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People Moves

05/08/2024

Oppenheimer Expands Its Investment Banking Capabilities with the Hires of Dmitry Gladkov and Konstantin Derkatschew

Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets.

05/07/2024

LatAm multi-family office Criteria’s wealth management director exits

Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.

05/07/2024

Santander Hires Private Bankers to Target Wealthy Clients in Miami, Mexico

Most hires have been at Santander’s Miami and Mexico units.

05/07/2024

Grant Thornton Announces Arla Lach as New Leader for Chicago Headquarters

David Platt, Grant Thornton’s central region MP, anticipates collaborating closely with Lach as the firm builds upon years of unprecedented growth.

05/07/2024

Goldman Sachs names former Dallas Fed chief Kaplan as vice chairman

The bank is replenishing its bench of heavy-hitters after recent high-profile departures including Stephanie Cohen

05/07/2024

Richardson Wealth welcomes top female team to Halifax

Makes further progress towards goal of adding female advisors

05/03/2024

JPMorgan Private Bank Names New South Region Head

He will work with Clinton Warren, who was named head of investment and advice for the South region last May

05/03/2024

JPMAM ETF exec Bryon Lake to join Goldman Sachs Asset Management as a partner, source says

Bryon Lake will join GSAM this summer as a partner in a broad role

05/03/2024

Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State List

Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS

05/03/2024

State Street Names Elizabeth Lynn to Global Head of Investor Relations

Bringing more than 20 years of investor relations and financial services experience to her new role

05/02/2024

Eton Advisors Welcomes Industry Veteran Brian Hughes as New President

With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.

05/02/2024

FNTC announces the appointment of Fiona Downing as CEO

He will take on the role of Executive Chairman with immediate effect and as at January 1 2025

05/01/2024

Ascot promotes recent hire to head US excess casualty

Previously, Osborne managed the national excess casualty portfolio at Swiss Re corporate solutions.

05/01/2024

Kayne Anderson Rudnick deepens San Francisco advisory bench

Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.

04/30/2024

Piper Sandler Strengthens Technology Investment Banking with the Additions of Rob Freiman and Kegan Greene

Freiman and Greene will both focus on the financial technology sector.

04/30/2024

Bank of Nova Scotia Hires Morgan Stanley Executive to Lead Global Banking

Scotiabank said Machen would be based in New York and Toronto

04/30/2024

Merrill Lynch FA Bolts for RayJay

I joined Raymond James to provide advice and guidance to my client

04/30/2024

Multiple Advisors Depart from JPMorgan

First Republic was a leading provider of private banking and wealth management solutions for high-net-worth clients

04/30/2024

JPMorgan's new managing directors include someone who joined from Walmart in 2021

JPMorgan's new technology MDs include Arvind Reddy, the New York-based head of platform

04/29/2024

Piper Sandler Strengthens Technology Investment Banking with the Additions of Rob Freiman and Kegan Greene

They bring a wealth of knowledge and relationships and will play a pivotal role in our continued efforts to provide world-class advisory services to our clients

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