05/28/2025
Henry Brandts-Giesen appointed global co-chair of Dentons’ Family Office and High Net Worth group
He is general counsel and strategic advisor to single and multi-family offices and family enterprises.
People Moves
05/28/2025
Citi Hires Merrill’s Meraz for Regional Role in California
Until August, Frank Consalo, Citi’s head of national sales, will oversee the California market, according to the memo.
05/28/2025
Amplify appoints industry veteran Mark Fischer as first COO
Fischer's over 30-year career includes stints at JP Morgan Chase, State Street, and Charles Schwab.
05/28/2025
Advisor moves: Ex-Focus wealth manager hops to Stratos affiliate, LPL welcomes former RBC advisor
A veteran with global roots strengthens Twenty Four Wealth's presence in Connecticut, while LPL's newest employee advisor comes with experience from the sports industry.
05/27/2025
Canaccord Genuity expands Calgary office with senior investment advisor hire
Canaccord adds to advisor momentum with another hire following BPS Wealth Management team move
05/27/2025
Aviva appoints new chief claims officer
John Lally will take on the role on June 2
05/27/2025
AWIM adds Head of International Wealth Management
Aisa Wealth & Investment Management (AWIM) has appointed Jez Bezant as Head of International Wealth Management
05/27/2025
Twenty Four Wealth Welcomes Wealth Manager Chiraag Kirpalani
Kirpalani will be based at Twenty Four Wealth's Darien, CT headquarters at 320 Boston Post Road, Darien, CT 06820.
05/27/2025
Bow River Capital Hires Investment Banking Veteran as Eecutive Chairman
Mr. Hantho will join Bow River Capital's Executive Committee
05/27/2025
Yung-Yu Ma Named Chief Investment Strategist of PNC Asset Management Group
Ma will be tasked with developing investment solutions for both individual and institutional clients.
05/27/2025
Jenny K. Smith Named Senior Client Advisor at Wilmington Trust’s Los Angeles Office
Smith has nearly two decades of experience in the financial services industry
05/23/2025
LinePoint Partners & Co. Welcomes Chief Marketing Officer, Lauren Colonna, and Announces Cooper Rey and Anton Marinchik as Independent Members of its Executive Committee
New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform
05/23/2025
Barclays hires Marc Warm as Global Co-Head of Capital Markets
Marc will report to Cathal Deasy and Taylor Wright, Global Co-Heads of Investment Banking and be based in New York.
05/23/2025
Nationwide poaches Schwab models gatekeeper for top manager research role
Andrew King is now head of manager research at Nationwide Financial.
05/23/2025
Focus Taps Former Fisher Tech Lead as CTO
Mark Israel will lead technology for Focus Financial’s national network of advisors and partners, replacing retiring CTO David Fike.
05/22/2025
LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik
Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement
05/22/2025
Aspiriant Names Six New Partners Across Los Angeles and Silicon Valley Offices
Located across California, the new members of Aspiriant's partner group bring impressive credentials
05/22/2025
Insigneo Adds Jorge Oliveira to Its Network of Financial Advisors as Senior VP in New York
Before joining the firm specialized in wealth management, he held key positions at leading institutions
05/22/2025
Quandri names Patrick Mulroy as head of strategy and partnerships to spearhead US expansion
He joins the company during a high-growth phase as it scales its US presence and customer base.
05/21/2025
Angeles Wealth Management Appoints Cameron Rogers as Partner
Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer