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.
People Moves
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.
09/23/2019
Rockefeller Capital Management Appoints Shelly Lazarus, Marty Mannion as Independent Directors to Board
As we continue our efforts to create a new kind of financial services advisory firm, we are pleased that Shelly and Marty will bring their deep and diverse experiences to our Board,” said Gregory J. Fleming
09/20/2019
Tocqueville Asset Management boost wealth team
He has nearly 20 years of experience in the industry.
09/20/2019
RBC Names New Recruiting Head for U.S. Wealth Business
She also oversaw credit strategies and business development for the bank-owned wealth management firm.
09/20/2019
Veris Wealth Partners Names New COO
Cohn Rupp has a bachelor's degree in politics and philosophy from the University of Bristol
09/20/2019
Asset manager boosts wealth team
He will work with the group in all facets of its business, with specific focus on managing equity and balanced strategies.
09/20/2019
KKR appoints senior advisor
He appointment follows a career spanning both the public and private sectors.
09/20/2019
Cresset Hires Three New Partners
Michael Pinckney also joins Cresset as a partner and wealth advisor for the Chicago office.
09/19/2019
Vistra Bolsters Its North American Client Services and Sales Teams
The appointments are part of Vistra’s efforts to bolster its client services and sales teams in North America as the organisation expands its capabilities and presence in the region.
09/19/2019
Cartica Management Names Managing Director of ESG and Sustainability
Ms. Ahern has more than 15 years of experience, with a proven track record of success in the areas of ESG management, social impact diligence, and corporate responsibility.
09/18/2019
Morgan Stanley Shifts Senior Management in New England
Swartz, who had been complex manager of the firm’s High Street location, adds two other legacy Smith Barney branches on 53 and 28 State Street.