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People Moves

09/07/2023

Santander Brazil hires ex Credit Suisse investment bankers

In an effort to increase its capacity for providing merger-and-acquisition guidance and equity underwriting, Banco Santander SA hired two additional Credit Suisse investment bankers in Brazil.

09/07/2023

U.S. Bancorp Asset Management names head of distribution for OCIO division

Based in Philadelphia

09/07/2023

Citi Hires Frankel to Co-Lead Americas Consumer Banking

Representatives for Citi and Barclays declined to comment

09/06/2023

Andrew Reinhart joins Wealth & Investment Management as Head of Trust Services and Chief Fiduciary Officer

In that role he was responsible for the management and oversight of the Trust Company’s national fiduciary administration business.

09/06/2023

Bregal Investments hires head of capital solutions

Delaney Brown has been named head of capital solutions at Bregal Investments, an international private equity platform.

09/06/2023

Barclays appoints Vice Chairman, Technology, Media, and Telecommunications (TMT) M&A in the Americas

Throughout his career, he has advised on over 100 domestic and international deals aggregating over USD$200bn in value.

09/06/2023

First Eagle Investment introduces global head of consultant relations

Allison Shaw has been assigned by First Eagle Investments as managing director and global head of consultant relations.

09/06/2023

Jill Ford joins the Corporate & Investment Bank as Head of Equity Capital Markets

Prior to her most recent firm, Jill held debt capital markets and M&A investment banking roles at UBS, Montgomery Securities, and First Boston.

09/06/2023

DSS Inc. Expands DSS Wealth Management, Inc.'s Management Team for Ramp Up of Asset Management Subsidiary

Jim Monaghan Appointed Chief Operating Officer and Chief Compliance Officer; Michael Cheah Joins as Portfolio Manager and Head of Fixed Income

09/05/2023

Lygos Appoints Chantal Bergeron as Chief Sustainability Officer

The role underpins our commitment to sustainable performance across the organization.

09/05/2023

Arch Re reveals key promotions

Two industry veterans step into chief underwriting roles

09/01/2023

PA Consulting appoints Christian Norris as chief executive officer

PA says Norris has been instrumental in shaping the firm’s business strategy over the last five years

09/01/2023

KPMG appoints Peter Zalkind as head of Sacramento office

Zalkind has more than 30 years of consulting and technology industry experience.

09/01/2023

Largest Class Ever Spans a Multitude of Industry Sectors and Geographies

We are proud and excited to welcome our new partners

08/30/2023

Barclays appoints two former Goldman execs to internet and technology investment banking team

Carmen’s expertise and experience perfectly complements our existing Internet banking team

08/30/2023

Markel appoints Andrew Umphress

Previously, he was the head of US terrorism at Ambridge Group

08/30/2023

Stratos Wealth Holdings names Chief Operating Officer

Experienced Financial Leader Joins From LPL Financial to Lead Stratos' Infrastructure and Asset Management Operations

08/30/2023

Axxes Capital Appoints President of its New Direct Investing Business, Axxes Direct

Mr. Bass joins Axxes with over 25 years of capital markets experience

08/29/2023

Morgan Stanley loses int’l advisor duo to Raymond James in South Florida

Bryant Wright and client service associate Katie Boada are the latest team to leave the wirehouse for one of its rivals.

08/29/2023

Peapack Private Hires Ling Li, Senior Managing Director, Commercial Private Banker

Ling is responsible for providing customized bank solutions to small and medium-sized enterprises

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