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People Moves

07/16/2024

Wells Fargo Nabs Three Teams With $5.2-Mln Combined From UBS, Merrill

In the most recent of the moves, the husband-wife team of Jansen and Julie Bailey joined Wells on June 24 from UBS in Atlanta.

07/16/2024

AIG names Executive Vice President, Chief Administrative Officer

She will also become a member of AIG’s Executive Leadership Team.

07/15/2024

Appoints Andreas Argyrides as Executive Director and Senior Analyst Covering the Biotechnology Sector

Expanding the Depth and Breadth of Oppenheimer’s Biotech Equity Research

07/15/2024

Leading Private Equity Partner Joins Latham & Watkins in Boston

Matthew Cohn advises private equity funds, growth funds, and public and private companies in domestic and cross-border transactions.

07/15/2024

Withers welcomes Laurence Ho back as partner in Hong Kong

Laurence is qualified in New York and Massachusetts and works with individuals and families with a connection to the US on international tax, trust and estate planning matters.

07/15/2024

Appoints Managing Director and Senior Analyst Covering the Fintech Sector

Kumar Brings Extensive Financial Services Experience to Lead a Four-Person Team that Reflects Oppenheimer Research’s Commitment to FinTech and Payments

07/15/2024

State Street appoints new CEO of Brazil

Prior to joining State Street, Tomas worked for Standard Chartered in Brazil

07/12/2024

Regions Bank Names Connie Rogers as Regional Wealth Executive for Texas

Rogers brings 25-plus years of industry experience to regional executive role.

07/12/2024

Rothschild & Co hires Brandon Aebersold and Parry Sorensen as Managing Directors in North America

Senior hires bolster the firm’s Restructuring team in the United States.

07/12/2024

RBC unveils executive leadership shuffle

The bank’s decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows

07/12/2024

$46bn Integrity Wealth hires Alvarez & Marsal exec as president

Craig Walling has left the global management consultancy to lead Integrity Marketing’s newly rebranded wealth business.

07/11/2024

Alexandra Barth joins the Corporate & Investment Bank as Co-head of Leveraged Finance

Alex received a Bachelor of Arts from Dartmouth College.

07/11/2024

Chubb Appoints David Lupica Vice President, Chubb Group and President of Westchester, Company's Wholesale E&S Business in North America

Lupica succeeds Scott Meyer

07/11/2024

Ana Robic and Ben Rockwell Appointed Senior Vice President, Chubb Group

Ana Robic has more than two decades of insurance experience

07/11/2024

Snowden Lane Partners Bolsters Coral Gables Office, Adds Managing Director

Industry Veteran, Felipe Torres, Joins Snowden Lane’s Ureña Wealth Management Group

07/11/2024

Integrity Names Industry Veteran as President of Integrity Wealth

Craig is an incredibly capable and seasoned leader

07/10/2024

Blackstone taps Citi veteran Tyler Dickson for a key role in credit business

Private equity firms have been lately moving towards the fast-growing business of credit.

07/10/2024

RFG Promotes Shannon Spotswood to CEO

RFG Chief Investment Officer Rick Wedell will take over as RFG’s president while retaining his CIO duties.

07/10/2024

Three-person advisor team joins UBS Private Wealth Management in Tampa, FL

These talented financial advisors employ a comprehensive planning approach to meeting the financial needs of clients and are great additions as we continue to grow our capabilities and footprint in the region.

07/10/2024

Chubb Reorganizes Latin American Region into Three Sub-Regions; Appoints Leaders for Each Territory

Region now comprises Northern Latin America, Southern Latin America and Brazil

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