03/10/2020
SEI Names Adam Hornung Senior Client Portfolio Manager in Toronto
Company Continues to Expand Canadian Institutional Team
People Moves
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.
03/06/2020
Apifiny Appointed Industry Veteran as Vice President of Strategic Partnerships
Scott brings a wealth of institutional sales, trading, and operation experience as well as a strong financial background to Apifiny
03/05/2020
Pershing’s Mark Tibergien to Retire at End of May
The company liked his work so much that it hired him to run the business in 2008.
03/05/2020
Erie Street Appoints EVP, Growth and Client Services at Performance Improvement Partners
Prior to joining Performance Improvement Partners, Donegan was Managing Director & Head of Americas Financial Services at Gerson Lehrman Group
03/05/2020
Rothschild & Co Names VC For North American Global Advisory Arm
Jay is a global authority on restructuring
03/05/2020
Stifel, Ameriprise Nab Reps From Merrill, Wells Fargo
Meanwhile, LPL Financial and Raymond James share details on their latest hires
03/04/2020
Amar Joins Fiduciary Trust as VP and Trust Counsel
Her fresh perspectives and ability to generate creative solutions will enable her to have an immediate impact.
03/04/2020
Fortress Hires Former Wells Fargo CEO Sloan as Senior Adviser
Sloan spent more than three decades at Wells Fargo
03/04/2020
Bernstein Private Wealth Management Appoints Bowman Hallagan to Lead Dallas Office
He will continue to work closely with client teams on complex wealth management issues
03/04/2020
Capitol Securities Welcomes Bradford Kimball
He will co-ordinate Capitol's national recruiting efforts of experienced advisors to the firm's employee and independent offices.
03/03/2020
J.P. Morgan Poaches Family Office Head
Yates spent the past year running a family office in Switzerland, and previously ten years at Baker McKenzie in Zurich, where she was a partner and head of wealth management and U.S. tax matters.
03/03/2020
Markel to combine its U.S. Specialty and Assurance divisions
The company also announced four promotions related to this organizational change.
03/03/2020
Evercore Wealth Management promotes two to Partner
Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.
03/03/2020
Morgan Stanley Nabs $14-Mln UBS Trio, $2.9-Mln JPMorgan Duo
Both Morgan Stanley and UBS retrenched from recruiting three years ago, concurrent with their withdrawals from the Protocol for Broker Recruiting
03/03/2020
Evercore Wealth Management Promotes Partner
He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.