07/20/2023
Kelly Johnston returns to Mechanics Bank to lead Wealth Management unit
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert
People Moves
07/18/2023
Barclays expands M&A franchise with key appointments
Dan Grabos and Jonathan Gerst to take on augmented roles in M&A.
07/18/2023
Berkshire Bank Names Private Banking SVP
He brings more than 30 years of experience in the financial services industry within the Boston area.
07/17/2023
Mike Sleightholme Appointed President of Broadridge International
In his new role, Sleightholme will leverage his extensive experience in securities services and financial technology, along with his history of delivering large scale business transformation and his client-centric approach, to continue scaling the Broadri
07/17/2023
Pointwealth Capital Management Continues Strategic Expansion with the Appointment of Edward Suero
Banking and Financial Services Industries Professional Joins the Growing Practice to Support Emerging High Net-Worth and HENRY Clients
07/17/2023
Nate Klebacha joins The Presidio Group as Managing Director
The longtime mergers and acquisitions professional will focus on dealership buy-sell work at Presidio.
07/14/2023
Mark Connelly joins Rothschild & Co as Managing Director to lead its equity capital markets offering in North America
The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America
07/14/2023
Former Securian Team With $200M AUM Jumps Ship for LPL
Advisors Jerry Kanter and Scott Mason are leaving Securian after more than 30 years with the broker/dealer, in the wake of its planned acquisition by Cetera.
07/13/2023
Introducing Alexandria Galiano: Newest Member at Galiano Wealth Management Group, LLC
She has also added to the family-oriented atmosphere that is already integrated within Galiano Wealth Management Group.
07/13/2023
Head of Thrivent Advisor Network Let Go
Carolyn Armitage, who ran Thrivent's independent advisor platform, was laid off, in addition to four other executives on her team.
07/13/2023
JPMorgan Chase announces layoffs
Meanwhile, the firm chases Silicon Valley Bank business by hiring overseas.
07/13/2023
U.S. Bancorp names new CEO of three wealth-management units
Evamarie is a strategic leader with extensive experience in wealth management and financial services
07/13/2023
JPMorgan cuts 63 NJ workers, adds 27-year SVB vet
The bank hired John China, the president of SVB Capital, to co-lead a commercial-banking unit focused on supporting startups and venture capital-backed firms.
07/12/2023
J.P. Morgan Asset Management Hires Rachel Betton as Senior Fixed Income Portfolio Manager
Experienced investor joins the firm from PIMCO
07/12/2023
Affinity Federal Credit Union welcomes new vice president of wealth management
Tim Van Slooten comes to the credit union with over 25 years of bank wealth management experience
07/12/2023
PGIM Fixed Income names chief U.S. economist
In that capacity, he managed a team of economists responsible for U.S. economic forecasts, in addition to publishing research and actively engaging with clients across all revenue-generating platforms within RBC.
07/12/2023
North Carolina Insurance Commissioner appoints Hatchell to new post
As senior deputy commissioner she will work to oversee and manage all three of these divisions.
07/12/2023
SRS appoints Latam director
Latam is producing strong growth in captive insurance, and we will focus on developing new captive formations from the region.
07/11/2023
Morgan Stanley int’l wealth boss Greg Gatesman exits
Elizabeth Dennis is taking over Gatesman's responsibiliities, sources said.
07/11/2023
AXA XL Re promotes company veteran to CRO for Bermuda and North America
Prior to that she was with XL Catlin in a variety of risk management and capital risk modelling roles for ten years.