07/10/2020
Brown Brothers Harriman appoints new partner
Val’s extensive corporate finance, operating and relationship management experience over the past 25 years uniquely position him to lead our Corporate Advisory and Banking practice.
People Moves
07/09/2020
Howard Atkinson Appointed Chief Business Officer of Pascal Financial
Wealth management industry leader makes investment in emerging fintech leader and assumes full-time leadership role to accelerate company’s growth plan
07/09/2020
Aegon Asset Management appoints Global Head of Consultant Relations & Global Financial Institutions
She joins Aegon Asset Management in this newly created key role for the business
07/08/2020
PNC Financial Services Group Announces New Members of Executive Committee
PNC is fortunate to have an excellent team of senior executives leading our company during these complex and challenging times.
07/08/2020
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
The experienced team, which includes former Deutsche Bank, UBS and JPMorgan executives, adds strategic expertise in various regions to Insigneo’s already wide international reach.
07/08/2020
RBC Promotes a Top Broker to Lead $12 Billion-Asset Minnesota Complex
Her management promotion comes amid a growing awareness of the lack of gender and racial diversity among advisors and managers that has been sharpened by recent Black Lives Matter developments.
07/08/2020
KPMG names new practice leads as part of 'a new chapter'
The firm is trying to burnish its reputation after some high-profile scandals in recent years.
07/08/2020
KKR Partners with Veteran Executive to Pursue Acquisition Opportunities in the US
Over the last ten years, KKR’s Industrials team has focused on employee engagement as a key driver in building stronger compani
07/08/2020
Oppenheimer & Co. Inc. Appoints Managing Director In The Technology Investment Banking Group
Berntzen joins Oppenheimer with almost thirty years of experience in strategic M&A advisory and corporate development across numerous technology verticals.
07/07/2020
LPL Financial Welcomes CenterPoint Wealth Advisors
The team serves mostly affluent families, executives and small business owners.
07/07/2020
Sanctuary Wealth Adds $500 Million, All-Female Team from Morgan Stanley
Addition of Bowersock Capital Partners to its ever-growing network extends Sanctuary's presence into Kansas
07/07/2020
Mitchell Harris to Retire as CEO of BNY Mellon Investment Management and Hanneke Smits Appointed as CEO of BNY Mellon Investment Management
Both Ms. Smits and Ms. Keating, leading their respective parts of the Investment and Wealth Management business
07/06/2020
Lincoln Financial Group Names New Head of Finance and Actuarial for Group Benefits Business
Bram J. Spector Brings 20 Years of Industry Experience to the Role
07/03/2020
UBS lost five Miami-based advisors since last week
The trio, Andres Felipe Herrera, Carlos Arango and Carolina Cardenas, worked in UBS’s Coral Gables office and each oversaw around $150m for Latin American clients.
07/03/2020
Greenberg Traurig Expands Real Estate Practice in Los Angeles, Adds Michael Seiden
Global law firm Greenberg Traurig, LLP has expanded its award-winning Real Estate Practice with the addition of Michael A. Seiden as a shareholder in the firm's Los Angeles office.
07/03/2020
Digital bank Quontic names new CFO
Wood is a graduate of Mt. St. Mary’s College, a certified management accountant, certified in strategy and competitive analysis, and holds accreditation from COSO in internal controls integrated framework and enterprise risk management.
07/02/2020
SS&C Promotes Two Executives
Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent
07/02/2020
Dentons adds tax authority to Capital Markets practice
We are delighted to welcome Marshall to our highly regarded Capital Markets team
07/02/2020
German American Bank makes management changes
As President & Chief Operating Officer, Neil will assume direct operating responsibility for all facets of the Company, reporting directly to Mark Schroeder, Chairman & CEO.
07/02/2020
Baker McKenzie Appoints David Malliband Chicago Office Managing Partner
Baker McKenzie's Chicago office has approximately 230 lawyers and is the Firm’s largest office in North America.