07/31/2024
Tech leadership change at Wells Fargo sees Kerrins take up new Gen AI role
Kerrins will serve as the head of consumer technology and will lead a new Generative AI team
People Moves
07/31/2024
Welltower Announces Addition of Andrew Gundlach to Board of Directors
Mr. Gundlach has been a key figure at First Eagle Investment Management, where he has served on the board since 2004.
07/31/2024
John Hancock Announces Portfolio Manager Change for Hedged Equity & Income Fund
Mr. Isch has been involved in the management of HEQ since 2012 and was named a portfolio manager in February 2019.
07/30/2024
Financial Advisor Dan Chorney joins UBS in New York City
Dan brings more than two decades of experience advising successful individuals and families on their wealth management needs.
07/30/2024
JPMorgan's top investment banking AI guy is leaving for a long summer vacation
The digital banking group is all about using AI and data science to help serve clients.
07/30/2024
Hamilton Lane Forms Specialized Insurance Solutions Team
Appointments underscore the firm's commitment to meet the growing interest of insurers in bolstering portfolios through broadened exposure to private markets
07/30/2024
JPMorgan taps UBS alum to lead private banking in Tennessee
The appointment marks a full circle moment for the banking giant’s new hire as he raises the firm’s profile in Nashville.
07/30/2024
JPMorgan Promotes Chuka Umunna to Co-lead Global ESG Investment Banking
Umunna joined J.P.Morgan in 2021
07/29/2024
Bank appoints new head of Wealth Management Division
In his role, Kapusta will be responsible for managing the strategic direction and operations of the wealth management division
07/26/2024
Elevation Point Adds Two UBS Execs as Founding Partners
Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.
07/26/2024
Savvy Adds Six New Advisors, Pushing AUM Over $700M
Brad Morgan joins from Mariner Wealth Advisors, which is suing him and the tech-focused RIA for poaching books of business.
07/26/2024
SEI Attracts New Executive Vice President
Financial Services Leader’s Diverse Experience to Bolster Strategic Growth
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