02/12/2020
Wells Fargo to replace CEO of wealth, investment management unit
New model creates flatter line of business structure and brings greater focus and accountability to the company
People Moves
02/12/2020
Captrust adds $650m NC wealth management practice
The Wilmington-based firm, with five advisors and assets of $654 million, joins CAPTRUST's wealth management practice
02/12/2020
Morgan Hill Partners Taps Howard Joyce to Establish Bay Area Office
Joyce is an accomplished senior operations executive with a diverse range of strategic and tactical experience
02/11/2020
Shepherd Kaplan Krochuk Expands in Washington DC With Key Hire
The team’s unique capabilities in both wealth management and asset management bring extraordinary investment options to our high net worth and family office clients.
02/10/2020
Fiera Capital announces appointment Chief Legal Officer
Fiera Capital has built a world-class legal, corporate and compliance team and I am excited to be able to build on this momentum.”
02/10/2020
Crypto Czar becomes third tech exec to leave Goldman Sachs this week
During her time there, Yared helped Goldman begin exploring ways to dip into cryptocurrency operations through investments and internal products.
02/07/2020
Maine's largest wealth management firm poised for further growth
The staff includes 14 advisers who work directly with clients.
02/07/2020
Groom Names Two New Principals and Welcomes Five New Associates
They also highlight the diversity of thought, background and experience within our team that serves to foster greater creativity and innovation. ”
02/06/2020
KKR boosts technology investing team
Tech Industry Veteran Joins Firm’s Technology Growth Equity Team from Cisco
02/06/2020
Meketa Investment Group expands employee ownership team
Filla, CAIA, CSRIC, serves as a consultant to various defined benefit and health and welfare funds, public funds, and non-profits.
02/06/2020
Mercer Canada appoints new leader for private wealth
James Virgo will be based in Mercer’s Toronto office
02/06/2020
RMB Capital Names Michele Francisco to Lead Wealth Management Business
Francisco will replace former president of wealth management Dimitri Eliopoulos, who departed the firm at the end of January to pursue another opportunity.
02/05/2020
Broadridge Appoints President
Mr. Perry currently leads Broadridge's Global Sales, Marketing and Client Solutions organization.
02/05/2020
BNY Mellon Wealth Management Names Senior Wealth Strategist in Denver, CO
Prior to joining BNY Mellon Wealth Management, Williamson served as a Vice President and Wealth Advisor at Northern Trust.
02/05/2020
Neuberger Berman snaps up real estate boutique
Almanac will operate as a distinct investment platform at Neuberger Berman.
02/05/2020
Weil & Company Team Members Join CLA
Since its founding in 1953, Weil & Company has achieved a position at the forefront of certified public accounting firms by implementing sophisticated tax and financial planning strategies.
02/04/2020
Profile assigns Chief Business Officer for MEA, APAC, UK, Ireland and Americas
The assignment aims at improving the existing momentum the company has with the implementation of its platforms in selective financial organisations in the mentioned regions.
02/04/2020
J.P. Morgan Securities recruits $550M trio from Morgan Stanley
The recruits, who were previously with Morgan Stanley, joined the bank’s elite unit serving high-net-worth and ultrahigh-net-worth clients.
02/03/2020
Cincinnati Financial Corporation Subsidiaries Announce Appointments and Promotions
Thomas J. Aaron, CPA, and Jill P. Meyer, Esq., directors of Cincinnati Financial Corporation, and Angela O. Delaney, senior vice president responsible for sales and marketing, were additionally appointed as directors of all property casualty subsidiaries.
01/31/2020
Family Office Exchange Bolsters Family Business Expertise
She will also serve as the moderator for the Investment Network and as a member of the FOX leadership team.