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People Moves

09/17/2015

Makena Capital Management taps Clayton as vice chair and former ambassador Burns for board

Makena’s steady approach to strategic and tactical asset allocation is enhanced by global manager selection expertise in the core investment asset classes.

09/16/2015

Deutsche Grabs 2 Recruits For Private Bank

Deutsche Asset & Wealth Management picked up two J.P. Morgan recruits for its private bank.

09/16/2015

Diversified Trust Expands Board of Directors with Distinguished Financial Services Evecutives. Elects New Board Chair

James R. Lientz, Jr. of Atlanta and Sue W. Cole of Greensboro to Add Strategic Leadership Experience to Board of Comprehensive Wealth Management Firm, Lientz Elected Board Chair

09/16/2015

BNY Mellon Adds Kirsten Sandberg as Senior Wealth Manager

Ms. Sandberg joins BNY Mellon from Bank of America

09/16/2015

New York Life Investment Management International appoints new Chairman

He Continues in his Longtime Role as Chief Executive Officer of Candriam Investors Group. John Grady Appointed a Vice Chairman of NYLIM International.

09/16/2015

First Republic boosts team

Former UBS Portfolio Managers Become Part of Growing Team In Newport Beach Office

09/15/2015

Citizens Bank grabs two local bankers from SunTrust and Wells Fargo

Moore most recently served as a senior origination banker with Wells Fargo Securities

09/15/2015

Post & Schell appoints Co-Chair of Newly Established Tax Controversy Practice

In 2007, he was named among the top 100 lawyers in both Philadelphia and Pennsylvania.

09/15/2015

Leading global alternative investment manager appoints new partner

He received his BS in Computer Science from the United States Air Force Academy

09/15/2015

BlackRock Names Salim Ramji to Head U.S. Wealth Advisory

BlackRock’s wealth advisory business distributes the firm’s mutual funds, iShares exchange-traded funds, separate accounts and other products through financial advisers and direct platforms.

09/15/2015

Bank of the James Financial Group, Inc. Appoints Lydia K. Langley to Its Board of Directors

Ms. Langley will serve on the audit committee for the Company and the compensation, audit and loan committees for the Bank.

09/15/2015

Dyal Capital Partners Appoints Alternatives Veteran John Dyment Head Of Business Services Platform

In this position, Dyment will lead the team of professionals dedicated to helping Dyal Capital's strategic partners achieve their unique business objectives.

09/14/2015

Robert Cohen and Joseph Sansone Named Market Abuse Unit Co-Chiefs

He also supervised the first cases charging violations of the Market Access Rule.

09/14/2015

SocGen announces new CEO of Americas business

Societe Generale Group has announced the appointment of Slawomir Krupa as Chief Executive Officer for Societe Generale Americas, effective January 1st 2016.

09/14/2015

Rockefeller & Co. Appoints John Pettenati As A Managing Director

Mr. Pettenati will be heading a new business development effort at Rockefeller & Co., with a specific mandate to expand the firm's interface with the New York metropolitan area and beyond.

09/14/2015

Fiera Capital expands leadership team with new additions

Canadian investment firm Fiera Capital Corp has appointed John Valentini as executive vice president and chief financial officer.

09/13/2015

Two advisers depart elite Private Banking and Investment Group

A spokeswoman did not respond to a request for comment.

09/13/2015

Greg Levenson returns from fighter pilot duties to head family-owned bank

On the site of the old Huning Castle apartments on Central Avenue, the bank is just steps away from lawns where children play

09/13/2015

Heckert named president of Million Dollar Round Table

Heckert will lead the association of more than 42,000 international members for a one-year term, effective Sept. 1.

09/11/2015

Berkshire Bank hires five for wealth management team

All the appointments are effective immediately.

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