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People Moves

09/13/2023

Mosaic ramps up Canadian underwriting team

Fraser is joined in the Toronto hub by a team of four fellow specialists all of whom are vice presidents and underwriters for their respective lines

09/12/2023

Goldman Sachs asset and wealth management executive to retire, as others join firm

Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.

09/12/2023

Graham Joins SWBC Investment Company as Senior Vice President - Wealth Management

He will ensure the team provides comprehensive solutions, holistic financial planning, and personalized investment portfolios through a client-centric approach, regular communication, and smart risk management strategies.

09/12/2023

Homrich Berg Founder Stepping Down as CEO

President Thomas Carroll will take over the role from Andy Berg on Jan. 1.

09/12/2023

TSG Wealth Management Expands To Sacramento, Welcoming Ken Peters and Team

Additionally, the Sacramento office is delighted to add one of TSG’s dynamic Managing Directors, Norma Andrade Casanova, rounding out this powerful team of financial professionals.

09/11/2023

Orion Taps AssetMark’s Natalie Wolfsen as New CEO

Wolfsen will take over CEO Eric Clarke's role in mid-October.

09/11/2023

Moonfare brings Marine Eugène on board as new chief commercial officer

Eugène brings almost 20 years of experience in fractional jet investments to the role

09/08/2023

Northern Trust Asset Management Names New CIO of Global Asset Allocation

Anwiti Bahuguna Brings 25 Years of Industry Experience to Newly Created Position

09/08/2023

Brookfield Oaktree Wealth Solutions Hires Head of Nordics Region to Support Growing Demand for Alternatives

Brookfield Oaktree Wealth Solutions was formally launched in April 2021

09/08/2023

Michael Tae and Doug DeSchutter Appointed Co-Presidents of Broadridge’s Investor Communication Solutions Business

Bob Schifellite to become Chairman of Investor Communication Solutions

09/08/2023

US Bancorp Names Marc Ammaturo to Key Institutional OCIO Post

The finance veteran will helm distribution efforts in the firm’s expansion bid.

09/08/2023

Allen & Overy adds Partner to funds and asset management practice

She is also experienced in leading transactions involving structures and assets with values ranging from tens of millions to several billion dollars.

09/07/2023

Credit Suisse LatAm advisor joins rival Vontobel in director role

André Birri had been at Credit Suisse for five years and left during a period of significant turnover at the firm following its takeover by UBS.

09/07/2023

Harris Williams Hires Michael Kim as Managing Director, Co-Head of Technology Group

Brings Over 25 Years of Technology M&A Advisory Experience

09/07/2023

Sienna IM scales up its management and sales team

In order to better assist its solid growth dynamic, Sienna Investment Managers has expanded its management team.

09/07/2023

Santander Brazil hires ex Credit Suisse investment bankers

In an effort to increase its capacity for providing merger-and-acquisition guidance and equity underwriting, Banco Santander SA hired two additional Credit Suisse investment bankers in Brazil.

09/07/2023

U.S. Bancorp Asset Management names head of distribution for OCIO division

Based in Philadelphia

09/07/2023

Citi Hires Frankel to Co-Lead Americas Consumer Banking

Representatives for Citi and Barclays declined to comment

09/06/2023

Andrew Reinhart joins Wealth & Investment Management as Head of Trust Services and Chief Fiduciary Officer

In that role he was responsible for the management and oversight of the Trust Company’s national fiduciary administration business.

09/06/2023

Bregal Investments hires head of capital solutions

Delaney Brown has been named head of capital solutions at Bregal Investments, an international private equity platform.

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