08/20/2018
T. Rowe Price fills three senior positions
He succeeds Peter Preisler, who left the company a year ago to pursue other opportunities.
People Moves
08/17/2018
Leslie Carter-Prall Named Regions Bank Head of Private Wealth Management
Carter-Prall replaces Kate Danella, who was named head of Strategic Planning and Corporate Development at Regions Bank.
08/17/2018
SS&C Announces the Appointment of Chief Technology Officer
Caiafa will join the SS&C senior leadership team, reporting directly to Rahul Kanwar, President and Chief Operating Officer
08/17/2018
BNY Mellon Wealth Management COO leaves for PNC
His exact title was not available
08/17/2018
UBS poaches Goldman Sachs veteran to run data lab
Goldman named him managing director in 2010.
08/17/2018
AllianceBernstein appoints Global Head of Liquidity Sales
Zak brings more than two decades of distinct experience and track record serving the institutional market, and we're confident that our team and clients will benefit greatly from his expertise.
08/17/2018
New World Advisors Expands Leadership and Investment Team
Chris joins New World from a thirteen-year career at Fiduciary Trust, where he was instrumental in guiding their investment philosophy and asset allocation strategy.
08/16/2018
Montgomery re-joins King & Spalding in DC
Montgomery began his legal career at the firm, where he was an associate from 2008 to 2010, when he left to join Kirkland & Ellis, where he was promoted to partner in 2015.
08/16/2018
Loeb & Loeb Opens First San Francisco Office
The Los Angeles-based firm will set up shop in the Bay Area after adding a six-lawyer trusts and estates team from Cooley.
08/16/2018
Oyster Consulting (Bermuda) makes changes to board leadership
I am proud of what he and his team have accomplished and look forward to their continued success
08/15/2018
Foresight Wealth Management Expands Team
We welcome David to the team at both an exciting and pivotal time for Foresight
08/14/2018
RBC GAM appoints head of real estate equity investments
This appointment marks RBC GAM's entry into direct real estate equity investing and demonstrates the firm's continued focus on private and illiquid markets.
08/14/2018
Wilmington Trust Announces Leadership Appointments to Wealth Advisory and Private Banking
Buccella earned an MBA from Babson College, and a bachelor’s degree from Boston College.
08/14/2018
Mizuho Hires Three Senior Corporate and Investment Bankers in the Automotive, Consumer, and Energy Sectors
Andrew Karnovsky will cover automotive, Angela McCracken will focus on energy, and Heidi Sandquist will cover food and beverage.
08/14/2018
Head of Citigroup’s global cards business to depart
Jud Linville leaves as part of effort to unify business with rest of retail banking
08/14/2018
Change in the Operations and IT group
La Caisse commends the remarkable work of Pierre Miron Alexandre Synnett appointed Executive Vice-President, Digital Technology and Operations
08/14/2018
Veteran Tax Compliance and Planning Expert joins Stowe & Degon LLC
His addition will further boost the Central Massachusetts firm’s tax accounting experience and service offerings to closely-held businesses and their owners.
08/14/2018
Blackstone's Tony James Hires Real Estate Head for Family Office
Head of real estate investments is new role for family office
08/13/2018
Family Office Networks to launch new association in Washington D.C.
Julio is a prominent and well-respected leader in the family office world
08/13/2018
RyanSharkey Names Two New Partners
Randall specializes in international tax advisory and accounting for income tax services