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People Moves

11/16/2016

Lincoln Financial Network Names Scott Witeby Senior Vice President and Head of Finance

Financial Services Industry Veteran with More Than 16 Years of Experience Joins Lincoln from LPL Financial

11/16/2016

Strategic Wealth Partners Adds Mark Weil as Wealth Advisor

His disciplined approach to managing risk and deep knowledge of investing will serve our clients well.

11/16/2016

Lombard International Appoints Head of Latin America

Former UBS Deutschland AG Head of Wealth Management, Latin America joins to lead Latin American sales

11/16/2016

California Hedge Fund Association (CHFA) Announces Lauri Martin Haas Joins Board of Directors

Haas holds a BS degree in accounting with honors from the State University of New York at Albany

11/16/2016

BNY Mellon Wealth Management names new senior wealth director

He will report to Regional President Robert Kricena.

11/16/2016

Eze Software Names Jeffrey Shoreman Chief Executive Officer

Eze Software Group has appointed New President and CEO, and a newly created Executive Chairman role

11/16/2016

Andersen Tax appoints private client service MD

Following completion of the deal, FWD Group will maintain AFLI’s existing life insurance distribution agreements with AIG Japan.

11/16/2016

Lazard Expands Shareholder Insight Capabilities for Clients

Andrew Tryon Whittaker has joined the group as a Managing Director

11/16/2016

Senior local banking exec to step down, successors named

He will retain the title until his retirement but will relinquish the leadership of the trust department on December 31, with a formal retirement in the third quarter of 2017.

11/16/2016

John S. Weinberg to Join Evercore as Executive Chairman

As we continue to build Evercore towards becoming the one, truly elite global advisory firm.

11/15/2016

Northern Trust Asset Management Strengthens Liquidity Solutions Team

New Senior Liquidity Specialist for Northern Trust Asset Management

11/15/2016

Imperial Capital Continues Growth of Global Corporate Credit Business in the UK

Imperial Capital's team of investment professionals will also be in Paris and London this week, bringing the Firm's Best Ideas Presentation Series

11/15/2016

Nasdaq just crowned one of the most senior women on Wall Street

Robert Greifeld Nasdaq Chairman of the Board

11/14/2016

Cantella & Co., Inc., Welcomes Brooks Marston as Chief Operating Officer

This role entailed client and business responsibility for the successful management of the North American retail market, managing in partnership, approximately $1.7 trillion in client assets.

11/13/2016

Itaú Unibanco announces new CEO and executive committee

The performance of this role, relying on the cooperation and experience of Pedro and Roberto and being able to count on the outstanding professionals that will compose the Executive Committee

11/11/2016

Voya hires head of retirement and investment only to boost DCIO business

A spokeswoman for Nuveen, declined to comment on personnel changes.

11/11/2016

Associated Capital Group, Inc. Announces Changes to Management Team

She will remain as Senior Vice President of GAMCO Investors, Inc.

11/11/2016

LGIMA Appoints New CEO

As it expands into new markets and further develops its capabilities.

11/11/2016

Echelon Wealth Partners announces new Head of Investment Banking

New Head of Investment Banking at Echelon Wealth Partners Inc, Announced

11/11/2016

US wealth boutique hires ex-UBS director for LatAm push

He will be joining the firm, which has $3.3 billion in assets under advisory, in a wealth advisor role, servicing wealthy families in Latin America and the US.

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