11/29/2023
PPM America Hires Lord Abbett Director To Global Distribution Team
Greg is an excellent addition not only to the Global Distribution team but also PPM as a whole
People Moves
11/28/2023
Churchill Asset Management brings on senior investment strategist
It is a new position
11/28/2023
Piper Sandler Strengthens Healthcare Investment Banking Team with the Addition of Brandon Rice
Prior to joining the firm, Rice spent 17 years at Bank of America Securities
11/28/2023
State Street Global Advisors Appoints Anna Paglia as Executive Vice President and Chief Business Officer
Paglia brings extensive ETF industry leadership and experience to new leadership role
11/28/2023
Scotia Global Asset Management makes sub-advisor change
There will be no change to the investment objectives of the Fund resulting from this change.
11/28/2023
GoldenTree Asset Management Hires Mathew as Head of Corporate Strategy
He joins GoldenTree from Sixth Street
11/27/2023
GoldenTree Asset Management Hires Head of Corporate Strategy
GoldenTree has increasingly executed on strategic transactions
11/27/2023
Soros says goodbye to hedge fund career
He also appeared at the top of an annual ranking of the most generous American philanthropists in February; unsurprising given that he is estimated to have given away more than $4.8 billion.
11/27/2023
Savvy Advisors Continues Strong Recruiting Growth, Welcomes Industry Veteran John Khoury as Principal Wealth Manager
Boston-based advisor comes to Savvy from Schwab, where he oversaw more than $1 billion in brokerage assets for over 350 individuals, institutions, and families
11/23/2023
Bank of America appoints global head of capital introduction
The bank had intended to streamline operations and cut costs through natural attrition but found that recent improvements to its corporate culture have led to higher employee retention than anticipated.
11/23/2023
Allstate adds former MetLife exec to board of directors
CEO hails new board member for her "broad insurance experience"
11/23/2023
Financial Gravity Welcomes New Family Office Director Jemel Smith
His approach is not just about providing tax services; it's about nurturing businesses to thrive in a competitive landscape.
11/23/2023
Rabobank North America Launches Energy Transition Team to Fuel Growth
Among the new banking hires, Joshua Dale, managing director and head of energy transition coverage for North America
11/23/2023
First American Bank Welcomes New Tampa Team Member to Head Business Development
In his new role, Mr. Sasso will oversee business development in the bank’s West and Central Florida markets.
11/23/2023
Bank of America London director returns as New York MD
Bank of America is an interesting place to be at the moment.
11/22/2023
Trilogy Investment hires SVP of asset management
Additionally, Davis holds a Certified Apartment Manager designation.
11/21/2023
HSBC hired itself a new chief information office from Citi
Riley spent 13 years at Citi, most of them working in technology in Institutional Clients Group (the investment bank).
11/21/2023
Morgan Stanley Promotes Jed Finn to Head of Wealth Management
Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.
11/21/2023
Everest appoints Patrick Hagerty
“With his deep technical property experience and strong leadership skills, I am confident that Patrick will continue to elevate our offering and drive the portfolio’s strong performance for the long-term.”
11/20/2023
$700 Million Advisor Team Joins UBS in Hartford, Connecticut
The Keating Group joins the UBS Greater New England Market and will be located in the Hartford office at One State Street, which is managed by William Cholawa and Andrew Babiak.