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People Moves

11/18/2016

Palladium Equity Partners Names New Managing Directors and Principals

In addition, Joe Chang was promoted to Senior Associate; Matthew Graziano, Anirudh Sathya and Sam Zakay were promoted to Associates.

11/17/2016

C&F Wealth Management Corporation Announces Addition of New Wealth Management Group

We are very pleased to welcome Bill and his team to C&F Wealth Management.

11/17/2016

Mirae Asset Global Investments names new U.S. CEO

He will also ta ke on the role of chief investment officer.

11/17/2016

Global real assets CEO retiring from J.P. Morgan Asset Management

JPMAM's global business management and product development.

11/17/2016

Odeon Capital Group LLC Announces Key New Hire and Expansion of Equity Platform

He then moved to Pali Capital before starting his own financial services company.

11/17/2016

CHMWarnick appoints Maxine Taylor Senior Vice President of Asset Management

In her new role, Taylor will oversee asset management operations from the company’s new San Francisco office

11/17/2016

Invesco co-head of high yield bonds exits

His co-head of high yield fixed income, Scott Roberts, has assumed sole leadership of this area.

11/16/2016

Northern Trust Names Michael G. O’Grady President

He has deep industry experience, a keen understanding of Northern Trust.

11/16/2016

Artivest Hires Two For Strategic Roles as Momentum Continues

Artivest has strengthened its management team with the appointments of new director of business implementation and new senior manager of client services

11/16/2016

Wealth Management Firm The Dowling Group Hires William Ludington To Head Business Development

His drive and enthusiasm for business development will be integral to our strategic plan.

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.

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