11/07/2022
Kingsview Partners Welcomes Wealth Manager Brett Sposa
Former Edward Jones Advisor Opens Kingsview Partners Office in Falls Church, VA
People Moves
11/04/2022
Kestra financial welcome Steffan Hagendorf to the platform
“I am very excited to commence this next chapter alongside Kestra Financial and Coastline Wealth Management,”
11/03/2022
Synovus Names New BSA/AML Director
Wise has more than 20 years of financial industry and financial crimes compliance experience.
11/03/2022
Dakota Wealth Management Announces Hiring of Joshua Crossman
Senior Wealth Advisor joins the firm's Palm Beach Gardens, FL office
11/03/2022
Crestbridge appoints family office services Director
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
11/03/2022
Star Mountain Capital Adds T. J. Della Pietra, Former Global Head of Citi Holdings, as a Senior Advisor
Mr. Della Pietra held several senior operating roles at Citigroup
11/02/2022
Kestra Financial Welcomes Steffan Hagendorf to the Platform
Hagendorf brings $165 million in client assets to Kestra Financial-associated firm Coastline Wealth Management, seeking growth opportunities and elevated client service capabilities
11/02/2022
Pamela Allen becomes CEO of MD Financial Management Inc.
After 16 years at MD, new CEO brings deep understanding of the unique challenges and opportunities facing physicians and their families
11/02/2022
Truxton Adds Veteran CPA Peter Deming as Senior Wealth and Tax Strategist
In this role, he will provide comprehensive strategic tax advice to our clients, their trusts and estates and business entities.
11/01/2022
Vontobel Zurich private banking team exits
Marcio Medeiros, head of the private bank's adviser team covering Brazil from its desk in Zurich, will leave the firm along with three others.
10/31/2022
Chief Technology Officer Joins Coremont
Coremont has been fortifying its team this year to accommodate its significant growth potential.
10/28/2022
CalPERS Names Managing Investment Director For Growth & Innovation
“As we look to find more innovative solutions to help meet our return requirements, we need someone with the right blend of expertise and real-world experience. We’re confident he’ll bring valuable insight to this role.”
10/28/2022
GoldenTree Asset Management Announces Kathy Sutherland as the Firm’s First Chief Executive Officer (CEO)
Sutherland has been instrumental in the firm’s growth.
10/27/2022
Stephens Private Wealth Management Hires Financial Consultant Joshua Boyle
“My top priority is helping clients achieve their financial goals,”
10/27/2022
Catlett/Godin Wealth Management Joins Stifel in Wilmington
“We are delighted to have Sam, Todd, and Adrieanna joining our dynamic and growing firm and look forward to partnering with them in their future success.”
10/27/2022
New Crew Named for CS First Boston Relaunch
During the transition, until Klein takes over, David Miller will continue in his current role as global head of investment banking & capital markets, reporting directly to Group CEO Ulrich Koerner, and will support the development of CS First Boston a
10/26/2022
Principal Financial Group® names Anthony Shea Treadway to lead U.S. Insurance Solutions distribution
Treadway obtained his Bachelor of Arts in political science from Yale University and his Master of Business Administration from the University of Michigan Ross School of Business.
10/26/2022
Crypto Quant Manager Expands With New Executive
Digital asset-focused Strix Leviathan plans to build out more market-neutral strategies and target larger institutions.
10/26/2022
Corona Heir Taps Goldman for Family Office
During Perez’s time at Goldman, the bank advised Aramburuzabala on the sale of her data center business KIO Networks last year.
10/25/2022
SVB Securities Continues Growth of Technology Investment Banking Team with Addition of Roger Knight
He joins from Lincoln International, where he was most recently a Managing Director in the Technology, Media, and Telecom Group.