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People Moves

10/31/2023

Clifford Capital Holdings hires group chief financial officer

Herman Wijaya has been named by Clifford Capital Holdings as the new group chief financial officer, effective early in December.

10/31/2023

State Street Announces Organizational Changes

Tahiri has more than 25 years of experience in the asset management and investment services business.

10/30/2023

Former UBS leader becomes new CEO at Advisor Credit Exchange

Co-founder Peter Stanton remains with the firm as strategic advisor.

10/30/2023

Goldman Sachs hires BlackRock executive for unit serving third-party wealth product providers

Goldman Sachs clients for these products include large banks' wealth management divisions, independent broker-dealers and registered independent advisors.

10/29/2023

Ill-fated Credit Suisse managing director arrives at Rothschild

He extricated himself from the Credit Suisse husk in August 2023 and has just joined Rothschild's London financial institutions group (FIG) team as a managing director instead.

10/27/2023

Citi names Nancy Bertrand private bank head for Canada- memo

She most recently served as a private banker leading a team in Toronto and Montréal, advising ultra-high net worth families, foundations and single-family offices.

10/27/2023

Financial Gravity Welcomes New Family Office Director Sabina Pan

She is a Certified Public Accountant, a Certified Financial Fiduciary, and a Certified Financial Planner candidate.

10/26/2023

Barclays appoints Ian Woods as Vice Chairman, Industrials Investment Banking

Mr. Woods brings to Barclays over 20 years of investment banking experience, and will play a leading role in strategic dialogue and M&A advisory for key Building Products and Distribution clients

10/26/2023

Morgan Stanley Announces Ted Pick to Become Chief Executive Officer on January 1, 2024; James Gorman to Become Executive Chairman

Andy Saperstein to be Co-President and Head of Wealth and Investment Management; Dan Simkowitz to be Co-President and Head of Institutional Securities

10/26/2023

SEI Appoints Stephanie Miller to Board of Directors

Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy

10/26/2023

J.P. Morgan Hires Wealth Strategy Head From Capital One

Her role will not include responsibility for the firm’s private bankers, who are housed under JPMorgan’s Asset & Wealth Management division.

10/26/2023

Meghan Meger appointed sole head of BMO Private Wealth Canada

Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed

10/26/2023

Advisor Credit Exchange Announces New Executive Leadership Appointments

ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development

10/26/2023

Hazeltree President and CEO Stephanie Miller Joins SEI Board of Directors

Miller Brings Deep Expertise in Financial Services to Position

10/26/2023

Morgan Stanley’s Ted Pick Will Succeed James Gorman as CEO

Pick beat out two other CEO contenders: Co-President Andy Saperstein and Dan Simkowitz, who has led investment management.

10/26/2023

NewEdge Advisors Welcomes Riverside Wealth Partners of Florida

Industry Veteran Bill Laird Launches Riverside, Joins NewEdge from FORVIS Wealth Advisors

10/26/2023

Financial Gravity Welcomes New Family Office Director Sabina Pan

She is a Certified Public Accountant, a Certified Financial Fiduciary®, and a Certified Financial Planner® candidate.

10/25/2023

Kenneth J. Kito, CFP® Joins Fiduciary Trust International as Wealth Director in New York Office

Organization Continues to Grow its New York Headquarters

10/24/2023

Focus Financial Partners Appoints Interim Chief Executive Officer

He succeeds Rudy Adolf

10/24/2023

Brookfield appoints vice chair and head of financial infrastructure

Brookfield Asset Management has hired Sir Ron Kalifa has vice chair and head of financial infrastructure investments.

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