03/13/2018
Goldman Sachs Puts David Solomon in Line to Be Next CEO
Solomon’s status rises at firm after fellow president, Harvey Schwartz, announces plans to retire in April
People Moves
03/12/2018
Greenberg Traurig Elevates Four Attorneys in the Latin American Practice to Shareholder
“We congratulate our new shareholders and look forward to witnessing their continued achievements.”
03/12/2018
Rockefeller Capital Management Expands Leadership Team with New Senior Hires
Michael Brakey and Grace Yoon to Join Rockefeller
03/12/2018
Canaccord Genuity expands Canadian wealth management business
Based in Calgary, the MLD Wealth Management Group operates as a multi-family office with a focus on helping high net worth clients meet and exceed their complex financial goals.
03/12/2018
Neuberger Berman Names Head Of Product Strategy And Marketing
He holds an MBA in International Finance and Economics from The Wharton School, a JD from Stanford Law School, and B.A. from the University of Pennsylvania.
03/12/2018
Wilmington Trust Hires Dexter R. Conner as Senior Private Client Advisor for Atlanta Wealth Office
He will provide comprehensive wealth management advice to high-net worth individuals and families, business owners, and entrepreneurs, as well as foundations and endowments.
03/12/2018
Invesco expands Global Solutions Team to meet the evolving needs of clients
Alexandre Mincier joins as global head of insurance client solutions development, Mark Humphreys as head of EMEA client solutions development, and Vincent de Martel as solutions strategist for North America
03/09/2018
Advisor Team Joins Insight Wealth Strategies
Insight Wealth Strategies, San Ramon, Calif., has added four employees.
03/08/2018
Goldman and Blackstone hire and fire PMs on alts funds
Goldman Sachs and Blackstone have both reshuffled the subadvisor line-up on their respective multi-manager alternative funds, according to Securities and Exchange Commission filings.
03/08/2018
Andersen Global Names Board of Directors for Latin America
The Board is comprised of eight top tax and legal Partners from Andersen Global member firms that will work alongside Global Chairman and Andersen Tax LLC CEO, Mark Vorsatz, to provide counsel and guidance in the direction and operations within Latin Amer
03/08/2018
International Tax and Estate Planning Attorney Lucy S. Lee Joins Greenberg Traurig
Lee received an LL.M in Taxation from Georgetown University Law Center in 2005
03/08/2018
U.S. Capital Advisors Hires Head of Business Development
As Head of Business Development, Mr. Kovics will lead the growth and expansion of USCA's Wealth Management business.
03/08/2018
Davis Polk adds Hong as partner for its investment management group
Law firm Davis Polk has added Michael S. Hong as a partner in its investment management group. Hong will focus on private equity fund formation. Previously, Hong worked at Paul, Weiss, Rifkind, Wharton & Garrison LLP where he was a partner in their pr
03/07/2018
Marlene Debel to Lead MetLife Retirement Busines
U.S. CFO, Former Treasurer Takes On Business Leadership Role
03/07/2018
Steward Partners Global Advisory launches new office
When our team has the ability to focus on our client service model rather than on back-office headaches, everything else just clicks,” Spradlin noted.
03/07/2018
Pan-American Life Insurance Group announces executive changes
Geri Gaughan was promoted to president and chief operating officer of Mutual Trust Life Insurance Co., where she has been senior vice president and general counsel.
03/07/2018
Kestra Financial Recruits The Main Street Group
Next-generation technology continues to attract large firms to the Kestra Financial platform
03/06/2018
Two Wealth Managers Join First Republic in Boston
Bill and Darin have a long track record of helping clients achieve their financial goals today and across generations.
03/06/2018
BNY Mellon Asset Management hires head of global consultant relations
RBC GAM managed a total of $350 billion as of Dec. 31, of which $37.5 billion was managed for U.S. investors.
03/06/2018
Wilmington Trust Hires Private Client Advisor for Rochester Wealth Office
In her new role, Hakiel works closely with clients and their advisors to develop financial strategies to meet client’s current needs and plan for long-term objectives.