04/18/2019
JP Morgan names new CFO, and Marianne Lake moves to top consumer lending role
Lake will continue to serve as a member of J.P. Morgan’s operating committee and will be joined by Piepszak.
People Moves
04/18/2019
Morgan Stanley Fires Team in Schwab’s Cross Hairs
People answering the advisors’ phones at their Morgan Stanley branches this week confirmed they no longer work with the firm.
04/18/2019
Strategic Wealth Partners Adds John Mariscalco as Associate Wealth Advisor
John's passion for educating clients on markets, asset allocation, and risk management makes him an excellent fit for our firm
04/16/2019
BMO’s Asset Management Arm Eyes Alts Expansion
New CEO Kristi Mitchem called alternative investments a “major growth area” for BMO Global Asset Management.
04/16/2019
AXIS Re names new president of EMEA & Latin America
Mr. Hottinger has held a number of underwriting managerial roles within AXIS Re
04/16/2019
BlackRock Director Leaves to Launch Tech Investment Firm
Daniel Daniel was involved in early bets on Twitter, Uber
04/16/2019
Macquarie Capital Appoints Managing Director to Launch Family Office Coverage in North America
Mr. Buchanan has nearly 20 years of experience advising public and private clients
04/15/2019
State Street international chief executive
Industry Leader and former Citigroup Asia CEO Will Drive Company’s Continued Growth across Europe, Middle East, Latin America and Asia Pacific Region
04/15/2019
Stone Harbor makes Chief Developed Market Economist appointment
“Stone Harbor is one of the leading specialist fixed income investors and I am very much looking forward to contributing to the quality and depth of knowledge that exists within the firm,” says Smyth.
04/15/2019
Financial entrepreneur named President of Arlington Family Offices Nashville
Hays facilitates monthly meetings for TIGER 21 members, leading discussions around subjects like wealth preservation, investment opportunities, family dynamics, and philanthropy.
04/15/2019
Signature Bank Appoints Venture Banking Group with National Presence
Fugate, a 20-year banking veteran, will oversee operations of the group, from offices in Denver.
04/15/2019
Alex. Brown Poaches $170M FA From Snowden Lane
“I decided to join Alex. Brown after very careful due diligence and consideration for the future of my practice and the wealth management business,” Hubbell says in the press release.
04/12/2019
UBS Names Former Congressman Jeb Hensarling Executive Vice Chairman of the Americas
Based in Texas, Hensarling has regional responsibilities across all UBS Americas businesses
04/12/2019
Norton Rose Fulbright adds prominent renewable energy tax lawyer in New York
He comes to Norton Rose Fulbright from Mayer Brown, where he led the firm’s renewable energy group in New York.
04/12/2019
Citigroup investment bank president Jamie Forese to exit
There he will be succeeded by Paco Ybarra, who served as Forese's deputy.
04/12/2019
Northern Trust makes strategic global leadership appointments in institutional brokerage
These newly created positions mark an important step in the evolution of Northern Trust’s Institutional Brokerage business
04/12/2019
Rockefeller New York Lead Joins Quant Network Board
Quant Network – who last week introduced Quant Atlas
04/11/2019
National wealth management firm names new Houston president
He will continue as Northern Trust Wealth Management's Texas president
04/11/2019
Element Pointe Advisors appoints Chief Compliance Officer
Prior to joining Element Pointe Advisors, Wruble was responsible for managing regulatory relations and compliance for Kestra Financial
04/11/2019
BMO Appoints New Regional Leaders for Minnesota/Western Wisconsin, Florida and Arizona
Shaheena, Dalila and Patrick have a tremendous amount of knowledge across our business