04/22/2024
UBS hires financial advisor team led by Christopher Toregas in Los Angeles
Christopher and his team join the firm’s Los Angeles Market, managed by Market Executive Lauren Gorsche and Market Director Kreg Pearless.
People Moves
04/22/2024
James Herring and John Gaffney join UBS Private Wealth Management in New York City
At the conclusion of their respective notice periods, James and John will join the UBS Manhattan Market
04/22/2024
Juan Bernal is named new group chief investment officer at MAPFRE
Juan Bernal, who has more than 25 years of experience in financial markets, has headed up asset management, private banking and personal banking in numerous leading financial institutions in Spain.
04/22/2024
Citizens bolsters wealth management team with hires
Coveted Wealth team joins Citizens Financial with $5bn in customer assets
04/22/2024
EQT further expands private wealth team with appointment of Peter Aliprantis as head of Private Wealth for the Americas
Peter will lead EQT’s private wealth efforts across the region
04/19/2024
Polar Capital hires industry veteran Morgan Lee for US expansion plans
He was most recently vice president and regional director for Dimensional Fund Advisors
04/19/2024
Miracle Mile Hires New Chief of Investments
From Telemus Capital, Matt Dmytryszyn's resume spans 20 years as a research analyst for LaSalle Street, Russell Investments and Piper Jaffray.
04/19/2024
Axis appoints Pauline Morley
She will lead the growth and advancement of the Axis offering in the professional liability market, aligned with the company’s position as a leading specialty insurer.
04/18/2024
Raymond James Gains Advisor From Morgan Stanley, Loses One to LPL
Taimur Baig’s move to Raymond James from Morgan Stanley is the latest of several teams joining the firm’s employee advisor channel from the wirehouse this year.
04/18/2024
Google terminates 28 employees after multicity protests
The arrests, which were livestreamed on Twitch by participants, follow rallies outside Google offices in New York, Sunnyvale and Seattle
04/17/2024
Rob Pettman Joins TIFIN as Chief Revenue Officer and President to Accelerate Growth Across Its Wealth Portfolio
The former LPL executive joins to lead the adoption of TIFIN's AI-centric platforms at leading wealth enterprise firms
04/17/2024
The former JPMorgan MDs becoming product executives in fintech
This week, two former JPMorgan MDs have become chief product officers at separate fintechs, one in New York and the other in San Francisco.
04/17/2024
Capstone Asset Management Enhances Investment Team with Addition of Senior Portfolio Manager James Jung and Director of Real Estate Investments Clayton Rutquist
James brings leadership and management to Capstone's public and private credit investments.
04/17/2024
Executive Assistant to Chairman and CEO
Effectively partner and coordinate closely with the Senior Executive Assistant to the Chairman and CEO in supporting the Chairman and CEO.
04/17/2024
Baron Capital Announces Leadership Changes
Stern spent the last 23 years with FactSet.
04/16/2024
Bank of America brings new head of IB Switzerland from UBS
He will take over the position on July 1
04/16/2024
Citi wealth division's CIO Bailin to depart after 15 years
Bailin became the global head of investments in 2017 and took his current job in 2019.
04/16/2024
Citizens Financial Group Names Paul Casey to Lead Wealth Business
He will lead the bank’s Citizens Wealth Management and Citizens Private Wealth Management organizations, serving the needs of mass affluent, affluent, high-net-worth, and ultra-high-net-worth clients.
04/16/2024
Fortitude Family Office Founder and CEO Matt Walker Named Executive of the Year by Business Intelligence Group
Walker is honored with award for his commitment to top-level client service and strengthening local communities through business and charitable initiatives
04/16/2024
Northeast VP of Wealth Management Appointed to President of Board of Directors for BISA
John has sat on BISA’s Board of Directors for over five years