Managers of Wealth Americas

Brooke Cooper to join JPMorgan from Evercore

Cooper is leaving her post as managing director of corporate advisory at Evercore

Lassus Wherley boosts team

David has a BS in Finance from The College of New Jersey.

Ganfer & Shore Strengthens Firm with New Heavy Hitting Partners

The firm will officially be renamed as Ganfer Shore Leeds & Zauderer LLP on July 1st.

AlixPartners appoints Global Head of Strategy and Business Development

The turnaround wing at AlixPartners has been at the heart of some of the most prominent administrations and restructuring operations in the world over the past 12 months.

Citi poaches top BAML banker in shake-up of equity capital market leaders

US bank wants to be a top-three revenue earner in Europe's equity capital markets

Hunt Investment Management appoints marketing and investor relations manager

Will lead marketing and investor relations

Silicon Valley Bank Appoints Head of Private Bank

Butler has more than 25 years of experience in financial services.

J.P. Morgan Hires Veteran NY Wirehouse Broker Managing About $500 Million

He was joined by his business partner, Patrick M. Murphy, whose Morgan Stanley biography says he has more than 15 years of experience

Oxford Financial Group Adds New CIO

Nogues will assume leadership of the firm’s investment management team

With IBD competition heating up, firms poach executives from rivals

The firms announced the appointments on June 19 as competition and consolidation roil the industry.

Hedge fund Tourbillon hires Berman as president

In the first five months of 2018, the average hedge fund returned 1.5 percent, data from Hedge Fund Research shows.

Foresight Wealth Management Names JD Slatter As Partner

He will also provide investment solutions to individuals and businesses.

Webster Bank hires Colin Gillespie as SVP of brand marketing

As an advocate for volunteering with organizations that provide opportunity for others, Gillespie serves as a Strategic Fellow with LEAP Innovations

Mintz Levin Adds Experienced Corporate Attorney in San Diego

Scott Stanton Joins as a Member from Morrison & Foerster

Marc Lorin joins Coquest Advisors as Director of Strategic Relations

In that role, he was responsible for overseeing the sales team and approach to hedge fund managers and institutional investors, such as pension funds and family offices.

Atria Wealth Solutions Expands Management Team

Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.

Irene Kung Joins Wilmington Trust as Senior Investment Advisor in Los Angeles Office

Kung is responsible for developing customized investment portfolios for clients based on their unique parameters for risk, return, liquidity, and other factors

MoneyLion Appoints Jon Stevenson as New Head of Wealth Management and Banking

Industry veteran to help accelerate MoneyLion’s expansion of personal financial solutions to all

First Republic gatekeeper exits for Vontobel

Jon Cusa has joined New York-based Vontobel Asset Management, Inc.

IMCO hires pension management veteran Jean Michel as new CIO

To take action on this plan, IMCO is bringing in pension management veteran Jean Michel as CIO.

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