08/15/2019
Northern Trust Wealth Management appoints Director of Business Services
Northern Trust Wealth Management has more than 130 years of experience working with business owners
People Moves
08/15/2019
Artivest Achieves Critical Platform Momentum, Announces Executive Leadership Appointment
Executive Chairman Martin Beaulieu assumes Chief Executive Officer post; will lead Artivest alongside Founder & President James Waldinger as digital platform draws outsized demand and record flows.
08/14/2019
Strategic Wealth Partners Grows Its Wealth Management Team
Additions Expand Reach in Wisconsin and Illinois
08/14/2019
BTIG Adds Head of Capital Markets
He will be based out of the firm’s New York office and report into Matt Clark, who leads BTIG Investment Banking.
08/14/2019
BMT Wealth Management expands team
Edward joins BMT from Wells Fargo
08/14/2019
Wealth Management Firm Names Chief Financial Officer
Prior roles for Mr. Weinkle at Dynasty include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO.
08/14/2019
B. Riley Wealth Management Appoints President
We're pleased to announce Chuck's promotion to President of B. Riley Wealth Management
08/14/2019
AIG names Deputy CFO, Head of Treasury, Investor & Rating Agency Relations, and Corporate Development
Purtill will oversee AIG’s engagement with key financial stakeholders
08/13/2019
Goldman names new head of activism defense team
Mehrotra was tapped after Steven Barg resigned to join Elliott, one of the world's busiest activist hedge funds.
08/13/2019
Andersen Tax expands US National Tax Practice
He joins the firm with over 16 years of public accounting experience with subject matter expertise on domestic tax issues, including income recognition, inventory methods, and cost recovery.
08/13/2019
Schroders appoints head of Canadian business
She will retain these responsibilities in addition to taking on the new role.
08/13/2019
Allen Matkins Continues its Growth Initiative
Ryan is a board member and treasurer of the Noble Vikings Charity
08/12/2019
Cincinnati Financial Corporation Expands Board
Before joining the Chamber, Meyer served as member-in-charge for the Cincinnati office of Frost Brown Todd LLC where she focused her legal practice on a wide spectrum of business issues, including counseling and litigating advertising and media law issues
08/12/2019
Cloudera and Carl C. Icahn Announce Agreement
Cloudera, which has a classified Board, will appoint Messrs. Graziano and Lynn as Class I directors whose terms expire at the Company's 2021 annual meeting.
08/12/2019
Evercore appoints Senior MD in New York
He is a graduate of Harvard Law School and the University of Ottawa.
08/12/2019
Four Wealth Managers Join First Republic in New York Area
The team will be based in Paramus, New Jersey.
08/12/2019
Alex Jones to head Intermediate Capital's U.S. private wealth solutions
Jones previously worked in JP Morgan Private Bank
08/09/2019
The race for JPMorgan Chase leadership has begun
With JPMorgan Chase CEO Jamie Dimon’s resignation looming, Marianne Lake, the recently appointed head of consumer lending, has emerged as a possible successor
08/09/2019
Morgan Stanley duo managing $260 million joins Raymond James
Rene Dierkes and Frank McKenna move to employee unit in Morristown, N.J.
08/09/2019
Sun Life Global Investments appoints President
As President of SLGI, Jordy will oversee SLGI, driving Client outcomes through investment performance and distribution excellence.