People Moves

01/27/2015

Wells Fargo names new market president

He who serves as Wells Fargo’s business banking manager for Wilmington, will coordinate activity between lines of business and focus on growing the bank’s market share.

01/27/2015

Snowden Lane Lands Merrill Lynch Brokers

In the last four months, the firm has added advisers to existing offices in Baltimore and New York. The Pittsburgh office is Snowden's fifth nationwide.

01/27/2015

$200M UBS Team Joins RBC

A UBS advisor team managing about $200 million in client assets left the wirehouse to join RBC Wealth Management.

01/25/2015

Sentinel Trust Announces Promotions and New Hire

Sentinel Trust Company, a multi-client family office serving affluent families and their closely held companies and foundations, is pleased to announce two executive promotions and a new hire.

01/22/2015

Edelman Hires CFO as COO

Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.

01/22/2015

Washington REIT Announces Appointment new Chief Financial Officer

Washington REIT a leading owner of commercial and multifamily properties in the Washington, DC area, today announced the appointment of Stephen E. Riffee as Executive Vice President and Chief Financial Officer-elect, effective on February 17, 2015.

01/22/2015

Dynasty Financial Partners expands team with senior hires

He is an industry veteran, proven leader, advisor advocate and is adept in growing businesses. He will have a significant impact in assisting our Network Partner firms accelerate growth and increase profitability,” said Mr. Bello.