08/21/2024
Grant Thornton announces new leader for Phoenix
Estrada has served Grant Thornton in a series of successive roles since 2008.
People Moves
08/21/2024
Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions
Andy Watts to lead Cetera's Tax Channel and the Avantax Community
08/20/2024
GoldenTree Asset Management Expands Private Credit Team
He joins GoldenTree from PNC Financial Services, where he served as a Managing Director with responsibilities that included leading their global origination efforts in the technology industry.
08/20/2024
Goldman hires investment banker Beitzel from Citi to drive FIG dealmaking
Beitzel will start at Goldman in November after a period of gardening leave, according to people familiar with the matter
08/20/2024
Wealth Access Names Andy Zinn as Chief Innovation Officer
Zinn comes to Wealth Access from AllianceBernstein where he was VP of Global Market Data.
08/20/2024
Blue Owl Capital Hires PIMCO's John Valtwies to Lead Australian Private Wealth Business
John brings over a decade of experience managing Australian private client relationships across family offices, private banks and ultra-high-net-worth advisory groups
08/19/2024
Goldman Sachs AM poaches ETF portfolio manager from JP Morgan AM
Rubio marks GSAM’s second ETF hire from JPMAM in recent months
08/19/2024
Reltio Appoints Chief Financial Officer
Former Payscale CFO tapped to further propel Reltio's growth strategy
08/16/2024
J.P. Morgan Asset Management Appoints Travis Spence as Global Head of ETFs
Spence to continue global momentum for active ETF business
08/15/2024
Chris Ward Joins TD Bank as Regional President of the Mid-South Metro
Ward has more than 30 years' experience in retail banking, commercial lending, consumer and home equity lending, regional banking and credit.
08/14/2024
Davis Polk Continues Asset Management Investment with Addition of Partners Andrew Ahern, Alisa Waxman and Luke Eldridge in New York
Andrew Ahern, Alisa Waxman and Luke Eldridge will join Davis Polk as partners in the Investment Management practice in New York.
08/13/2024
Chubb Appoints George Ohsiek Chief Accounting Officer; Annmarie Hagan Named CFO of Operations & Technology and Transformation; Mong-Diep "Dee" Le to serve as Chief Auditor
The strength of Chubb's finance organization is evident in the three seasoned executives who are stepping into new roles
08/13/2024
State Street names Joerg Ambrosius head of Investment Services
He has been instrumental in driving our Investment Services growth agenda and delivering deep client satisfaction and strong results.
08/13/2024
Scotiabank taps Judith Gu to lead equities within global banking and markets
Gu has also held roles at Citadel (senior vice president), and at Morgan Stanley (associate).
08/12/2024
Marcel TenBerge tapped to lead RBC Wealth Management’s Southern California Complex
He most recently served as the Pasadena Central Valley Market Executive for Merrill Lynch.
08/12/2024
BofA Private Bank Hires Citi’s Palacio in South Florida Push
In this new role, he will focus on growing the firm’s ultra-high-net-worth and family office business development.
08/12/2024
Northern Trust appoints global head of stewardship
He previously worked in global custody operations for Northern Trust and JP Morgan Chase.
08/12/2024
State Street Names Head of Investment Services
Joerg Ambrosius Appointed President of Investment Services
08/12/2024
Stephen Stewart joins Barclays as Head of M&A Execution for Canada
Mr. Stewart has over 15 years of investment banking experience
08/09/2024
James Dyson’s Family Office Names New CIO for $18 Billion Empire
Jane Simpson is promoted from deputy role at Dyson’s Weybourne