04/10/2018
Kestra Financial Recruits Griffin Financial Group
Austin-based firm to leverage Kestra Financial’s advisor technology and practice management support
People Moves
04/10/2018
National Philanthropic Trust Welcomes Three Board Members
Ann Dugan, Stephen Hopkins, Kelly Williams Join the Largest Independent National Donor-Advised Fund Sponsor’s Board of Directors
04/10/2018
First National 1870 names new market president
She also previously owned a small business that provided strategic business consulting and business management services. She holds Series 7 and Series 66 securities and investment licenses.
04/10/2018
Bci Securities hires former Citi boss as CEO
In an interview with Citywire Americas, Barrett said he aims to position the brokerage as an investment hub for Bci’s subsidiary City National Bank of Florida.
04/10/2018
Steward Partners and Raymond James Continue Growth in Florida with Addition of UBS Advisor
Dean Hoover Joings Steward Partners' Clearwater Office
04/10/2018
OceanFirst Bank Announces Appointment of Jeana M. Piscatelli, Senior Vice President and Director of Cash Management
The Company's ability to predict results or the actual effect of future plans or strategies is inherently uncertain.
04/10/2018
GAM Holding AG hires Rachel Wheeler as group general counsel
She started her career as a solicitor in corporate and financial services law at Simmons & Simmons.
04/09/2018
The world's largest asset manager will exclude gun manufacturers and retailers from its newest investment products
BlackRock, the world's largest asset manager, is offering new investment products that exclude gun manufacturers and retailers.
04/09/2018
Brown Advisory appoints Head of International Strategic Advisory
Our Strategic Advisory team works closely with clients and their professional advisers to provide guidance and oversight and to ensure that the investment portfolios that we manage fit seamlessly into their broader wealth strategy.
04/09/2018
UBS Asset Management appoints Perry Offutt as Head of Infrastructure, Americas
He will leverage his expertise to drive the expansion of REPM's infrastructure investment activity in the Americas, through its global platform of funds and mandates. He will be based in New York and report to Tommaso Albanese, Head of Infrastructure
04/06/2018
Chubb Appoints Christopher Maleno to Lead North America Field Operations and Matthew Merna to Lead North America Major Accounts
Mr. Maleno, who is a Chubb Group Senior Vice President, most recently served as Division President, North America Major Accounts.
04/06/2018
Wealth Manager joins First Republic
Has more than 14 years of national and international wealth management experience serving ultra-high net worth individuals, families and foundations.
04/06/2018
Advent Capital adds to business development team
Before that, Alex spent nearly a decade leading alternative investment sales for BBVA, growing institutional and private capital for the company’s diverse product suite.
04/05/2018
HSBC Private Bank hires Deutsche veteran for top global solutions role
Among these solutions are also direct investment opportunities.
04/05/2018
JLT Re Appoints Daddario, Chandler and OTT to New Executive Roles
George Daddario has been appointed Executive Chairman of JLT Re (North America) Inc.
04/04/2018
Ex-Citi head of investments joins Insigneo as CEO
De Ontanon most recently served as head of Americas Investment Services at Citi Private Bank (CPB), where he was responsible for the region’s investment teams.
04/04/2018
Hirtle Callaghan hires new CIO
He most recently served as Chief Investment Officer of Asset Allocation for OppenheimerFunds,
04/04/2018
Pennsylvania OCIO hires ex-PM as gatekeeper
Mark Hamilton, who exited OppenheimerFunds at the end of February, has been hired as the chief investment officer for OCIO firm Hirtle Callaghan.
04/04/2018
Goldman Sachs names Ryan co-head of Americas M&A
“Colin will play an integral role in sourcing and executing transactions in the technology sector which represents one of the investment banking division’s most important avenues for growth,”
04/04/2018
Mark Patterson Joins Rockefeller Capital Management as a Senior Advisor
Patterson also served as the Chairman and CEO of Boomerang Systems from 2010-2016 and 2010-2015, respectively.