07/17/2019
Kevin Roth Appointed as Financial Advisor at UBS
He has built his career advising and working with Ultra High Net Worth clients.
People Moves
07/16/2019
Wells Fargo Loses Half a Billion FA to Summit Trail Advisors
Rudd will join Summit Trail Advisors as a partner focusing on the ultra-high net worth client segment
07/16/2019
Chief Investment Officer Joins Sanctuary Wealth
The financial services industry vet-turned-CXO will lead combined efforts of both client and advisor experience across all business lines
07/16/2019
Raymond James Adds $600 Million FA in Houston
Ahlquist and Hayden previously managed $600 million and now operate as Ahlquist Private Wealth Management of Raymond James, according to the press release
07/16/2019
Boston Private Announces Two Key Commercial Banking Hires
“They are the perfect complements to Boston Private’s existing Commercial Banking team and I look forward to the growth opportunities these leaders will bring to Boston Private.”
07/16/2019
Wells Fargo exec says he was wrongly fired over Warren Buffet-backed Burger King deal
According to Guenther’s lawsuit, Wells Fargo fired him over “The Burger King Deal,” despite his “negligible role” in the transaction and his exemplary job performance over the years.
07/15/2019
Jefferies Appoints Jonathan Slone as Chairman of Asia
The hiring of Jonathan represents a significant step in our continued expansion of our Asia footprint, including meaningful additions to our teams in Japan and Hong Kong, as well the addition of equities research, sales and trading in Australia
07/15/2019
Deutsche Bank hires group CIO
He joins from AQR Capital
07/15/2019
Discount Bank names new CEO
Levin, who currently manages Discount Bank of New York, will replace Lilach Asher-Topilsky.
07/15/2019
Equities chief exits GMO for CIO post at fintech firm
Constable was with the Boston-based company for 13 years. This involved working across its quantitative equity portfolios and the equity components of the multi-asset class portfolios.
07/15/2019
Chilton Trust Names Former JPMorgan Exec Its New CEO
Under Lickle, Chilton Trust has grown to manage $4.87 billion for 110 families, the company says.
07/15/2019
CNB Financial Hires Chief Financial Officer
Lima serves as the liaison for the corporation’s and bank’s external auditing firm in all accounting and tax matters.
07/12/2019
Jolen Anderson Joins BNY Mellon as Global Head of Human Resources
Her experience with developing a high-performance culture linked to business success will serve our organization well as we continue to grow and evolve our business
07/12/2019
Alexandre Tombini to join the BIS as Chief Representative for the Americas
Alexandre Tombini will start in his new position as Chief Representative for the Americas on 1 September 2019
07/11/2019
Another Morgan Stanley Manager in Florida Steps Down
Ortea’s LinkedIn profile says he managed the office for three years.
07/11/2019
Arizona Acquisition Adds New Market for EP Wealth Advisors
This is EP Wealth’s sixth acquisition since taking a minority investment from WPCG, a financial services holding company, in July 2017
07/11/2019
Greystar appoints Managing Director of Portfolio Management
Scelfo holds a BS in business finance from Cornell University as well as a Master of Finance from INSEAD Business School.
07/11/2019
Indiana Philanthropy Alliance Hires VP
Davis holds degrees from Indiana University and Yale University.
07/11/2019
CNB Financial Corporation Hires Chief Financial Officer
Mr. Lima will work along with the executive management team to develop and implement strategic initiatives to continue CNB’s successful growth trends while enhancing its profitability.
07/11/2019
Wells Fargo Names Fiona Gallagher to Lead Its European Banking Platform
Gallagher will be responsible for the leadership, management and governance of Wells Fargo’s European Bank