12/11/2023
Veris Wealth Partners Hires Veteran Wealth Manager to Serve Growing Demand for Sustainable Finance Advisory Services for Families and Foundations
Elena Ladygina, CFA, CFP® joins as Senior Advisor
People Moves
12/08/2023
Barclays Recognizes 81 New Managing Directors in the Corporate and Investment Bank
These individuals have consistently shown outstanding outcomes for clients and exemplary leadership.
12/07/2023
HTCMA welcomes new Co-Heads of North America
Forman has been with HTCMA since 2017
12/06/2023
Former senior banker at JPMorgan among four recruits joining UBS
Firm adds advisors in Florida, Missouri, and Mississippi.
12/06/2023
Altisource Asset Management Corporation Announces Departure of COO and Interim CEO Danya Sawyer
We wish her well in her future endeavors.
12/05/2023
Sean Gallagher Joins Lazard Asset Management to Lead the Firm’s Small Cap Equity Platform
Gallagher was previously founder and Chief Investment Officer of Connacht Asset Management and Partner at Goldman Sachs Asset Management
12/05/2023
Advisor Andrea Freiman joins UBS Private Wealth Management in Miami
Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.
12/05/2023
Wealth.com Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor
Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform
12/05/2023
Valley Bank CIO Stuart Cook leaves to join start-up True Digital Network as CEO
“Our objective is to take the messiness out of the equation, with the outcome that our industry is way more efficient and more banks and credit unions are able to participate in value creation.”
12/05/2023
Jimmy Dunne Elected to AIG’s Board of Directors
He also currently serves as a board member of Chime Financial, Inc. and the PGA Tour Policy Board.
12/05/2023
Homrich Berg Adds Depth to HB Family Office Team with New Principal and Director
Principal Billy Levine and Director Alex Arnold join the $14B Atlanta RIA
12/05/2023
MSCI Appoints Head of Index
Based in New York, Ms. Haines will be responsible for the strategic development and execution of MSCI’s global Index product line.
12/05/2023
Oppenheimer Appoints Head of Technology & Consumer Private Capital
He will be based out of Oppenheimer's San Francisco office
12/04/2023
Pershing’s Lisa Crafford Joins Constellation Wealth Capital
After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.
12/04/2023
BNP Paribas Hires John Fox; Anna Paglia to State Street Advisors
State Street Global Advisors, the asset management business of State Street Corporation, has hired Anna Paglia as executive vice president and chief business officer, effective early next year.
12/02/2023
Snowden Lane Partners Continues Recruiting Momentum with Addition of the Gherardi Group
Industry Veterans, Christian Silva Lima Gherardi and Pedro Pelaez, will Join Snowden Lane’s Growing Coral Gables Office
12/01/2023
AXIS Re hires Guy Carpenter broker for Canada role
She will report to AXIS Re President, North America Jason Busti.
12/01/2023
RBC Wealth Management recruits $337M team in Memphis
We are thrilled to welcome this talented team to RBC Wealth Management.
11/30/2023
Modern Wealth Management Appoints J.P. Rankin as Chief Compliance & Legal Officer
Rankin brings more than a decade of legal experience to help the firm establish and maintain a national, cohesive compliance program
11/30/2023
TD to appoint Alan MacGibbon as Chair of the Board
Mr. Levitt joined the TD Board in 2008 and has served as Chair since 2011.