11/22/2019
ZRG bolsters Asset and Wealth Management practice
Michael Castine Joins ZRG, Bolstering Asset and Wealth Management Practice
People Moves
11/22/2019
Franklin Templeton appoints new CEO
She will be responsible for the operation of all aspects of the business
11/22/2019
RMB Capital Chief Operating Officer to Retire at End of Year
Prior to joining RMB, Clark had served in leadership roles across the investment industry
11/22/2019
Northern Trust Hires Senior Wealth Strategist
Steph has a demonstrated track record of using her specialized expertise to empower women at various stages of wealth creation and management.
11/22/2019
Anchin, Block & Anchin Admits three to the Partnership and Promotes four to Director
In addition to the new partners, Audelene Gutierrez, CPA, Brent Lessey, CPA, Adam Pizzo, CPA, and Michael Rudegeair, CPA, CFP, have been promoted to Director.
11/22/2019
Glenmede Announces Key Sustainable and Impact Investing Appointments
Mr. Hays joins Glenmede from J.P. Morgan Asset Management
11/21/2019
BBVA USA appoints Relationship Manager for Global Wealth
As a Relationship Manager, Crespo will be responsible for developing and maintaining client relationships among high net worth and ultra-high net worth individuals and families in the Miami area.
11/21/2019
Harold L. Morrison, Jr. to Join Markel's Board of Directors
From 2008 to January 2016, Morrison served as Executive Vice President of The Chubb Corporation
11/21/2019
Alan Kirshner to Retire as Executive Chairman of Markel Corporation; Steven Markel to Become Chairman of the Boards at 2020 Annual Meeting
The Board has named Alan to the honorary position of “Chairman Emeritus” of the Board upon retiring from his leadership positions in May of next year.
11/21/2019
WSFS Wealth’s Multi-Family Wealth Management Boutique appoints new President
Mr. Schneider’s career includes over 25 years of experience in wealth management
11/21/2019
Triad Advisors Successfully Recruits Hybrid Wealth Management Practice
SWA provides its clients with an integrated financial planning and wealth management experience
11/20/2019
Citi names institutional client group Mexico boss in exec reshuffle
His appointment comes on the heels of Jane Fraser being appointeed Forese’s replacement as president of Citigroup in late October.
11/20/2019
Mizuho parts with two LatAm banking veterans
Prior to joining Mizuho, Voorduin was most recently a managing director at HSBC where he worked for 12 years in New York and Mexico City, the press release said.
11/20/2019
Vanguard Announces Key Investment Management Appointments
Firm bolsters active management roster with senior hires
11/19/2019
Cincinnati Financial Corporation Appoints 12th Independent Director, Names 2020 Director Nominees
The board also announced that it reduced its size to 13 members as of the next annual meeting of shareholders scheduled for May 2, 2020
11/19/2019
Raymond James Poaches More FAs from Wells Fargo
Wells Fargo lost an advisor in Chicago to RJA and in October it lost a $775 million practice to RJA.
11/19/2019
First Bank & Trust boosts Wealth Management Division
He will serve clients in the First Bank & Trust Company footprint throughout Virginia and Tennessee.
11/19/2019
UBS hires 9 reps managing $1.6 billion
Biggest win is trio who managed $676 million at Merrill Lynch
11/19/2019
Nuveen Names new CEO
In 2015, he became the leader of Nuveen’s Real Assets business
11/19/2019
Nuveen names co-heads of private-market impact investing
Nuveen managed about $1 trillion as of Sept. 30, including private market impact investments totaling $1.2 billion.