12/05/2023
Wealth.com Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor
Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform
People Moves
12/05/2023
Valley Bank CIO Stuart Cook leaves to join start-up True Digital Network as CEO
“Our objective is to take the messiness out of the equation, with the outcome that our industry is way more efficient and more banks and credit unions are able to participate in value creation.”
12/05/2023
Jimmy Dunne Elected to AIG’s Board of Directors
He also currently serves as a board member of Chime Financial, Inc. and the PGA Tour Policy Board.
12/05/2023
Homrich Berg Adds Depth to HB Family Office Team with New Principal and Director
Principal Billy Levine and Director Alex Arnold join the $14B Atlanta RIA
12/05/2023
MSCI Appoints Head of Index
Based in New York, Ms. Haines will be responsible for the strategic development and execution of MSCI’s global Index product line.
12/05/2023
Oppenheimer Appoints Head of Technology & Consumer Private Capital
He will be based out of Oppenheimer's San Francisco office
12/04/2023
Pershing’s Lisa Crafford Joins Constellation Wealth Capital
After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.
12/04/2023
BNP Paribas Hires John Fox; Anna Paglia to State Street Advisors
State Street Global Advisors, the asset management business of State Street Corporation, has hired Anna Paglia as executive vice president and chief business officer, effective early next year.
12/02/2023
Snowden Lane Partners Continues Recruiting Momentum with Addition of the Gherardi Group
Industry Veterans, Christian Silva Lima Gherardi and Pedro Pelaez, will Join Snowden Lane’s Growing Coral Gables Office
12/01/2023
AXIS Re hires Guy Carpenter broker for Canada role
She will report to AXIS Re President, North America Jason Busti.
12/01/2023
RBC Wealth Management recruits $337M team in Memphis
We are thrilled to welcome this talented team to RBC Wealth Management.
11/30/2023
Modern Wealth Management Appoints J.P. Rankin as Chief Compliance & Legal Officer
Rankin brings more than a decade of legal experience to help the firm establish and maintain a national, cohesive compliance program
11/30/2023
TD to appoint Alan MacGibbon as Chair of the Board
Mr. Levitt joined the TD Board in 2008 and has served as Chair since 2011.
11/30/2023
Industry Veteran Joins Wellington-Altus Board of Directors
Andrew has long been a visionary for the Canadian Wealth Management industry
11/30/2023
Snowden Lane Recruits Hybrid RIAs in Colorado, Florida
They are joined by Senior Client Relationship Manager Erika Winters
11/30/2023
The Hartford announces key leadership appointments
All appointments are effective March 1st, 2024, except for Ant’s, which takes effect January 2nd, 2024.
11/29/2023
Froda appoint ex-Klarna engineer as CTO in bid to continue expansion
Froda operates at the forefront of facilitating access to financing for small businesses.
11/29/2023
Perigon Wealth Management Welcomes Wealth Advisor Inc. of Nevada
The transaction extends Perigon's footprint into Nevada and enhances the firm's California presence with an office in San Diego County.
11/29/2023
Apollo Intelligence Names Chief Financial Officer
Susan brings rich experience in driving and supporting enterprise growth through disciplined fiscal management
11/29/2023
PPM America Hires Lord Abbett Director To Global Distribution Team
Greg is an excellent addition not only to the Global Distribution team but also PPM as a whole