08/23/2023
Doug Puckett Joins Leon Capital Group as Chief Administrative Officer
Prior to joining Leon Capital Group, Doug was the National Leader of the Private Equity Practice at Deloitte Tax.
People Moves
08/23/2023
Vestwell appoints first chief strategy officer
She also held similar roles at two other startup companies before joining Securitize.
08/22/2023
Compre hires four claims analysts from RiverStone
Kim Barber, who brings 28 years of industry experience, the last 12 working in RiverStone’s claims division.
08/22/2023
Mosaic bolsters cyber division with hire from Axis
DeLong said: “We’re thrilled to welcome David to Mosaic as we ramp up our US cyber platform and position to become a dynamic leader in this challenging space."
08/22/2023
Ex-Credit Suisse Oil and Gas Banker Joins RBC
He also becomes RBC Capital Markets vice chairman
08/22/2023
Morgan Stanley Reels In Two Merrill Lifers with $4M Combined Revenue in Florida
Baggett moved with client associate Tonya R. Estes and Clay moved with client associate Beth Ann Navarrete.
08/22/2023
Citigroup mulls plan to remove leadership layer at its largest unit
Citi has been working to simplify its structure.
08/22/2023
Wealthspire Advisors Appoints Amanda Phillips-DeSaverio, Adds Denver Office
Amanda Phillips-DeSaverio, CFP® brings approximately $60 million in AUM and 30 clients
08/17/2023
Financial Gravity Welcomes New Family Office Director
Boasting over a decade of experience in tax accounting, she holds a distinguished Bachelor's degree in Public Accounting and Business Administration, having graduated summa cum laude with distinction.
08/17/2023
Apollo's Atlas venture just hired a Credit Suisse tech MD
Alongside Lipeles, other recent recruits include Ahmet Goral, a former Credit Suisse software engineer and Chris Sawyer, a former Credit Suisse VP in product control.
08/17/2023
Faycal Lhamidi Joins Peapack Private as Senior Managing Director, Commercial Private Banker
He provides customized banking solutions to a diverse set of medium and large-size enterprises to help them achieve their long-term financial goals.
08/16/2023
Apex Group appoints US Country Head
In his new role, Shaw will oversee Apex Group's rapidly expanding US business, which now employs over 600 people across 15 local offices.
08/16/2023
BNY Mellon Wealth Management Appoints Chief Investment Officer
He played a pivotal role in shaping investment strategy and execution, and successfully guided clients through multiple business cycles.
08/16/2023
Toorak Capital Partners Hires Scott Goldman As Head Of Asset Management
Industry veteran to oversee lending platform’s asset portfolio and servicing oversight process.
08/15/2023
Former Wells Fargo private bank execs gather assets at new firm
Jack Ginter was the president of Wells Fargo's private bank until he left in 2021.
08/15/2023
PayPal names Intuit exec Alex Chriss CEO
Says Chriss: "I am proud to take the baton from Dan and thrilled to have the opportunity to work with PayPal's talented and committed team."
08/15/2023
JPMorgan hires two bankers from Credit Suisse’s infra team
The hires indicate JPMorgan’s local outpost, now led by seasoned infrastructure banker Julian Peck, is keen to ramp up its presence in infrastructure deals.
08/15/2023
Abacus Life appoints chief revenue officer
Abacus Life has chosen Seth Miller to be its chief revenue officer.
08/15/2023
Apex Group appoints US Country Head
Shaw will work closely Apex Group’s experienced regional leadership team
08/15/2023
Darren L. Colananni Named Partner at Centurion Wealth Management
The firm looks forward to the valuable leadership Darren will contribute to their ongoing growth in 2023.