07/25/2017
Boutique Wealth Management Firm Adds Director of Private Wealth
John brings a holistic hands-on approach to building customized retirement solutions to affluent individuals and families.
People Moves
07/25/2017
Wilmington Trust Promotes Matthew Panarese to President of the Mid-Atlantic Region
Panarese joined Wilmington Trust in 2008 with considerable tenure in the financial services industry
07/25/2017
TCW appoints Managing Director in Emerging Markets Sovereign Research
Former Goldman Sachs Economist to Focus on Latin America
07/24/2017
Headhunter Recruited From Rival
Tillman Offers a Unique Perspective and Ability to Calibrate Top Talent Across the Globe
07/20/2017
Union Bank Expands San Francisco Wealth Management Team
Harold Rhee Joins as a Wealth Management Consultant
07/20/2017
U.S. Trust Announces New Hires in June
Jean Champagne has joined the Houston office as a Private Client Advisor.
07/20/2017
Andersen Tax appoints Managing Director in LA
Nir received a business degree in Business Management and Finance from the University of Ottawa (Canada)
07/20/2017
Fiduciary Trust Names Regional Managing Director, Head of its New York Office, and Trust Counsel
The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” said Ms. Mejia.
07/20/2017
UBS Lures “Top” Woman Advisor from RBC’s Hometown Office
Earlier this summer, UBS hired a $3 million team in New Jersey from Merrill Lynch as well as teams in Michigan and Ohio.
07/20/2017
William S. Thompson, Jr. to Retire from Citi Board of Directors
Bill’s contributions to the company are extensive
07/20/2017
Merrill Lynch trio managing $463 million joins Ameriprise
Team switches firms but stays in Roseville, Calif.
07/19/2017
J.P. Morgan Asset Management Strengthens DC Real Estate Portfolio Management Team
She led the DC real estate research and consulting practice.
07/19/2017
JPMorgan Lawyer Joins Norton Rose Fulbright Partnership
Reers has worked with private clients and their businesses, foundations and family offices on tax, wealth transfer, business succession and charitable planning. She also has a robust cross-border advisory practice.
07/19/2017
SEC Announces Christopher Hetner as Senior Advisor to the Chairman for Cybersecurity Policy
Mr. Hetner also implemented information security and regulatory compliance programs for Citigroup’s Institutional Client Group global business and technology units.
07/19/2017
Newest hires at UBS: Two advisers with $290M
UBS recruited two RBC advisers who managed $290 million in client assets, according to the firm. Advisers Deborah Johnston and Erica Frantz joined the wirehouse in Minneapolis, where they report to Christopher Watkins, Minnesota market head and branch ma
07/19/2017
AGF expands team
Prior to this role, she held senior investment management roles at Oppenheimer Capital, Federated Investors and Clay Finlay Inc.
07/18/2017
RBC hires broking grandee for chairman role
Bank appoints industry veteran, who also ran the business at Merrill Lynch, to newly-created role
07/18/2017
APFI Announces New Leadership Team Line-Up
Riad returned to South Africa as a consultant to Acsis
07/17/2017
New CEO of BNY Mellon announced
Gerald L. Hassell will continue to serve as Chairman of the Board through December 31, 2017, working closely with Mr. Scharf to ensure a seamless transition of responsibilities.
07/17/2017
KKR names Bae, Nuttall as co-presidents in step towards succession
KKR has never before named a president or someone with an equivalent title, a job that could serve as a stepping stone to eventually leading the entire firm.