05/29/2019
Wells Fargo adds former Bank of America executive to board
More than half of the company's independent directors joined the board after 2016.
People Moves
05/28/2019
Legg Mason trims staff headcount by 120
Majority of the job cuts will be in the US.
05/28/2019
Canaccord Genuity Adds Dedicated FinTech Expertise in its U.S. Investment Banking Business
Jason will report to Dan Coyne and Sanjay Chadda , co-heads of Canaccord Genuity's U.S. investment banking business.
05/28/2019
$108 Billion Fund Plans London, New York Hiring Spree
The fund opened its London office in 2016 as it took a majority stake in the King’s Cross redevelopment project.
05/24/2019
Artivest appoints Chief Marketing Officer
Nobile has more than 25 years of experience as an award-winning marketing and communications leader for asset and wealth managers.
05/24/2019
Barclays Appoints Akhil Ahuja as Head of Enterprise and Communications Technology Banking
Mr. Ahuja will start at Barclays in August 2019.
05/24/2019
Barclays Appoints Taylor Wright as Co-Head of US ECM
Mr. Wright has over 30 years of banking and ECM experience
05/23/2019
Rockefeller Scoops Up $1 Billion UBS Team
Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller
05/23/2019
LPL Financial Welcomes Brookshire & Brookshire Wealth Management
LPL offers a platform that allows us the freedom to provide objective financial guidance to our clients.
05/22/2019
Young America Capital Announces Appointment of Thomas M. Kane, Senior Managing Director
Leads Transportation/Energy Investment Banking
05/22/2019
Fairfax appoints interim CFO following sudden death of David Bonham
“The entire Fairfax family mourns the sudden and unexpected loss of our dear friend and partner, Dave Bonham,” said Prem Watsa, chairman and chief executive officer of Fairfax.
05/22/2019
Munich Re appoints new US life and health CFO from RGA
“We are confident that he will lead us in the most effective direction, while working simultaneously to support the goals of our clients and stakeholders.”
05/22/2019
Mariner Investment Group appoints co-CIO and Head of Liquid Market Strategies
Fisher has more than 29 years of industry experience and 18 years of proprietary trading experience.
05/21/2019
Vince Fertitta Joins Sanctuary Wealth as President of Wealth Management
The wealth management veteran began his career as a Financial Consultant at Shearson Lehman Brothers in 1992 before joining Merrill Lynch in 1996.
05/21/2019
Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
“Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service,” said Ken Pollinger, CEO and Co-Chairman of KFWA.
05/21/2019
Goetz Fitzpatrick Expands Its Trusts & Estates Practice to High-Wealth Individuals, Family Offices, and Family Businesses
Manhattan-based Goetz Fitzpatrick welcomes Alison Arden Besunder, Esq. as Of Counsel, adding Estate Litigation and Guardianship capabilities to their Trusts and Estates Department.
05/21/2019
Northern Trust Strengthens its Foundation & Institutional Advisors Practice
Prior to joining Northern Trust, Paull served as a fixed income strategist and an account executive focused on institutional clients at Invesco.
05/20/2019
At CalPERS, new guy has a lot to prove
Mr. Ruiz will implement what Mr. Meng called the “new ideas that we believe will help us achieve our targeted return and continue to better position our private equity portfolio for the years ahead”
05/20/2019
Joel Stephens Appointed head of Regions Capital Markets
Smith continued, “Terry has made significant contributions to the company and to the Charlotte community over the years by investing in our associates and making life better for our clients, and we wish him the best in the future.”
05/20/2019
Rockefeller Global Family Office Establishes Its San Francisco Presence with the Addition of Bruce Tenenbaum
Rockefeller’s expansion in San Francisco is the latest development in the Firm’s strategic growth.