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.
People Moves
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.
10/25/2023
Kenneth J. Kito, CFP® Joins Fiduciary Trust International as Wealth Director in New York Office
Organization Continues to Grow its New York Headquarters
10/24/2023
Focus Financial Partners Appoints Interim Chief Executive Officer
He succeeds Rudy Adolf
10/24/2023
Brookfield appoints vice chair and head of financial infrastructure
Brookfield Asset Management has hired Sir Ron Kalifa has vice chair and head of financial infrastructure investments.
10/24/2023
Savvy Advisors Recruits Michael Most as Principal Wealth Manager Amid Period of Strong Growth
Former LPL Financial advisor brings over two decades of experience to fast-growing, modern RIA
10/24/2023
Courier Capital, LLC Promotes James E. Iglewski to President, Thomas J. Hanlon to Executive Vice President of Wealth Management and Co-Chief Investment Officer
Mr. Hanlon joined the firm in 2005.
10/23/2023
Insigneo Welcomes Verónica López-López as Managing Director
Verónica López-López brings a wealth of experience and a distinguished career to her new role as a Managing Director at Insigneo.
10/19/2023
Mandy Ho Joins UBS Private Wealth Management in Bellevue, WA
In her new role, Mandy will work closely with ultra-high net worth clients in managing their investments and providing strategic planning advice.
10/19/2023
Timothy McNutt and Narayan Pallavur Join UBS Wealth Management in Westlake Village, California
They bring an impressive level of experience and dedication to their clients, and we couldn’t be happier to have them join our Westlake Village family.
10/18/2023
Vontobel's New Man in Miami
The appointment of Cuenca explicitly expands the offering to a Latin American clientele.
10/18/2023
Family Office Practice Expert Joins Pathstone
Mr. Coutré brings more than fifteen years of expertise to innovate Pathstone's efforts to increase clients' family function and fulfillment
10/18/2023
TwinFocus Appoints Former BNY Mellon CIO David Daglio as Chief Investment Officer and Global Investment Strategist
Daglio brings more than two decades of experience in investment research, risk management, asset allocation and client engagement leadership positions to the firm.
10/17/2023
UBS Welcomes Credit Suisse Executives in Latin America
Nicolas Troillet, responsible for global markets and wealth management in Mexico at Credit Suisse, takes over market and client development for the entire region.
10/16/2023
RBC Wealth adds $450M wirehouse team in Philadelphia
Four advisors and two client associates have made the move.