10/02/2019
Seward & Kissel appoints Partner in Investment Management group
Kurucza has an extensive history as a government regulator.
People Moves
10/02/2019
KKR Expands Global Impact Team with Senior Appointments
The expanded global team will be further supported by KKR executives across key industries and regions of focus.
10/01/2019
City National Bank Names General Counsel
Speaker brings extensive experience advising financial institutions
10/01/2019
Oakworth Capital adds two to board
Rebekah Elgin-Council is the current Senior Vice President and Chief Marketing Officer for Blue Cross and Blue Shield of Alabama
10/01/2019
Rick Tyson joins Fiduciary Trust as VP and Investment Officer
He joins the firm from Wilmington Trust, where he served as Vice President, Senior Wealth Advisor.
09/29/2019
Leading global law firm elects new chair
He has considerable experience in mergers and acquisitions, real estate investment trusts, financial services regulation, corporate finance and corporate restructurings
09/27/2019
LPL Lures Back a Wealth Management Practice from Kestra
The transition team has been outstanding and it’s clear that LPL has made it a priority to offer differentiated service and support.”
09/27/2019
Summit Financial Appoints New Leader to Spearhead Advanced Financial Planning Services
Industry Veteran Brandon Smith Joins Firm to Lead Integration of Planning Platform
09/27/2019
Interim CEO Appointed BNY Mellon and Member of the Board of Directors
Joseph Echevarria appointed Non-Executive Chairman of the Board
09/26/2019
Deutsche boosts LatAm wealth team with two senior hires
He will report to Coley Jellinghaus, Deutsche Bank Wealth Management Americas’ head of investment managers.
09/26/2019
Barclays appoints Mohamed El-Erian and UBS fund veteran to board
Allianz chief economic adviser and veteran fixed income specialist Mohamed El -Erian has joined Barclays’ board as non-executive director.
09/26/2019
Michael Best adds two to IP team
Glen Weitzer, chair of Michael Best’s IP practice group, said: “Susan Frohling and Laura Lamansky have unique backgrounds in the marketing, branding, consumer products and entertainment sectors and bring a fresh perspective to our teams in Chi
09/26/2019
Perkins Coie expands San Francisco IP team
Barbara Schussman, managing partner of Perkins Coie’s San Francisco office, added: “Sarah Piepmeier’s addition exemplifies our continued commitment to providing top-quality legal counsel and exceptional client service.
09/25/2019
U.S. Chamber of Commerce Appoints Benedict Peters To Advisory Board of The U.S.-Africa Business Center
Mr. Peters will join CEO’s from many Fortune 500 companies who have a strong presence in Africa
09/25/2019
Charles River Announces New Appointment to Strengthen Wealth Management Practice
He will also shape the direction of future product offerings and be responsible for attracting and retaining high-value associates and growing the Wealth Management organization globally, with a heavy focus on client satisfaction.
09/25/2019
Chubb hire given mandate to increase flood insurance adoption
Hobson noted that flooding is the most common and costly natural disaster, and one to which everyone is susceptible.
09/25/2019
Andersen Announces the Promotion of Thirteen Managing Directors
Andersen also promoted three individuals to Managing Director in its New York Metro offices, including Ellen Harles, Sean Neuhaus, and James Sullivan.
09/24/2019
Stephen Luczo Elected to Morgan Stanley Board of Directors
Mr. Luczo, 62, is Chairman of the Board at Seagate Technology.
09/23/2019
LPL Financial and IHT Wealth Management Welcome Kurt Yndestad
Read about other firms that recently joined LPL in the LPL Financial News and Media section of LPL.com.
09/23/2019
Four Senior Wealth Managers Join First Republic in Los Angeles
They will be based in Century City, California.