11/01/2023
Fidato Wealth Introduces New Managing Director and Financial Advisors
In addition, the comprehensive wealth management firm was included in Financial Advisor Magazine's 2023 RIA Rankings
People Moves
10/31/2023
William Blair Continues Private Capital Advisory Momentum With Senior Hire
Before Credit Suisse, Von Stroh held investor relations roles with global private markets firms Pantheon Ventures and Grosvenor Capital Management.
10/31/2023
Arthur J. Gallagher makes strategic senior leadership appointments
These appointments are in line with the company’s vision of accelerating its growth and global expansion.
10/31/2023
Clifford Capital Holdings hires group chief financial officer
Herman Wijaya has been named by Clifford Capital Holdings as the new group chief financial officer, effective early in December.
10/31/2023
State Street Announces Organizational Changes
Tahiri has more than 25 years of experience in the asset management and investment services business.
10/30/2023
Former UBS leader becomes new CEO at Advisor Credit Exchange
Co-founder Peter Stanton remains with the firm as strategic advisor.
10/30/2023
Goldman Sachs hires BlackRock executive for unit serving third-party wealth product providers
Goldman Sachs clients for these products include large banks' wealth management divisions, independent broker-dealers and registered independent advisors.
10/29/2023
Ill-fated Credit Suisse managing director arrives at Rothschild
He extricated himself from the Credit Suisse husk in August 2023 and has just joined Rothschild's London financial institutions group (FIG) team as a managing director instead.
10/27/2023
Citi names Nancy Bertrand private bank head for Canada- memo
She most recently served as a private banker leading a team in Toronto and Montréal, advising ultra-high net worth families, foundations and single-family offices.
10/27/2023
Financial Gravity Welcomes New Family Office Director Sabina Pan
She is a Certified Public Accountant, a Certified Financial Fiduciary, and a Certified Financial Planner candidate.
10/26/2023
Barclays appoints Ian Woods as Vice Chairman, Industrials Investment Banking
Mr. Woods brings to Barclays over 20 years of investment banking experience, and will play a leading role in strategic dialogue and M&A advisory for key Building Products and Distribution clients
10/26/2023
Morgan Stanley Announces Ted Pick to Become Chief Executive Officer on January 1, 2024; James Gorman to Become Executive Chairman
Andy Saperstein to be Co-President and Head of Wealth and Investment Management; Dan Simkowitz to be Co-President and Head of Institutional Securities
10/26/2023
SEI Appoints Stephanie Miller to Board of Directors
Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy
10/26/2023
J.P. Morgan Hires Wealth Strategy Head From Capital One
Her role will not include responsibility for the firm’s private bankers, who are housed under JPMorgan’s Asset & Wealth Management division.
10/26/2023
Meghan Meger appointed sole head of BMO Private Wealth Canada
Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed
10/26/2023
Advisor Credit Exchange Announces New Executive Leadership Appointments
ACE names industry veterans J.P. Connellan as CEO and Melanie Warner as COO and Head of Business Development
10/26/2023
Hazeltree President and CEO Stephanie Miller Joins SEI Board of Directors
Miller Brings Deep Expertise in Financial Services to Position
10/26/2023
Morgan Stanley’s Ted Pick Will Succeed James Gorman as CEO
Pick beat out two other CEO contenders: Co-President Andy Saperstein and Dan Simkowitz, who has led investment management.
10/26/2023
NewEdge Advisors Welcomes Riverside Wealth Partners of Florida
Industry Veteran Bill Laird Launches Riverside, Joins NewEdge from FORVIS Wealth Advisors
10/26/2023
Financial Gravity Welcomes New Family Office Director Sabina Pan
She is a Certified Public Accountant, a Certified Financial Fiduciary®, and a Certified Financial Planner® candidate.