ms. Smits and Ms. Keating, leading their respective parts of the Investment and Wealth Management business
07/06/2020
Lincoln Financial Group Names New Head of Finance and Actuarial for Group Benefits Business
Bram J. Spector Brings 20 Years of Industry Experience to the Role
07/03/2020
UBS lost five Miami-based advisors since last week
The trio, Andres Felipe Herrera, Carlos Arango and Carolina Cardenas, worked in UBS’s Coral Gables office and each oversaw around $150m for Latin American clients.
07/03/2020
Greenberg Traurig Expands Real Estate Practice in Los Angeles, Adds Michael Seiden
Global law firm Greenberg Traurig, LLP has expanded its award-winning Real Estate Practice with the addition of Michael A. Seiden as a shareholder in the firm's Los Angeles office.