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People Moves

04/14/2025

AXA IM appoints US equity portfolio manager

Gordon Happell joins after 10 years at Columbia Threadneedle

04/14/2025

PNC Bank appoints BlackRock veteran Mark Wiedman as president

Wiedman succeeds Michael Lyons, who left in January to become president and CEO-elect of Fiserv.

04/14/2025

Northern Trust Names John Massey Senior Managing Director of Foundation & Institutional Advisors – East Region

John brings a combination of leadership, strategic insight and client-first focus

04/11/2025

Silvercrest Asset Management Group Appoints J. Allen Gray to Board of Directors

As head of Silvercrest’s institutional business, Mr. Gray has played a pivotal role in the success of the firm’s institutional equity business over his tenure.

04/11/2025

Raymond Gatcliffe Appointed Country Officer And Chief Executive Officer For Citibank Canada

Gatcliffe will be responsible for the in-country execution of the bank’s strategy to be the preeminent banking partner for institutions with cross-border needs and a global leader in wealth management.

04/10/2025

Ascot appoints Marc Amen to lead role

Mr Amen joins from RenaissanceRe

04/10/2025

Andrew Woeber joins Barclays as the Global Head of M&A

He will be based in New York and join the Investment Banking Management Team.

04/10/2025

Perigon Wealth Management Welcomes Four New Partners As Part of Innovative Growth Program

Mary Ballin, Beth Bosworth, Eric Jardine, Doug Wheat Latest Advisors to Complete Path to Partnership Program at Advisor-Owned Firm

04/10/2025

CIM Group advances private wealth push with latest hire

Barry Schanker joins Los Angeles firm as managing director

04/10/2025

Mesirow Wealth Management Continues Growth and Expansion of Multi-Generational Services with Hire of Wealth Advisor Alex Gordon

Alex brings deep experience in financial planning and analysis for high net worth individuals

04/09/2025

Bluespring Hires Former LPL Exec to Lead Organic Growth Push

Graeme Lee, former head of LPL’s advisor affiliation model, joins Bluespring Wealth Partners to help its RIAs with organic growth and practice management.

04/09/2025

Ascot appoints RenRe’s Marc Amen as CEO, North America

In the new role, Amen will be responsible for all operating facets of Ascot U.S. and Ascot Bermuda insurance and reinsurance companies.

04/09/2025

Merrill Advisor Joins 1792 Wealth Advisors

Rich earned a B.S. in Applied Mathematics and an M.S. in Financial Management from Stevens Institute of Technology in Hoboken, NJ.

04/09/2025

Bluespring Wealth Announces Strategic Talent Acquisition and Leadership Team Expansion

Three new hires and a leadership promotion demonstrate commitment to advisors and their strategic growth

04/08/2025

McDermott Adds Veteran Private Equity Advisor in Chicago

She joins from Kirkland & Ellis.

04/08/2025

Bob French appointed as CIO for Parkwoods Wealth Partners

French adds a wealth of knowledge in investment strategy, portfolio management and client education

04/08/2025

SouthState Expands Wealth, Small Business, Commercial Teams

SouthState is committed to providing our small business clients with what they need to succeed long term and our wealth clients with tools and expertise to plan for a secure future.

04/08/2025

Raymond James welcomes $325M AUM advisor, team from Edward Jones

Broker-dealer has acquired more than $2B AUM in the past week

04/08/2025

Regions Bank Names Brandon Greve Head of Regions Investment Services; Additional Leadership Promotions Announced

Ready to help build on Regions’ growth, Greve succeeds Jim Nonnengard, who is retiring following a successful 43-year career.

04/07/2025

Nomura Asset Management Appoints Douglas Stewart as Head of Distribution EMEA

His appointment reflects our commitment to accelerating growth and delivering exceptional outcomes for clients across EMEA and Latin America."

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