03/18/2020
Brite Advisors appoints US chief executive
Hong Kong-based firm acquired the business from Devere in December 2018
People Moves
03/16/2020
Jack Ginter to Lead Abbot Downing
Industry veteran tapped to grow the firm’s ultra-high-net-worth boutique
03/15/2020
Wells Fargo Names General Counsel
She will play a critical leadership role on our Operating Committee as we continue to work on our company’s top priority of meeting regulatory expectations.
03/13/2020
Wealth Management Pundit Jumps Ship. It’s a Big Deal.
The move ends Kitces’ 17-year-plus tenure at Pinnacle Advisory Group, a wealth management firm based in Columbia, Md.
03/13/2020
Arthur J. Gallagher appoints new director
He served in roles of increasing responsibility at Eli Lilly and Company
03/13/2020
Meketa Investment Group Hires Sandra Ackermann-Schaufler as Principal
We pride ourselves on providing the highest level of services and support for our clients and believe Sandra will be a wonderful addition to the team.
03/13/2020
First Derivatives appoints Global Chief Marketing Officer
First Derivatives, a global software and consulting company, has appointed Kathy Schneider as Chief Marketing Officer reporting directly to Seamus Keating, First Derivatives’ Chief Executive Officer.
03/12/2020
Sarasin & Partners strengthens portfolio management team
He has been appointed co-manager of the Sarasin Responsible Global Equity fund and deputy manager for JSS Sustainable Equity - Global Thematic.
03/12/2020
Reliance Global Group Names Senior Industry Executive as Chief Investment Officer & Head of U.S. Real Estate
Mr. Colter will be responsible for spearheading new acquisitions and dispositions
03/11/2020
Progress Partners Hires Sanjay Puri as Managing Director
Former Media Executive and Financial Industry Veteran Joins Media & Tech-Focused Boutique Investment Bank
03/11/2020
Exclusive: Paragon Global Markets Hires John Murray as Managing Director
PGM promote their products to a diverse global client base in the exchange traded derivatives, OTC, and FX markets.
03/11/2020
Alvarez & Diaz-Silveira Adds Two Partners
The duo have earned recognition in the South Florida real estate market for their expertise and depth of experience in high-profile real estate matters.
03/10/2020
SEI Names Adam Hornung Senior Client Portfolio Manager in Toronto
Company Continues to Expand Canadian Institutional Team
03/10/2020
Private Client Advisor Joins Virginia Commonwealth Bank
Ms. Streat Brings 20 Years of Experience as a Private Client Advisor to High-Net-Worth Business Owners, Individuals and Families
03/10/2020
SEI Names Adam Hornung Senior Client Portfolio Manager in Toronto
Company Continues to Expand Canadian Institutional Team
03/10/2020
Tiedemann Advisors Appoints Managing Director
Former Secretary Clinton advisor and Goldman Sachs Vice Chairman to support corporate strategy and advise cross-border clients at leading wealth management firm
03/09/2020
Richard Levy to Retire from Wells Fargo
He joined Wells Fargo as controller in 2002
03/09/2020
Board Resignations at Wells Fargo
Both resignations were effective Sunday, March 8th.
03/06/2020
Raymond James scoops up $370M of advisors from Merrill Lynch, Wells Fargo
The new recruits join more than 8,000 independent and employee advisors at the St. Petersburg, Florida-based firm, which oversees total client assets of approximately $876 billion.
03/06/2020
Stifel, Ameriprise Nab Reps From Merrill, Wells Fargo
Meanwhile, LPL Financial and Raymond James share details on their latest hires.