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People Moves

01/12/2016

WealthHub Solutions appoints Director of Sales

He started his career as an attorney in a boutique Chicago law firm specializing in Trusts and Estates.

01/12/2016

Neuberger Berman Acquires Options Investment Team

With the addition of this team, Neuberger Berman strengthens its lineup of systematic, outcome oriented investment capabilities.

01/12/2016

Co-Chief of Asset Management Unit to Leave SEC

She began her SEC career in 2005 as a staff attorney in the Enforcement Division in Washington D.C.

01/12/2016

William Blair Expands Private Wealth Management in Atlanta

The Atlanta team joins William Blair from Credit Suisse, where the team collectively managed more than $1.6 billion in client assets.

01/12/2016

Hedge fund Conatus Capital revamps management

Burke's management and fundraising duties have largely been taken on by Julie Trent, who has been named chief operating officer.

01/11/2016

Frost Bank makes key leadership change in wealth advisor division

Kardys joined Frost in 1976 and has worked in the bank’s trust, investments and brokerage area for his entire 39-year career at Frost.

01/11/2016

Jason Hsu to Lead Research Affiliates' Asian Effort

Dr. Hsu will continue to operate in a non-executive capacity at Research Affiliates as Vice Chairman and remain a partner and owner of Research Affiliates.

01/11/2016

Northern Trust Vice Chairman of Wealth Management in the East Region

He will be based in Northern Trust’s New York City office and will lead the Northeast business, with John Hoffman, president of Greater New York, and Bill Buccella, president of New England, reporting to him.

01/08/2016

Kelly Johnston Promoted To President Of First Republic Trust Company

Harrington will continue to play a leadership role in the trust company, while serving clients and providing guidance and support on regulatory and business administration.

01/08/2016

JLT Hires Kotlewski for Private Equity Risk-Management Team

He will be based in New York and report to Colin Daly, head of the financial-lines group, a spokeswoman for the company said.

01/08/2016

Cushman & Wakefield Welcomes New Executive Vice Chairman

Mark Weiss has left NGKF behind to join Cushman & Wakefield’s New York office as executive vice chairman.

01/07/2016

The head of Morgan Stanley's most prized business is leaving the firm

Fleming is leaving the firm "to pursue other opportunities

01/07/2016

Morgan Stanley execs keep swapping jobs — and it says something important about the future of the firm

Morgan Stanley also announced that Andy Saperstein would switch from his role as co-COO of institutional securities to become cohead of wealth management.

01/07/2016

Exclusive: Passport executive Garry to depart $4.4 billion hedge fund firm

He helped Burbank establish increased risk controls and quantitative analysis for San Francisco-based Passport.

01/07/2016

Brazilian banker Kayath leaves Credit Suisse, sources say

None of the sources gave the reason for the departure of Kayath, 52, who last year was made a managing director for Credit Suisse in Brazil.

01/06/2016

Boston Private hires Prasanna Gopalakrishnan as CIO

Gopalakrishnan, who will be based in Boston, was previously the CIO of Campus Services at Harvard University.

01/06/2016

Leading private bank and wealth management company boosts board

She served as President from 2007 to 2015

01/06/2016

Mizuho Announces Senior Technology Banking Appointment

Prior to Mizuho, he spent the majority of his career with Citigroup, most recently serving as a Managing Director in Technology Banking.

01/06/2016

Opus Bank Announces Further Expansion of Its Merchant Bank

He Joins as Managing Director, Technology Investment Banking

01/06/2016

Woodbridge International Welcomes New Partner as Head of Investment Banking

The firm’s expansion over the past two years and growing number of assignments have created the need to add another professional to the firm’s senior management team.

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