10/31/2016
Willis Towers Watson announces leadership shakeup
The leadership shakeup comes ten months after the company was formed with the merger of Willis and Towers Watson.
People Moves
10/31/2016
Merrill Lynch Hires Jennifer Jennings and Donny Wohl From J.P. Morgan’s Private Bank in Michigan
The Jennings Wohl Group serves high net worth individuals and families and are part of Merrill Lynch’s Private Banking & Investment Group.
10/28/2016
Opus adds Fortress MD to board
Opus Bank has named David King to its board. King is managing director of Fortress Investment Group‘s credit funds business.
10/28/2016
BMO Financial Group announces executive appointments
He will continue to maintain close working relationships, at the most senior levels, with the largest clients of the bank.
10/27/2016
Citi Private Banker Leaps to Fieldpoint Private
His practice is based in Fieldpoint Private's Greenwich, Connecticut office.
10/27/2016
Baker Tilly’s David Duffus Appointed to AICPA Forensic and Litigation Services Committee
The Pennsylvania team leader of Baker Tilly’s forensic, litigation and valuation services team.
10/27/2016
Dana Syracuse, Ex-BitLicense Regulator, Joins Law Firm Perkins Coie
The former New York Department of Financial Services Associate General Counsel joins the blockchain and fintech practice.
10/27/2016
Private Client Resources Lands Fintech Veteran As Chief Technology Officer
Our data services have been unbundled and are available separately so that the pristine data we produce can be brought into any system.
10/27/2016
AllianceBernstein head of defined contribution/multiasset to leave at end of year
Has worked for AllianceBernstein at two different times.
10/26/2016
Veteran Goldman Sachs Family Office Advisors Join LeoGroup
The additions underscore LeoGroup's continued effort to service ultra-affluent clients within the firm's Multi-Family Office platform
10/26/2016
Global Access to Extend Its Presence in the Financial Services Sector, Hires Andrew Shuster
He spent 14 years in Barclays New York office as a senior member of the firm’s New York investment banking group.
10/26/2016
Northern Trust Hires Head of Global Fund Services for Asia
Role Supports Northern Trust’s Growing Global Fund Servicing Business in Asia
10/26/2016
Aegon Asset Management US announces new Head of Distribution
He led the firm's successful product and sales expansion globally.
10/26/2016
KBI Global Investors Snares Bill Lynch For US Business Development Role
The Company has secured a number of prestigious North American mandates over the last two or three years from public funds, endowments and foundations – and a number of large sub- advisory relationships with the likes of Mercer and SEI.
10/26/2016
Milley Named Senior Vice President/Treasurer & Chief Investment Officer of Kearny Bank
The Bank has assets of $ 4.5 billion and operates 42 full-service banking offices in Northern and Central New Jersey and Brooklyn and Staten Island, New York.
10/26/2016
Broadridge Financial Solutions Announces Leadership Changes to its Mutual Fund and ETF Trade Processing Division
Cindy Dash Promoted to General Manager; John Moody to Chief Solutions Officer for Broadridge Matrix Financial Solutions
10/26/2016
TwentyFour AM plans to transfer manager duo to US in January
Increasing allocations to US high yield
10/25/2016
Northern Trust Canada Appoints New Board Director
He spent a total of nine years with State Street in Canada, most recently as managing director in the alternative investments servicing division.
10/25/2016
Diversified Trust Principal Joins the Firm's Private Equity Team
His role has shifted, he remains dedicated to our clients and the growth of our company.
10/25/2016
Family Office Exchange Appoints Market Leader for ANZ
FOX to offer a one day workshop on Building an Enduring Family Enterprise