11/22/2022
New bosses at Morgan Stanley Wealth Management
The role’s gone to Mattew Nicholls and Rebecca Hill, who have been with the bank for 15 years and 5 years respectively.
People Moves
11/22/2022
Avidian Wealth Solutions Welcomes Highly Credentialed Wealth Manager, Jared Kenney Share Article
Kenney joins the team at Avidian Wealth Solutions with more than 16 years of financial services experience
11/22/2022
Harbourfront Wealth welcomes SVP of Corporate Development
Coby Bucci, one of Canada's early ESG analysts, tapped to improve advisor-business experience and procedures for ethical investment
11/21/2022
Marc Dizard Named Chief Investment Strategist of PNC Asset Management Group
Dizard is a graduate of Ohio State University.
11/21/2022
M&T Bank Names Sam Bluso as Head of Institutional Real Estate
Bluso brings more than two decades of experience to newly created Institutional Real Estate Group
11/18/2022
Ritholtz Wealth Management Appoints Industry Veteran as President
Vanguard veteran's executive leadership will allow founding partners Josh, Barry, Kris and Michael to focus squarely on their core competencies
11/18/2022
Anthony Stanek Joins Investors Preferred Amid Growth Initiative
Anthony brings deep knowledge of our unique space in the insurance industry
11/17/2022
Wealthspire Advisors Names Jonathan Connolly Head of Trust Services
Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices
11/17/2022
Sheryl Kucer Named COO of Veris Wealth Partners
New Veris Chief Operating Officer an Experienced Operations Executive
11/17/2022
Thomas S. Gayner to become sole Chief Executive Officer of the Markel Corporation on January 1, 2023
As Chief Executive Officer, Gayner will lead the continued growth of Markel's group of businesses and investments
11/17/2022
Merrill Adds $1B Citi Team
The four-person team is split across Merrill offices in Connecticut and Long Island.
11/17/2022
Santander Brasil taps Ejnisman to lead corporate and investment banking
Ejnisman replaces Jean Pierre Dupui, that will create a division responsible for oversight of other companies controlled by Santander in Brazil.
11/16/2022
UBS recruits XP private banker in Brazil
Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.
11/16/2022
Brad Parsons Joins Edge Capital Group
Brad spent 12 years with Goldman Sachs serving ultra-high net worth clients.
11/16/2022
BMS Re appoints new casualty broking co-head
The company said he will contribute to the continued build out of BMS Re’s North American casualty and treaty capabilities.
11/16/2022
Boston Consulting Group Appoints Chief Sustainability Officer
Webb brings a global mindset to his new role
11/16/2022
EF Hutton Appoints Senior Managing Director, Equity Research
Mr. Najarian will lead the efforts to continue building a world class equity research platform focused on emerging growth and mid-cap companies.
11/16/2022
Teneo Appoints Senior Advisor in APAC
He will advise clients on various issues relating to asset and liability strategy, asset allocation, product development and investment process and governance design.
11/15/2022
Eight-Member Wealth Management Team Joins First Republic
Team Is Led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang
11/15/2022
Private Wealth Adds Partner/Senior Portfolio Manager
“Leslie brings an important specialty that you won’t find at other wealth management firms and we’re pleased to offer this additional subject matter expertise to our clients,” she said in a news release announcing the appointment.