05/19/2021
Raymond James Ltd. Welcomes Managing Director and Head of Real Estate Investment Banking
Mr. Lucchese has more than 20 years of industry experience at both independent firms and bank-owned dealers.
People Moves
05/19/2021
M&T Bank Names Next Head of Markets and Investor Relations
Longtime Head of Investor Relations, Don MacLeod, to Retire at End of Year
05/18/2021
Rockefeller Capital Management Expands Private Wealth Business into Boston, Welcomes Team of Five to Northeast Division
The team joins from UBS and will report to Managing Director Michael Parker who heads the company’s Northeast Division.
05/18/2021
BNY Mellon Wealth Management Named Top Senior Client Strategist in Boston
Chad joins BNY Mellon Wealth Management from Northern Trust where he was a Wealth Strategist in San Francisco
05/17/2021
Manulife Investment Management creates new Head of Real Assets position
The appointment reflects Manulife Investment Management's growing private markets business, and the rising interest for real asset investment solutions.
05/17/2021
Apollo Hires A Senior Partner
Newly Created Leadership Role Underscores Apollo’s Continued Commitment to Building Leading Capital Solutions Platform
05/17/2021
LPL Financial and Gladstone Wealth Partners Welcome Women-Led Platinum Wealth Management of Buckhead
Based in Atlanta’s Buckhead community, managing partners Barbato and Woodward have worked together since 2001, officially merging their business 16 years ago.
05/17/2021
GoldenTree Asset Management Names Head of Restructuring & Turnarounds, EMEA
Mr. Granger brings to GoldenTree nearly 25 years of restructuring and turnaround experience.
05/14/2021
New Organizational Design for Wells Fargo’s Consumer & Small Business Banking
“Last fall we welcomed Sandra Nudelman and Amanda Wiltshire-Craine and this summer we welcome Hilani Kerr and Shaun McDougall, all from outside of Wells Fargo, to the CSBB leadership team,”
05/14/2021
PIMCO Hires Brett Condron as Managing Director in U.S. Global Wealth Management Group
Condron will focus on broad range of growth initiatives including efforts to bring alternative investments to individual investors
05/14/2021
KB Financial Companies, LLC announces new Managing Directors
Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.
05/14/2021
Citi managing director and head of resources Richard Saywell is on the move.
It is understood part of the reason for his departure is due to a change in strategic direction at Citi.
05/12/2021
Evercore Wealth Management Appoints Alex Lyden-Horn Managing Director, Director of Delaware Trust Services at Evercore Trust Company, N.A.
Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.
05/12/2021
Growing legal finance firm lures another Big Law alum
Prior to joining Delta, Mr. Sablone served as a Partner at DLA Piper
05/12/2021
Kingswood Capital Markets Expands Investment Banking Platform
Victor Halpert Appointed Managing Director and Head of Israel Investment Banking
05/12/2021
Manulife Investment Management grows offshore investments distribution team
In this newly created position, Ivan will work closely with internal and external partners
05/11/2021
Crestbridge appoints family office specialist as director
As well as being a member of the Society of Trust and Estate Practitioners, Clark is also a member of the Family Firm Institute
05/11/2021
Advisor Group Successfully Recruits Father-Son Wealth Management Team With $150 Million In Total Client Assets
Financial Professionals Tor and Tyler Saile, Operating from Locations in Suburban Phoenix and Chicago, Join Triad Advisors and Triad Hybrid Solutions
05/11/2021
Homrich Berg Announces Jamie Hennessy to Take Over as CFO
Hennessy joins the team ahead of CFO Tony Guinta’s transition at the end of May
05/11/2021
Bacchus Capital Establishes North American Investment Banking Operations
Steven Latimer, former President of Jefferies Securities Inc. (Canada) and Head of Canadian Investment Banking, to join Bacchus Capital as Managing Director and Head of North America