10/09/2023
Rockefeller Global Family Office Adds Two Private Advisor Teams in Los Angeles and DC Metro Markets
The team will report to Kristen Sario, Southeast Divisional Director.
People Moves
10/09/2023
Matt Burton joins UBS Wealth Management in Indianapolis
Prior to joining UBS, he worked as a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management.
10/06/2023
JPMorgan's newest MD just got hired from Stripe
She spent the last two years in the city with Stripe, working as a strategic platform partnerships lead.
10/06/2023
SLC Management announces new co-heads of Private Fixed Income business
Sam Tillinghast, Head of Private Fixed Income, SLC Management, has announced his intention to retire, effective December 31, 2023.
10/06/2023
MUFG further expands Growth & Middle Market Tech Banking team
Jordan Gauthier, Ross Fleck, and David Schlager join the bank as relationship managers
10/06/2023
Rackspace Technology Appoints Leading Investment Banking Executive Thomas Cole to Board of Directors
Cole brings over 37 years of Wall Street experience and wealth of executive leadership to Rackspace
10/05/2023
Veritable, Empower advisors join Savvy Advisors as principal wealth managers
The duo have partnered with the digital-first platform in the Philadelphia area.
10/05/2023
UBS hires Private Wealth Advisors in Philadelphia
One team is led by Private Wealth Advisor Charles Lynch and the other team is led by Private Wealth Advisors Elijah Dornstreich and Ryan DePaul.
10/05/2023
PGIM Investments hires Merill Lynch veteran as global head of alternative investments
Dominick Carlino joins
10/05/2023
MUFG Expands Growth and Middle-Market Technology Banking Team
Gauthier, Fleck and Schlager will join a team of more than 35 bankers, led by Bob Blee, head of growth and middle-market technology banking for the Americas at MUFG, said.
10/05/2023
PGIM appoints Dominick Carlino of Merrill Lynch
Carlino will become the firm’s global head of alternative investments
10/05/2023
Bolton recruits $200m Morgan Stanley int’l advisor duo
The pair are the fifth team to join the independent wealth firm from Morgan Stanley so far this year.
10/04/2023
Goldman Sachs executive Chris Kojima to leave, memo says
Kojima, who will leave at the end of this year, served as the co-head of Goldman's client solutions group, which handles sales and client service for pensions and institutions.
10/04/2023
What's driving expat bankers to leave Paris - and locals to stay
Also in the French city – although not leaving it – is Rafaele De Vitis.
10/04/2023
Monzo hires new CEO for US expansion reboot
When it comes to neobanking, cracking America isn’t easy but Monzo’s committing to the long-term opportunity with the hire of its third US CEO
10/04/2023
Two Ocean Trust Appoints Former Wyoming Banking Commissioner Albert Forkner as Chief Risk and Compliance Officer
For more than 20 years, Forkner held oversight and regulatory positions at the Wyoming Division of Banking.
10/04/2023
Cary Stamp & Co. Appoints Highly Respected Wealth Management Executive Michael Reed in New Role of Chief Strategic Officer and Chief of Staff
The appointment reflects Cary Stamp’s focus on purposeful growth through acquisitions and enhancement of its operational platform.
10/04/2023
Atlanta-Based $1B+ Team Joins LPL From Fifth Third
The trio of advisors is joining the IBD via its employee advisor channel to launch PB FAM Private Wealth.
10/03/2023
Sanctuary Wealth Taps Former Morgan Stanley Executive Chris Shaw to Lead East Coast Recruiting Efforts and Support of Partner Firms
Shaw's Addition to Management Team Further Underscores Sanctuary's Appeal to High-Performing Breakaway Advisors Across Entire Wirehouse Channel
10/03/2023
Two Ocean Trust Appoints Former Wyoming Banking Commissioner Albert Forkner as Chief Risk and Compliance Officer
Key hire further enhances Two Ocean's generational wealth management capabilities including its industry-leading digital asset and private trust company offerings