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People Moves

07/19/2024

Whitney Ehrlich Joins H.I.G. Capital as Head of U.S. Private Wealth Management

At H.I.G., Ms. Ehrlich will be responsible for capital raising and investor relations activities within the U.S. intermediary and private wealth channels across the firm’s strategies.

07/19/2024

ServisFirst Bank Huntsville welcomes newest Senior Vice President and Private Banking Officer

Lisa Bryan steps into her role at ServisFirst Bank Huntsville with over 30 years of experience in the financial industry.

07/19/2024

Standard Chartered appoints Monica Malone as Head of Banks & Broker Dealers, Americas

Appointment is latest hire as Corporate and Investment Bank (CIB) grows financial institutional business

07/19/2024

Omnia Family Wealth Announces Lawrence Muscant as Executive Vice President

“His exceptional track record and deep commitment to client success align perfectly with our firm’s culture. We are confident that Lawrence’s expertise will greatly benefit our clients and team.”

07/19/2024

Facebook director that left for Grab in Singapore returns home

Baser previously spent 10 years at (what was then called) Facebook

07/18/2024

Todd LaBandt joins Hamilton

He will report to Pepe Marquez, president, Hamilton Americas.

07/18/2024

Former KeyBank digital chief joins Alliant Credit Union as CIO and business strategy lead

Before joining the banking industry in 2006, Warder served as an armor and cavalry officer in the US Army.

07/18/2024

Fintechs Canada makes board appointments

All board appointments are effective immediately.

07/18/2024

SkySparc hires Jeff Struzenski as managing director for the Americas

Jeff will be responsible for expanding SkySparc's practice into the Americas.

07/18/2024

CFP Board Names Rise Growth Partners Executive as Chair-Elect

She’ll succeed current CFP Board Chair Matthew Boersen and Chair-Elect Liz Miller.

07/17/2024

JPMorgan Executive Leaves to Join Wealth Tech Platform as CIO

Misra, who will be based in New York, will oversee the fund’s investments and will also manage the development of its proprietary valuation technology

07/16/2024

Prospera Adds $115M California Advisor From Wells Fargo

Up the Graph Financial Group, led by Garrick Updegraph, joins from Wells Fargo Advisors Financial Network.

07/16/2024

The Institutes adds President & CEOs of W. R. Berkley & Hanover to Board of Trustees

Berkley joined the firm in 1997

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.

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

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