08/18/2022
Investments & Wealth Institute Names Director of Sales
In this role, Mastey will lead the Institute’s sales strategy, business development initiatives and revenue generation.
People Moves
08/17/2022
Broadridge Appointed Board of Directors
Prior to joining Bridgewater in 2009, she served as the Chief Executive Officer of Investment Risk Management LLC and as co-CEO of Duff Capital Advisors.
08/17/2022
Standard Chartered Bolsters Leveraged and Acquisition Finance Platform With Hiring of Roy Kuruvilla
Based in New York, Roy will report to David Law
08/17/2022
Concert appoints American Family exec as SVP
Doug has extensive underwriting and program management experience in the reinsurance and brokerage sectors in both commercial and personal lines
08/17/2022
Spartan Wealth Management Merges with 360° Wealth Management Group
Anthony Mona Named Spartan Wealth Management President
08/17/2022
AIG Announces Alan Colberg and Trish Walsh Appointed to Corebridge Financial Board of Directors, Effective September 1st
“Each of them bring significant experience and industry expertise that will benefit Corebridge and its stakeholders over the long-term.”
08/16/2022
Schroders Announces Strategic Changes to U.S. Distribution Team
As part of the growth ambition, Schroders has bolstered the consultant and sales teams with 2 industry veterans.
08/16/2022
Argo appoints former GuideOne CEO as US president
Snyder was CEO of GuideOne for a five-year tenure, during which time she expanded its niche commercial and E&S lines, rejigged its reinsurance programme, and engineered a financial recovery.
08/16/2022
M&T Bank Welcomes Chief Digital Officer
He will report to Head of Consumer / Business Banking and Marketing Christopher Kay and serve as a key member of the company's leadership.
08/16/2022
Greystone Appoints Managing Director for New Investment Management Initiative
New Role to Bring Predictable CRE Cash Flows to Institutional Investors
08/15/2022
Beacon Appoints Senior Vice President, Commercial Solutions
Prior to joining Beacon, Ms. von Schwarzenfeld worked at Hilti Group for three and a half years.
08/15/2022
BDC Advisors hires managing director
Modi brings more than 20 years of management consulting experience to BDC, where she will focus on driving results with healthcare innovation.
08/12/2022
The Standard Names Vice President, Engagement and Strategy, Actuarial Transformation
He previously held various actuarial and leadership roles focused on model development, risk assessment, finance and governance at MassMutual, GE Capital, Voya Financial and ING.
08/11/2022
SVB Private Appoints Head of Wealth Advisory West
He is one of three regional heads leading the Wealth Advisory business alongside Rich Jaffe, Head of Wealth Advisory Northeast, and Ro Mehrotra, Head of Wealth Advisory Central & South.
08/11/2022
Macquarie strengthens equities capabilities with transition management appointment
Mr. Carangelo joins from State Street Global Markets
08/11/2022
Houlihan Lokey Strengthens Financial Institutions Capital Markets Coverage With Experienced Senior Hire
With approximately 80 dedicated financial professionals across offices in New York, Los Angeles, Chicago, Houston, Dallas, Washington, D.C., London, Manchester, Frankfurt, and Milan, Houlihan Lokey’s Capital Markets Group is among the largest of its
08/11/2022
FTI Consulting hires managing director
Worthy rejoins FTI from BDO USA
08/10/2022
Serie Wealth Adviosory launches into independence with Ria Giant Stratos Wealth Partners
"I am thrilled that we are attracting top talent like Paul to our organization,"
08/10/2022
BNY Mellon Wealth Management Names Palm Beach Market President
William brings over 14 years of experience in the financial services industry
08/10/2022
Nikola CEO to retire at the end of the year
“Michael Lohscheller’s selection represents the completion of a thoughtful succession planning process by the board of directors,” Girsky said.