10/12/2023
Financial Advisors Jared West and Sandy Brown are 50th Team to Join Linsco by LPL Financial
With the move, they become the 50th recruited team to join LPL’s highly attractive Linsco platform
People Moves
10/11/2023
Paul, Weiss Adds Brad Brown, Former GC of Leading Investment Management Firm
Brad’s arrival comes at a time of immense growth
10/11/2023
Apollon Wealth Management Bolsters Sarasota Office with Key Appointments
Wesley Davis and Jeff Wood join Apollon’s Adi Dassler International Family Office
10/11/2023
Millennium is still adding tech MDs – this time from JPMorgan
Back in July at its Singapore office, meanwhile, Millennium added Roland Hamann to be its Asian head of low latency trading from Pico, a technology provider to financial services firms.
10/11/2023
BMO promotes Alan Tannenbaum to head capital markets division
Before then, he headed the global corporate finance solutions group, where he was responsible for capital raising activities.
10/10/2023
RBC Wealth adds $630M teams from Morgan Stanley, Wells Fargo
The firm has added advisors in New York, Pennsylvania and Minnesota.
10/10/2023
Moelis & Company Appoints Jean-Eudes Renier as a Managing Director in Europe, Expanding its Global Industrials Franchise
Effective immediately, he will be based in London.
10/10/2023
Prominent Banking Partner Rejoins Latham & Watkins in New York
Jennifer Ezring brings substantial experience advising commercial and investment banks on leveraged finance and asset-based lending transactions.
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.
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.