05/22/2023
Morgan Stanley CEO Stepping Down, Among Last From Era of Great Financial Crisis
Only a handful of CEOs at large U.S banks during the 2008-09 crisis remain in their jobs
People Moves
05/22/2023
Vontobel Nabs JP Morgan Banker for Latin America
Vontobel is hiring Emilio Muñoz in Geneva to lead the wealth management team for Latin America, it said in an emailed statement Monday.
05/19/2023
Financial Advisors Paul Cuneo & Timothy Denihan join UBS in the Garden City, NY
Paul L. Cuneo joins UBS as a Managing Director and Financial Advisor, bringing nearly four decades of experience working in financial services.
05/19/2023
Comerica Bank Names Jenae Anderson Colorado Market President, Adds Middle Market Banking Team
Comerica has been serving the needs of middle market businesses for more than 174 years
05/19/2023
David Reynolds Named St. Louis Market Leader For PNC Private Bank
Reynolds most recently served as senior vice president and wealth director for PNC Private Bank’s Cincinnati market
05/17/2023
LPL Financial : Hedberg Wealth Management Team Joins LPL
With more than three decades of wealth management experience, Hedberg says his company is committed to meeting clients where they are and educating them so they develop an understanding of personal finance.
05/17/2023
Scott Ford promoted to president of Wealth Management at U.S. Bank
Ford is succeeding Mark Jordahl
05/16/2023
Private Wealth Advisor Joins UBS in San Jose, CA
The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano.
05/16/2023
Geneva LatAm private banker departs Credit Suisse
Gustavo Ramos Baron has left the bank after roughly three years where he catered to Brazilian clients from the firm’s desks in Geneva, Switzerland.
05/16/2023
Honigman Welcomes Back Robert Palmersheim as Partner in Chicago Office
Also joining the firm is skilled commercial disputes attorney Timothy Parilla
05/16/2023
Greycourt Hires Wendy Pan, Senior Research Professional
Prior to her experience at Jefferies, she was a director of private investment research at Segal Marco Advisors, where she focused on private equity, real estate and infrastructure funds for a $12 billion portfolio.
05/16/2023
State Street Appoints Global Head of Agency Securities Lending
Patricia (Patty) Hostin brings more than 20 years of securities lending experience to State Street
05/15/2023
International Wealth Management Firm Insigneo Incorporates Alfredo Maldonado to Lead Its Expansion in New York City
Mr. Maldonado brings 25 years of international wealth management experience
05/12/2023
F.L.Putnam Expands Ultra-High-Net-Worth Offering with Key Hire
Stephanie Bruckner brings 18 years of investment experience with deep family office expertise
05/12/2023
U.S. Bank Private Wealth Management expands their Vancouver team
Kevin Cavanaugh also joins as a Private Wealth Advisor.
05/12/2023
Jeff Hogan joins the Corporate & Investment Bank as Co-head of Global Mergers & Acquisitions
Jeff is a member of the Council on Foreign Relations.
05/11/2023
LPL Financial Welcomes Financial Advisor Michelle Brennan Hall
Known for creating the Financial Life Map Strategy™ that fosters investor financial strength and well-being, Michelle understands the importance of clarity about the road ahead.
05/11/2023
Deltec Bank & Trust Announces Key Appointments in Private Banking, Risk & Compliance, Technology & Operations
The new appointments include internal promotions and external hires specifically geared towards expanding the Bank’s traditional and digital offerings to its global client base.
05/10/2023
Mike Drennen Joins Fairport Wealth as Chief Wealth Officer
Mr. Drennen Assumes Leadership Role at Fairport After Working Closely With the Firm & Supporting its Growth While at Parent Company Hightower
05/10/2023
Former SVB Private CIO Joins Neuberger Berman Private Wealth
Shannon Saccocia has been named chief investment officer for Neuberger Berman's private wealth division, less than a week after announcing on LinkedIn that she would not join First Citizens.