10/01/2020
Dynasty Financial Partners Welcomes Wealth Industry Veteran
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform
People Moves
10/01/2020
Capitolis Announces Two Senior Hires to its Executive Management Team Amid Continued Growth
These new hires will support Capitolis in its next phase of growth and play a key role in advancing the company’s mission to transform the capital markets through its collaborative technology and platform.
09/30/2020
Goldman Sachs streamlines asset, consumer, wealth management units
The private wealth and consumer businesses will be combined into a unit led by Tucker York and Stephanie Cohen.
09/30/2020
Goldman reshuffles ranks to name Cohen head of asset management and consumer banking
Goldman Sachs Chief Strategy Officer Stephanie Cohen will run its consumer and wealth management division as part of a series of fresh changes at the US bank
09/30/2020
BNY Mellon Wealth Management Names Matthew Santangelo as New England Regional Head of Client Strategy and Business Development in Boston, MA
Matt joins BNY Mellon Wealth Management from Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm's ultra-high-net-worth clients and prospects.
09/30/2020
Shepherd Kaplan Krochuk Hires Joseph Armisto as Senior Vice President and Director of Financial and Tax Planning
He will serve as a Senior Advisor in the Family Office Division of SKK
09/30/2020
Three Cords Wealth Management Advisors Selects Integrated Partners
$200M Houston, TX, team is the latest financial advisory group to adopt Integrated’s national registered investment advisory model•Three Cords has chosen Fidelity as their custodian of record
09/29/2020
Chubb Makes Leadership Appointments in North America Field Operations
Robert Poliseno appointed Chief Operating Officer, North America Field Operations; Melissa Scheffler named Regional Executive Officer, Mid-Atlantic Region
09/29/2020
Fintech hires new CEO as it targets core banking disruption
NYMBUS' "end-to-end" solutions set it apart from other providers, Kendall said.
09/29/2020
Envestnet appoints Co-Chief Investment Officer
Her hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.
09/28/2020
Industry Veteran Joins Capital Square
He has led strategic initiatives that resulted in new offerings in multi-strategy credit, co-investment in structured products, such as collateralized loan obligations; private real estate; long/short equity, and distressed debt.
09/25/2020
Pershing Square Holdings, Ltd. Announces Appointment of Independent Non-Executive Director
Mr. Henton was previously a member of the Board of Equity Bridge PCC Limited, Northill Global Strategies SPC, Louvre Group Limited and Settlements SA.
09/25/2020
Principal announces new head of Global Asset Management
Tim Dunbar to retire after 34 years
09/25/2020
Bob Flannery Joins Redwood Capital Group as COO and EVP
Veteran real estate executive to lead multifamily company's growth, secure long-term institutional investment partners
09/25/2020
Wealth Manager Joins White Oaks Wealth Advisors
We are excited to have Betsy join us.
09/25/2020
Lightyear Capital Names Senior Advisor
Former CEO of JPMorgan Chase Card Services to Support Financial Technology Investment Activities
09/24/2020
Credit Suisse Raids UBS for Latin America
The bank will invest in the region to get the right personnel for its pursuit.
09/23/2020
BNY Mellon Wealth Management names Institutional Senior Client Strategist in Los Angeles, CA
In this role, Heidi will serve West Coast institutional investors – such as endowments, foundations, non-profit institutions, retirement plans, private wealth, and family offices – seeking Outsourced Chief Investment Officer (OCIO) and investm
09/23/2020
Stifel hires former UBS, Merrill teams to staff two new offices
The team was previously with Merrill Lynch, where they oversaw $280 million in client assets.
09/22/2020
Career Merrill Broker in Michigan Joins Another Alum’s RIA
The firm now manages around $1.5 billion, a deliberate pace that its founders say fits with their goal of hitting about $10 billion in client assets under management by 2024.