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People Moves

07/26/2024

Fifth Third appoints executive for its Kansas City division

In order to begin its expansion into Kansas City, Fifth Third is employing a local female executive.

07/26/2024

Two Highly Respected Wealth Management Veterans Join Elevation Point to Enhance Offering for Independence-Seeking Advisors

Firm Welcomes UBS Veterans to Leadership Ranks; Both Professionals First Met Founding Partner & CEO Jim Dickson During Tenures at Merrill Lynch

07/26/2024

Goldman Sachs' top female strat is leaving. This might be why

Chryssikou's exit may also be related to Goldman's "rule of 60."

07/25/2024

H.I.G. Capital Adds Whitney Ehrlich as New Head of Private Wealth Management

She will be responsible for capital raising activities and investor relations within intermediary and private wealth channels in the U.S., through the firm's strategies

07/25/2024

Fiduciary Trust International Expands New York Office with Addition of Two Seasoned Portfolio Managers

Debjani and Peter bring decades of industry experience and a deep commitment to client success, aligning perfectly with our mission of delivering our best thinking through personalized wealth management advice and holistic portfolio construction.

07/25/2024

Raymond James welcomes new VP of wealth management to Dublin office

Advisor previously managed more than $100 million at Edward Jones.

07/25/2024

J.P. Morgan Asset Management Welcomes Josh Myerberg as Head of Real Estate Americas Portfolio Strategy

Myerberg Brings Expertise from Morgan Stanley to Accelerate J.P. Morgan's Real Estate Growth

07/25/2024

Temenos strengthens commitment to SaaS and the US with key executive appointments

Isabelle Guis has joined as Chief Marketing Officer and member of the Executive Committee and Monty Bhatia as EVP of Global Alliances and Partner Ecosystem

07/24/2024

Northern Trust Asset Management Names Head of Product Strategy

Jin will lead NTAM’s global product strategy organization with a focus on driving innovation, achieving scalable growth, and designing client-centric solutions.

07/24/2024

SiriusPoint taps AXIS Capital for ceded reinsurance head

Gonzalez will join SiriusPoint on August 19.

07/24/2024

Avantax Wealth Management Welcomes Noble Oak Financial

Avantax’s focus on tax-intelligent financial planning also aligned with the advisors’ approach to serving clients.

07/24/2024

Adams Street appoints new global head of Wealth Management

The growing demand for alternative investments among high-net-worth individuals has been a key driver of acquisitions, partnerships and platform launches this year.

07/24/2024

JPMorgan's new product MD just had an 'adult gap year' and is working remotely

Lawler was VP of product management for Target's digital team, creating and optimizing omnichannel shopping services.

07/23/2024

Alpha Capital Family Office Recruits $3B UHNW Wealth Management Team

Former Citi Private Bank Wealth Management Team Embraces Independence of Denver-Based Outsourced Family Office

07/23/2024

Goldman Sachs Asset Management Appoints Bryon Lake as Chief Transformation Officer for the Client Solutions Group

Bryon joins as a partner based in New York.

07/23/2024

Outsourced family office hires $3B UHNW Citi duo

Hires continue firm's rapid growth following appointment of industry veteran.

07/23/2024

Mosaic targets US growth as it taps Liberty executive

Toby is a longtime colleague with an exceptional track record

07/23/2024

Michael Calgaro Joins UBS New York International

In terms of his academic background, Calgaro holds a Master of Science in Real Estate Development from New York University.

07/23/2024

Apex Group Americas continues to expand its business development team with key executive hire

Under Morse’s leadership, Apex Group will enhance its market presence by leveraging its leading product set, innovative technology solutions and extensive global business network.

07/23/2024

Banking Transformation Expert David Schiff Joins FTI Consulting

Mr. Schiff will have a special focus on working with regional and super-regional bank leadership

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