03/29/2023
J.P. Morgan Appoints Alex Bell as Partner in Sustainable Growth Equity Team
Hire completes one of the most diverse leadership teams in growth equity industry
People Moves
03/29/2023
Steward Adds Third Breakaway to Pershing Platform
As its multicustodial strategy bears fruit, Steward Partners has recruited Ensign Wealth Partners from Wells Fargo Advisors Financial Network, bringing the firm's total assets with Pershing to over $1 billion.
03/29/2023
New alternative markets director at Great American Insurance Group
Prior to joining Great American Insurance Group he was senior vice president and chief underwriting officer at SPARTA Insurance Company from October 2012 to April 2014.
03/28/2023
Chaves to grow Everest Latin American business
Mr Chaves was recently the head of Property & Casualty for Chubb Mexico
03/28/2023
Envestnet Appoints Three New Independent Directors to Board
Announces Cooperation Agreement with Impactive Capital
03/24/2023
Citigroup appoints co-heads of European M&A team
Earlier in his career, he also served as a managing director at Goldman Sachs Group Inc.
03/24/2023
MetLife Names New Global Chief Actuary
Boudreau worked at MetLife earlier in his career and re-joined the company in 2013.
03/24/2023
Franklin Templeton Appoints James Andrus as Vice President of Sustainability Global Markets
New senior hire expands firm’s Global Stewardship and Sustainability Team
03/24/2023
Bank of America’s Kevin Sherlock Exits for Senior Role at BMO
The bank has made senior hires across Wall Street in recent months including Sam Chaturvedi and Ryan Williams, both from Credit Suisse Group AG.
03/22/2023
KKR Names Paula Campbell Roberts Chief Investment Strategist for Private Wealth
New role deepens KKR’s commitment to collaborating with private wealth firms and financial advisors and expanding individual investors’ access to its alternative investment strategies
03/22/2023
Angeles Wealth Management Appoints Chief Operating Officer and Chief Compliance Officer
Lowndes brings over 25 years of integrated financial services experience to Angeles Wealth, specializing in developing technology, compliance, trading, and risk management solutions
03/22/2023
Ballentine Partners Appoints Co-Chief Investment Officers
Together they will be responsible for all aspects of the Ballentine Partners investment strategy
03/22/2023
SignatureFD Appoints Forbes & CNBC Behavioral Financial Columnist as New Chief Advisory Officer
Anchoring in these core pillars offers a level of transparency to wealth management
03/20/2023
Sanctuary Wealth Welcomes Iterhic Wealth Advisors As Partner Firm
Next gen advisor from Morgan Stanley launches wealth management firm with $170 million in client assets and partners with Sanctuary to scale business for future growth
03/20/2023
Joe Regan named CFO at MutualOne Bank in Framingham
Regan holds a master of business administration in finance and a bachelor of science in accounting
03/17/2023
Angeles Wealth Promotes CFP To Partner
At age 37, Wohlforth is the youngest partner in the firm’s history to be appointed to the position.
03/17/2023
Hub appoints national private client practice leader for Canada
Prior to that, he was with TD Wealth, Private Wealth Management, where he developed strategies to assist high net worth clients achieve their financial goals.
03/16/2023
Advisors Lucas Mijares and Jesse Ettlin Join LPL Financial
Ready to launch their new independent financial practice, Mijares and Ettlin turned to LPL and Mariner to help free up time to focus on their clients
03/16/2023
Sam Farrell joins Torstone as head of North America
Sam has led a number of significant initiatives, including the Credit Suisse migration to Torstone’s Cloud Platform.
03/16/2023
Raymond James adds Wells Fargo team with $450 million in assets
The father-son pair, David and Paul Gwidt, will operate as Gwidt Wealth Management Group in Racine, Wisconsin.