07/16/2024
Wells Fargo Nabs Three Teams With $5.2-Mln Combined From UBS, Merrill
In the most recent of the moves, the husband-wife team of Jansen and Julie Bailey joined Wells on June 24 from UBS in Atlanta.
People Moves
07/16/2024
AIG names Executive Vice President, Chief Administrative Officer
She will also become a member of AIG’s Executive Leadership Team.
07/15/2024
Appoints Andreas Argyrides as Executive Director and Senior Analyst Covering the Biotechnology Sector
Expanding the Depth and Breadth of Oppenheimer’s Biotech Equity Research
07/15/2024
Leading Private Equity Partner Joins Latham & Watkins in Boston
Matthew Cohn advises private equity funds, growth funds, and public and private companies in domestic and cross-border transactions.
07/15/2024
Withers welcomes Laurence Ho back as partner in Hong Kong
Laurence is qualified in New York and Massachusetts and works with individuals and families with a connection to the US on international tax, trust and estate planning matters.
07/15/2024
Appoints Managing Director and Senior Analyst Covering the Fintech Sector
Kumar Brings Extensive Financial Services Experience to Lead a Four-Person Team that Reflects Oppenheimer Research’s Commitment to FinTech and Payments
07/15/2024
State Street appoints new CEO of Brazil
Prior to joining State Street, Tomas worked for Standard Chartered in Brazil
07/12/2024
Regions Bank Names Connie Rogers as Regional Wealth Executive for Texas
Rogers brings 25-plus years of industry experience to regional executive role.
07/12/2024
Rothschild & Co hires Brandon Aebersold and Parry Sorensen as Managing Directors in North America
Senior hires bolster the firm’s Restructuring team in the United States.
07/12/2024
RBC unveils executive leadership shuffle
The bank’s decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows
07/12/2024
$46bn Integrity Wealth hires Alvarez & Marsal exec as president
Craig Walling has left the global management consultancy to lead Integrity Marketing’s newly rebranded wealth business.
07/11/2024
Alexandra Barth joins the Corporate & Investment Bank as Co-head of Leveraged Finance
Alex received a Bachelor of Arts from Dartmouth College.
07/11/2024
Chubb Appoints David Lupica Vice President, Chubb Group and President of Westchester, Company's Wholesale E&S Business in North America
Lupica succeeds Scott Meyer
07/11/2024
Ana Robic and Ben Rockwell Appointed Senior Vice President, Chubb Group
Ana Robic has more than two decades of insurance experience
07/11/2024
Snowden Lane Partners Bolsters Coral Gables Office, Adds Managing Director
Industry Veteran, Felipe Torres, Joins Snowden Lane’s Ureña Wealth Management Group
07/11/2024
Integrity Names Industry Veteran as President of Integrity Wealth
Craig is an incredibly capable and seasoned leader
07/10/2024
Blackstone taps Citi veteran Tyler Dickson for a key role in credit business
Private equity firms have been lately moving towards the fast-growing business of credit.
07/10/2024
RFG Promotes Shannon Spotswood to CEO
RFG Chief Investment Officer Rick Wedell will take over as RFG’s president while retaining his CIO duties.
07/10/2024
Three-person advisor team joins UBS Private Wealth Management in Tampa, FL
These talented financial advisors employ a comprehensive planning approach to meeting the financial needs of clients and are great additions as we continue to grow our capabilities and footprint in the region.
07/10/2024
Chubb Reorganizes Latin American Region into Three Sub-Regions; Appoints Leaders for Each Territory
Region now comprises Northern Latin America, Southern Latin America and Brazil