10/27/2023
Citi names Nancy Bertrand private bank head for Canada- memo
She most recently served as a private banker leading a team in Toronto and Montréal, advising ultra-high net worth families, foundations and single-family offices.
People Moves
10/27/2023
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.
10/26/2023
Barclays appoints Ian Woods as Vice Chairman, Industrials Investment Banking
Mr. Woods brings to Barclays over 20 years of investment banking experience, and will play a leading role in strategic dialogue and M&A advisory for key Building Products and Distribution clients
10/26/2023
Morgan Stanley Announces Ted Pick to Become Chief Executive Officer on January 1, 2024; James Gorman to Become Executive Chairman
Andy Saperstein to be Co-President and Head of Wealth and Investment Management; Dan Simkowitz to be Co-President and Head of Institutional Securities
10/26/2023
SEI Appoints Stephanie Miller to Board of Directors
Industry Veteran Brings Expertise Across Financial Services and Multinational Corporate Strategy
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.
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.