08/07/2019
Julius Baer Americas intermediaries head to step down
Zumsteg will remain at the firm until the end of the year to assist with the transition process.
People Moves
08/07/2019
John Lecci joins Markel as Senior Director, US Professional Errors & Omissions
He will be heading up the New York-based US Professional Errors & Omissions team.
08/07/2019
BNY Mellon Appoints Head of Markets Strategy & Insights
Daniel will be based in New York.
08/07/2019
Geller Advisors Announces Addition of New Leaders for Major Business Areas
Scott Bush Joins as Head of Client Development and Experience; Mark Rubin Joins as Head of Tax
08/06/2019
BCS Global Markets appoints new Prime Brokerage Sales Director
His breadth of experience in selling international prime services and developing client relationships to the hedge fund community will be instrumental in our global expansion.
08/06/2019
Leading Private Equity Lawyer Daniel Eisner Joins Schulte Roth & Zabel
Previously, Mr. Eisner was head of the private equity practice at DLA Piper and Proskauer Rose LLP.
08/06/2019
Barings Hires Former Hedge Fund Manager to Head New Institutional Unit
Stewart Russell will help Barings expand its business with institutional investors globally.
08/06/2019
Mizuho to Hire RBC Tech Banker for Senior U.S. Role
Representatives for both Mizuho Americas, part of Japan’s Mizuho Financial Group Inc. and RBC declined to comment.
08/05/2019
Combined Insurance Announces Two Senior Leadership Appointments
Their skill sets and proven leadership experience are a tremendous asset as we expand our diversity and outlook for the future of Combined."
08/05/2019
Rockefeller Capital Management Adds Senior Advisors
Tyson is a distinguished scholar, expert on trade, competitiveness and economic development, and former economic advisor to two U.S. presidents.
08/03/2019
Leading family office boosts Board of Directors
Pitcairn and the family office industry has undergone an incredible evolution since I first joined the family enterprise 44 years ago.
08/02/2019
Chubb names regional president for Latin America
Will lead company's insurance operations in fast-growing nine-country region
08/02/2019
Schroders appoints new LatAm boss, boosts investment team
As part of his new role, Binello will oversee Schroders' offices in Argentina, Brazil, Chile and Mexico with all the country heads reporting directly to him.
08/02/2019
Wells Fargo gets new wirehouse leadership amid executive shuffle
David Kowach, who formerly headed Wells Fargo Advisors, the bank’s retail brokerage arm, is becoming the head of community banking.
08/01/2019
Wells Fargo Names Leaders to Key Roles
He has a bachelor’s degree in finance from the University of Virginia.
08/01/2019
Chubb Names President of Overseas General Insurance
Will lead company's international general insurance operations in 51 countries
08/01/2019
Baker McKenzie welcomes Mnew partner in California
He focuses on state and local tax in California and has particular expertise on corporate and personal income tax.
07/30/2019
UBS hires deputy chief investment officer for Americas from JPMorgan
As deputy CIO Americas, Marcelli will answer to Mike Ryan, who heads the North America division and frequently appears on TV and at conferences to address how trade disputes and other macro economic factors may impact clients’ portfolios.
07/30/2019
Magnus Financial Group appoints new director
He has experience providing comprehensive financial oversight and direct private equity investments in early-stage companies on behalf of entrepreneurs and wealthy individuals.
07/30/2019
D.A. Davidson expands financial institutions group
D.A. Davidson’s financial institutions group is a full-service platform with professionals across the United States.