01/20/2021
Morgan Stanley Appoints 171 New Managing Directors
The new Managing Directors are
People Moves
01/20/2021
Blackstone Hires Former Co-Head of Insurance Investment Banking for North America at Morgan Stanley, to Lead Acquisitions for Blackstone Insurance Solutions
Mr. Hovey will be responsible for leading BIS’s investments
01/19/2021
Julius Baer Raids Credit Suisse for Latin America
The Swiss wealth manager is boosting its business with Hispanic Americans by poaching from Credit Suisse.
01/16/2021
Rockefeller Capital Management Adds Three Teams With Combined AUM Of $1.7B
Other team members include Rachel Baum, private wealth advisor, as well as client associates Janet Kolmetzky and Eileen Cambero.
01/15/2021
Chubb Announces Chief Financial Officer Philip Bancroft to Retire; Peter Enns to Become CFO Effective July 1
Mr. Enns will report to Evan G. Greenberg, Chairman and Chief Executive Officer, and join the company's Executive Committee.
01/15/2021
Blackstone Announces Appointment of General (ret) David L. Goldfein, Former Chief of Staff of the United States Air Force, as Senior Advisor
He will bring his deep experience in strategy, management, and leadership to advise across the firm’s businesses and portfolio companies.
01/15/2021
State Street Strengthens Asset Owner Business with Senior Appointments
The senior appointments are the latest in a series of strategic moves and enhancements State Street has made in the past year to strengthen its talent, enhance its technology and deepen relationship with its asset owner clients.
01/14/2021
Roth Canada Announces the Addition of Braden Fletcher as President
Prior to joining Roth, Brady was most recently Managing Director and Head of the TSX Venture Exchange at TMX Group
01/14/2021
Advisor Group Expands Technology Leadership With Appointment Of Peter Clemson As Senior Vice President, Digital Solutions
Former FinTech CEO and Charles Schwab Technology Executive to Spearhead Development of Digital Platforms That Deliver Competitive Advantages for Financial Professionals Serving Increasingly Tech-Savvy Consumers
01/13/2021
Chubb Appoints Chief Reinsurance Officer
Mr. Konz has more than 20 years of insurance industry experience.
01/13/2021
Chubb Names Global Head of Company's Cyber Risk Insurance Business
Mr. Kessler has nearly 30 years of experience in insurance and actuarial consulting.
01/13/2021
Beth Renner Named Head of Advice Center for Wealth & Investment Management
Renner to manage advice capabilities, reimagine the delivery of advice across WIM
01/13/2021
Colony Capital and Digital Colony Appoint Latifa Tefridj-Gaillard as Managing Director and Head of Europe Capital Formation
Prior to this role, among others at Goldman Sachs, she worked on the Structured Equity Solutions team within the Investment Banking Division structuring and originating hybrid financing solutions for corporate clients.
01/13/2021
Citi Regional Banking Head Returns to U.S.
In Asia, Luchetti led the consumer banking business and he has made strides in a variety of areas, most notably in digitalization.
01/12/2021
$435M Team Ditches Merrill for Sanctuary Wealth
The move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.
01/12/2021
Franklin Templeton Launches Investment Institute and Announces Senior Leadership Appointments
Dover and Murphy will begin their new roles on February 1, 2021. Both will report to Johnson.
01/11/2021
BNY Mellon Investment Management Announces Dawn Tutje as the New Head of Financial Institutions Group in North America
Dawn earned her BA at University of Texas, Austin. She has held past roles as Chair and Co-Chair of IRI Asset Managers Committee and served on both the IRI Asset Managers and IRI Membership Committees. She holds FINRA Series 7, 63, and 65 licenses.
01/09/2021
Baker McKenzie Elects 19 New Partners in North America
Each has made significant contributions to our practices by demonstrating a deep understanding of our clients' needs and delivering exceptional legal service.
01/09/2021
Financial Services Forum Announces New Board Leadership
The Financial Services Forum’s Board of Directors is comprised of the chief executive officers of the eight largest and most diversified financial institutions headquartered in the United States.
01/09/2021
Round Table Wealth Management Appoints Marianne Rodriguez as Director, Wealth Advisor
Prior to joining RTWM, Marianne worked as a branch manager with a national brokerage firm, servicing the Southeast Florida Market.