11/17/2022
Thomas S. Gayner to become sole Chief Executive Officer of the Markel Corporation on January 1, 2023
As Chief Executive Officer, Gayner will lead the continued growth of Markel's group of businesses and investments
People Moves
11/17/2022
Merrill Adds $1B Citi Team
The four-person team is split across Merrill offices in Connecticut and Long Island.
11/17/2022
Santander Brasil taps Ejnisman to lead corporate and investment banking
Ejnisman replaces Jean Pierre Dupui, that will create a division responsible for oversight of other companies controlled by Santander in Brazil.
11/16/2022
UBS recruits XP private banker in Brazil
Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.
11/16/2022
Brad Parsons Joins Edge Capital Group
Brad spent 12 years with Goldman Sachs serving ultra-high net worth clients.
11/16/2022
BMS Re appoints new casualty broking co-head
The company said he will contribute to the continued build out of BMS Re’s North American casualty and treaty capabilities.
11/16/2022
Boston Consulting Group Appoints Chief Sustainability Officer
Webb brings a global mindset to his new role
11/16/2022
EF Hutton Appoints Senior Managing Director, Equity Research
Mr. Najarian will lead the efforts to continue building a world class equity research platform focused on emerging growth and mid-cap companies.
11/16/2022
Teneo Appoints Senior Advisor in APAC
He will advise clients on various issues relating to asset and liability strategy, asset allocation, product development and investment process and governance design.
11/15/2022
Eight-Member Wealth Management Team Joins First Republic
Team Is Led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang
11/15/2022
Private Wealth Adds Partner/Senior Portfolio Manager
“Leslie brings an important specialty that you won’t find at other wealth management firms and we’re pleased to offer this additional subject matter expertise to our clients,” she said in a news release announcing the appointment.
11/15/2022
Steward Partners Global Advisory Welcomes Kuperman Wealth Management, Formerly with Morgan Stanley
Roger Kuperman built a great business by putting his clients first and like many wirehouse advisors concluded that he could do a lot more for them as an independent than he could in the wirehouse environment
11/15/2022
Golden State Wealth Management Welcomes Kreat Lewis of Crossroads Wealth Advisors in Grand Junction, CO, Exiting Edward Jones
Kreat previously served as a financial advisor with Edward Jones for over 20 years.
11/15/2022
Managing Partners Join Transcend
Hedge Fund Industry Veterans to Bolster Investment Platform at Top-Ranked RIA Firm
11/14/2022
Aztec Group appoints new Non-Executive Director to its Group Board
Prior to this, he held the role of President at Broadridge Asset Management Solutions and previously led the go-to-market strategy at eFront as Chief Customer Success Officer.
11/14/2022
Stephens Private Wealth Management Hires Nashville Financial Consultant as Vice President
“His commitment to relationship building and client service is exemplary, and we are pleased to welcome Ryan to the team.”
11/14/2022
Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Northeast
He will bring his expertise collaborating with investment committees in the design of bespoke investment strategies to exploit opportunities and mitigate risk for each organization’s specific objectives
11/11/2022
UBS hires $1 billion advisor team in Chicago
Together, they manage more than $1 billion in client assets for ultra-high net worth individuals and families.
11/11/2022
Mary Sfingi Joins Idaho First Bank as VP Private Banker
She will also be responsible for growing consumer lending and deposits throughout the Bank.
11/10/2022
Practifi Names Tim Highland as Head of Product Strategy
Wealth Management Veteran to Advance Development of Solutions that Enable Firms to Scale and Better Utilize Data to Deliver Personalized Advisory Services