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People Moves

08/29/2025

UBS Adds María Ángeles Bonany Muñoz in NYC as Executive Director & Family Office Specialist for International Clients

Academically, she holds a law degree from the Universitat de Barcelona, is a Juris Doctor from the University of Puerto Rico, and has a master’s degree from Universidad Europea, as well as a Fintech Boot Camp from Columbia Engineering

08/29/2025

Focus Financial Partners Names Travis Danysh as Chief Strategy Officer

He will also continue to lead Focus’ Corporate Development function, which includes the firm’s M&A and portfolio consolidation efforts.

08/28/2025

$305 Million Commonwealth Team Jumps to Raymond James in Ohio

The team reports to 20-year Raymond James veteran David Sisemore, Midwest divisional director for RJFS, according to the announcement.

08/27/2025

Diagonal Investment Office Adds Eduardo Rehder as Wealth Management Senior VP

“The talent and vision make the difference,” begins the post on the professional social network. “We are pleased to welcome Eduardo Rehder as a new member of our team,” it continues

08/27/2025

Now Citi hired JPMorgan's former global co-head of sponsors, private side sales

It's thought that he's joining Citi as co-head of debt financing alongside Uday Malhotra.

08/26/2025

PlainsCapital Bank Welcomes Kameron Richards as Senior Vice President, Wealth Management Market Manager for Lubbock Region

He will be based at the Bank’s 50th and University location in Lubbock.

08/26/2025

NewEdge Wealth recruits $613m Chicago-based Wells Fargo team

A four-person team led by David Chase becomes NewEdge Wealth's first outpost in Chicago.

08/22/2025

Arrow Bank Announces New Leadership Roles Within Corporate Lending

As part of this strategic evolution, Ryan Case will now serve as Director of Corporate Banking

08/22/2025

BofA names Faiz Ahmad, Mike Joo as co-heads of investment banking, memo says

Bank of America's global investment banking revenue was ranked third-highest in 2025, according to Dealogic data in mid-August.

08/22/2025

SEC Names Appeals Court Judge, Marine Vet New Enforcement Director

Judge Margaret Ryan will succeed Acting Director Sam Waldon

08/22/2025

JPMorgan hires two investment bankers to bolster services to energy companies

Brad Epstein is being hired within JPMorgan's natural resources investment banking coverage team, with a focus on serving companies in the midstream and downstream sectors.

08/21/2025

Merrill Lynch Wealth Management Appoints Fabio Concesi as Market Executive for Palo Alto

Until this past July, Concesi served at the investment bank as associate market executive in the Wealth Management Miami & Islands division

08/21/2025

Nu appoints Armando Herrera as the new CEO of its Mexican operations

Nubank, one of the largest digital financial services platforms in the world, announced that as of September 2, Armando Herrera will serve as the new CEO of Nu Mexico.

08/21/2025

Naureen Hassan Comes Out of Retirement as DriveWealth CEO

The former UBS Americas president replaces Michael Blaugrund, who will take on a newly created role at the NYSE’s owner, Intercontinental Exchange, his former employer.

08/21/2025

Bank of America promotes Ahmad and Joo to co-heads of investment banking

The US bank has changed the leadership at the top of its dealmaking unit

08/20/2025

Brown Brothers Harriman expands Philadelphia office with the addition of new Managing Director

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office.

08/20/2025

Simon Quick Advisors Names Benjamin Renzo, Esq. as Head of Family Office

Ben previously served as Founder and Managing Partner of Premier Family Office, with offices in Los Angeles and Des Moines, where over the past 25 years he provided sophisticated family office services for selected clients.

08/20/2025

Axis names Enstar finance chief Matthew Kirk as incoming CFO amid leadership transition

Kirk, currently CFO of Enstar Group, brings 30 years of experience across insurance, finance, and accounting, with deep expertise in property & casualty.

08/20/2025

RSM Strengthens Middle Market Leadership Position with Key Appointments

These appointments bolster our firm’s strengths and capabilities, paving the way for ongoing growth that deepens relationships with existing middle market clients

08/20/2025

Brown Brothers Harriman Expands Philadelphia Office with the Addition of New Managing Director

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office

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