05/09/2019
BNY Mellon's Pershing names new CEO
He will also join BNY Mellon’s executive committee.
People Moves
05/08/2019
Financial Advisory, Restructuring, And Valuation Expert Marti P. Murray Joins The Brattle Group's New York Office
While at Murray Capital, she played an active leadership role in numerous high-profile restructurings and litigations; her clients included Fortune 500 pension funds, university endowments, private foundations, funds of funds, and high net worth individua
05/08/2019
Elaine Powell Joins Rockefeller Capital
She will start with Rockefeller in August 2019
05/08/2019
Caitlin Morgan launches Vermont office, names senior captives head
Prior to Hylant, he was director at JLT Towner Insurance Management.
05/08/2019
Hermès Wealth Strategies Chooses Integrated Partners; $170M CA-Based Advisory Team Becomes 37th Regional US Office
Hermes is led by Jeremy Commeret, a French-born financial advisor serving 300 clients, in his fifteenth year in business. The newest advisor and regional office to join Integrated is located in the Central Valley, CA and serves farmers, business owners an
05/07/2019
IQ-EQ Welcomes New Group Head Of Private Wealth, Steve Sokić
A Canadian native, Steve began his career in Toronto and gained significant experience over a decade as a trusted tax advisor with one of the ‘Big 4’ accounting firms
05/07/2019
Societe Generale expands Global Markets division
These appointments will be effective in Q3 2019.
05/06/2019
Wells Fargo reportedly approached the co-CEO of the world's largest hedge fund about becoming its CEO (WFC)
Murray is co-CEO of Bridgewater, alongside David McCormick, while Ray Dalio, who founded Bridgewater in 1957, is now co-chief investment officer and co-chairman.
05/03/2019
Natixis hires CIO for U.S. multiasset business
Mr. Sharpe was a portfolio manager and managed multiasset class funds at Fidelity Investments until mid-2017
05/03/2019
Bank of America appoints upstate New York leader
Janicki is directly responsible for his team's performance as it relates to prospecting and acquiring new small businesses, as well as maintaining and strengthening existing client relationships.
05/03/2019
Santander's Mexican unit announces that chairman of board to leave post
Santander last month offered to take full control of its Mexican business through a 2.6 billion euro ($2.9 billion) all-share deal as it chases potentially higher returns in Latin America.
05/02/2019
Advisor Team David Zoll and Sarah Pifer Join Treasury Partners at HighTower, Adding $400 Million in Client Assets to Growing Practice
Treasury Partners is a regular recipient of industry accolades.
05/02/2019
Matrix Private Capital Group adds two wealth advisory partners in Chicago
Matrix Private Capital Group (Matrix) has appointed Scott A Weissman and Thomas B as Wealth Advisory team Partners in Chicago.
05/01/2019
Trust and Estate Litigator Rebecca Klock Schroer Rejoins Holland & Hart
With her focus on trust and estate litigation and administration, Schroer strengthens Holland & Hart’s growing Private Client practice.
05/01/2019
Samuel R. Chapin Joins Rockefeller Capital Management as a Senior Advisor
Chapin was most recently Executive Vice Chairman of Global Corporate and Investment Banking at Bank of America Merrill Lynch.
05/01/2019
Raymond James strengthens its leadership with Montreal Branch Manager Appointment
Ms Haimson joins Raymond James after a 20 year career of senior executive roles in wealth management at a major Canadian bank.
04/30/2019
Citi North America Private Bank names unit chair
An internal search for her replacement will begin this week after the job is posted.
04/30/2019
Morgan Stanley $6 Billion Wealth Team Departs to Woo Rich Texans
Jason Fertitta is the president of the new firm, which has partnered with Dynasty Financial Partners, according to a statement Monday.
04/30/2019
Fidante Partners appoints head of product
Responsible for research and development of firm's product range
04/30/2019
Oppenheimer & Co. Inc. Appoints Peter Ulbrich as Branch Manager of Birmingham and Grosse Pointe Branches
The Financial Advisors in the Michigan branch offices specialize in helping business owners, young professionals, and retirees achieve their financial goals.