12/05/2023
Oppenheimer Appoints Head of Technology & Consumer Private Capital
He will be based out of Oppenheimer's San Francisco office
People Moves
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.
11/30/2023
Industry Veteran Joins Wellington-Altus Board of Directors
Andrew has long been a visionary for the Canadian Wealth Management industry
11/30/2023
Snowden Lane Recruits Hybrid RIAs in Colorado, Florida
They are joined by Senior Client Relationship Manager Erika Winters
11/30/2023
The Hartford announces key leadership appointments
All appointments are effective March 1st, 2024, except for Ant’s, which takes effect January 2nd, 2024.
11/29/2023
Froda appoint ex-Klarna engineer as CTO in bid to continue expansion
Froda operates at the forefront of facilitating access to financing for small businesses.
11/29/2023
Perigon Wealth Management Welcomes Wealth Advisor Inc. of Nevada
The transaction extends Perigon's footprint into Nevada and enhances the firm's California presence with an office in San Diego County.
11/29/2023
Apollo Intelligence Names Chief Financial Officer
Susan brings rich experience in driving and supporting enterprise growth through disciplined fiscal management
11/29/2023
PPM America Hires Lord Abbett Director To Global Distribution Team
Greg is an excellent addition not only to the Global Distribution team but also PPM as a whole
11/28/2023
Churchill Asset Management brings on senior investment strategist
It is a new position
11/28/2023
Piper Sandler Strengthens Healthcare Investment Banking Team with the Addition of Brandon Rice
Prior to joining the firm, Rice spent 17 years at Bank of America Securities
11/28/2023
State Street Global Advisors Appoints Anna Paglia as Executive Vice President and Chief Business Officer
Paglia brings extensive ETF industry leadership and experience to new leadership role
11/28/2023
Scotia Global Asset Management makes sub-advisor change
There will be no change to the investment objectives of the Fund resulting from this change.
11/28/2023
GoldenTree Asset Management Hires Mathew as Head of Corporate Strategy
He joins GoldenTree from Sixth Street