12/27/2023
Skyview Wealth Management's Roy Kelsey Joins Financial Gravity Team, Bringing Over $20 Million in Assets
This addition signifies a strategic enhancement to Financial Gravity’s focus on tax-centric financial services and asset management.
People Moves
12/22/2023
Macquarie Asset Management makes strategic hire to support growth of Private Credit business
He rejoins Macquarie Asset Management from Audax Private Debt, where he oversaw the insurance solutions efforts across the company’s private debt platform and expanded investor relationships on a global basis.
12/22/2023
FINRA Names Feral Talib as Executive Vice President and Head of Surveillance and Market Intelligence
Talib will lead FINRA’s efforts to enhance this strong foundation of surveillance excellence, with a focus on continuous innovation.
12/22/2023
CI Financial Announces that Darie Urbanky, President, Chief Operating Officer and Head of Asset Management, to Retire in 2024
Effective January 1, 2024, Marc-André Lewis, Chief Investment Officer of CI GAM, will assume the role of co-head of CI GAM. Mr. Lewis will retain his current responsibilities as CIO.
12/21/2023
Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform
He reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.
12/21/2023
J.P. Morgan Asset Management appoints a new member for Canada Advisor Business Jay Rana joins J.P. Morgan Asset Management in Canada
In this new role, he will be responsible for bringing J.P. Morgan Asset Management's industry leading global alternative investment capabilities to financial advisors across the country
12/21/2023
QBE Re bolsters leadership with new underwriting and analytics chiefs
His role at QBE Re involves overseeing underwriting operations across the board.
12/21/2023
Tammy Kiely Joins Evercore as Senior Managing Director in the Technology Investment Banking Practice in Menlo Park
She held a variety of roles at Goldman Sachs, including global head of the semiconductor and autotech investment banking practice and co-head of TMT investment banking services.
12/21/2023
Acadian Asset Management Appoints Chief Executive Officer
Young will retain her seat on the Acadian Executive Committee.
12/20/2023
Truist Appoints New Head Of Wealth Management
He previously served as head of wealth and institutional advisory solutions where he was responsible for Truist Wealth Advisors, Specialty, and Institutional groups.
12/19/2023
Bridgeworth and Savant Congratulate Five New Member-Owners
Their promotion reflects their dedication to the firm, its clients, and their leadership within the industry and community.
12/19/2023
LPL Financial Welcomes Best Wealth Management
The team reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
12/19/2023
Goldman Sachs names Rivera as co-head of Latin America-memo
Rivera will run the bank's Latin America business alongside John Greenwood
12/18/2023
Kingswood U.S. Welcomes New Senior Research Analyst Karen Sterling Amid Rapid Expansion
New York-Based Biochemist and Molecular Biophysicist Joins Team as Senior Advisor Supporting Expansion into Healthcare, Biotechnology Sectors
12/18/2023
Frederick O. Terrell to join the Corporate & Investment Bank as Vice Chairman of Investment Banking
He will serve as a member of CIB’s senior leadership team delivering strategic
12/15/2023
Former First Republic Wealth Boss Exits JPMorgan With Plans for RIA
The timing of the exit likely coincides with the expiration of a retention agreement Thornton signed shortly after the deal, they added.
12/15/2023
Cetera Welcomes $148 Million AUA Advisor to Cetera Advisors via Wilde Wealth Management Group
Bair's affiliation marks the latest addition to a growing list of successful affiliations for Wilde Wealth Management Group in 2023.
12/14/2023
Guggenheim Securities Hires Brent Surber to Strengthen its Capital Markets Capabilities
We are excited to welcome Brent to Guggenheim Securities
12/14/2023
Michael Lynch, Veteran JPMorgan and Goldman Sachs Banker, Joins Foros as a Managing Director
Michael has built and run businesses for JPMorgan Chase & Co. and Goldman, Sachs & Co.
12/14/2023
Citi’s Mark Mills to Depart After 23 Years in Latest Wealth Exit
Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.