05/30/2019
BMO Announces Executive Appointments
Expanded Role for Erminia (Ernie) Johannson as Group Head, North American Personal Banking & U.S. Business Banking and Appointment of Mona Malone as Chief Human Resources Officer
People Moves
05/29/2019
Portland wealth management firm names Daigle as equity owner
The firm manages more than $200 million in assets, according to the company’s website.
05/29/2019
Goldman Sachs Names Executives in Asia, New York to Top Committee
In February, Goldman announced that Ken Hitchner, chairman and chief executive for Asia-Pacific ex-Japan, would retire after 28 years with the firm.
05/29/2019
Wealth Manager Arif Ahmed Joins First Republic
Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years
05/29/2019
Leading Investment Manager Joins Nutter Investment Advisors as President
He joins NIA in advance of the June 2019 stepping down of E. Barnes M. Abbott, who has served as CEO of NIA for over 30 years.
05/29/2019
James Revels Rejoins KPMG As Partner In Family Offices Practice
Revels, who was formerly a partner and co-leader of the Trust & Estate practice at Citrin Cooperman & Co. LLP, has extensive client service experience
05/29/2019
Withers Names Switzerland Partner Next Chair
Justine Markovitz will be the second woman to lead the firm, which was founded in 19th century England and has U.S. roots in New Haven, Connecticut.
05/29/2019
Reed Smith appoints commodities partner in New York
Parker adds to Reed Smith’s growing global practice of commodities markets and commodities regulatory specialists with experience in government, trading and financial technology.
05/29/2019
First Republic appoints MD and wealth manager
Prior to First Republic, Ahmed worked for Merrill Lynch for 21 years
05/29/2019
Wells Fargo adds former Bank of America executive to board
More than half of the company's independent directors joined the board after 2016.
05/28/2019
Legg Mason trims staff headcount by 120
Majority of the job cuts will be in the US.
05/28/2019
Canaccord Genuity Adds Dedicated FinTech Expertise in its U.S. Investment Banking Business
Jason will report to Dan Coyne and Sanjay Chadda , co-heads of Canaccord Genuity's U.S. investment banking business.
05/28/2019
$108 Billion Fund Plans London, New York Hiring Spree
The fund opened its London office in 2016 as it took a majority stake in the King’s Cross redevelopment project.
05/24/2019
Artivest appoints Chief Marketing Officer
Nobile has more than 25 years of experience as an award-winning marketing and communications leader for asset and wealth managers.
05/24/2019
Barclays Appoints Akhil Ahuja as Head of Enterprise and Communications Technology Banking
Mr. Ahuja will start at Barclays in August 2019.
05/24/2019
Barclays Appoints Taylor Wright as Co-Head of US ECM
Mr. Wright has over 30 years of banking and ECM experience
05/23/2019
Rockefeller Scoops Up $1 Billion UBS Team
Bruce and his team bring extensive wealth and investment planning knowledge that can be augmented by the comprehensive family office expertise at Rockefeller
05/23/2019
LPL Financial Welcomes Brookshire & Brookshire Wealth Management
LPL offers a platform that allows us the freedom to provide objective financial guidance to our clients.
05/22/2019
Young America Capital Announces Appointment of Thomas M. Kane, Senior Managing Director
Leads Transportation/Energy Investment Banking
05/22/2019
Fairfax appoints interim CFO following sudden death of David Bonham
“The entire Fairfax family mourns the sudden and unexpected loss of our dear friend and partner, Dave Bonham,” said Prem Watsa, chairman and chief executive officer of Fairfax.