11/10/2022
Credit Suisse announces new head of product within asset management division
Ebner is scheduled to take on the new role on Nov. 21 and will be stationed in New York.
People Moves
11/10/2022
CrowdStreet Advisors Hires John Norris to Serve as Director of Private Wealth
Real estate investment veteran will build sales efforts within the broader wealth channel
11/10/2022
Michael Peduzzi Appointed to CNB Financial Corporation Board of Directors
Mr. Peduzzi, who is also a licensed certified public accountant, has over 34 years’ experience serving the banking and financial services industries.
11/10/2022
Millennium Management co-CIO to step down amid reshuffle
The second recruit for the role, whose name is yet to be disclosed, will join the firm in May next year.
11/10/2022
Waterfall Asset Management Announces Appointment of Patrick Lo and Brian Rebello as Co-Chief Investment Officers
Patrick and Brian, both partners of the Firm, have been instrumental in Waterfall's growth and successful investment performance on behalf of its clients over the past 15 years.
11/09/2022
Wealth Management Team Led by Marc Koch and Christopher Walters Joins First Republic
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
11/09/2022
AXA XL appoints Canada captives leader
He brings more than 30 years' experience leading a wide range of risk management and operations at Canada's leading brokerages and some of Canada's top financial institutions, including the Royal Bank of Canada and the Canada Imperial Bank
11/09/2022
Chubb Appoints Darryl Page Chief Culture Officer
Global Insurance Industry Leader with Deep Roots in Chubb's Culture Returns to the Company
11/09/2022
Wilmington Trust Unveils Southwest Florida Team: Curt Edwards Named President; Hurricane-Relief Contribution Announced
The team will focus on building Florida's comprehensive Wealth Management offerings for the unique universe of high-net-worth individuals and families, entrepreneurs, business owners, family offices, and foundations & endowments in and around Nap
11/08/2022
Facet Wealth Appoints Vince Maniago as Chief Product Officer
Maniago has more than 20 years of software product design and implementation experience, including Chief Product Officer for Personal Capital
11/07/2022
Wealth Management Team Led by Tim Argyres, Ted Rice, Nasser Abdulkariem and Greg Argyres Joins First Republic
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
11/07/2022
Kingsview Partners Welcomes Wealth Manager Brett Sposa
Former Edward Jones Advisor Opens Kingsview Partners Office in Falls Church, VA
11/04/2022
Kestra financial welcome Steffan Hagendorf to the platform
“I am very excited to commence this next chapter alongside Kestra Financial and Coastline Wealth Management,”
11/03/2022
Synovus Names New BSA/AML Director
Wise has more than 20 years of financial industry and financial crimes compliance experience.
11/03/2022
Dakota Wealth Management Announces Hiring of Joshua Crossman
Senior Wealth Advisor joins the firm's Palm Beach Gardens, FL office
11/03/2022
Crestbridge appoints family office services Director
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
11/03/2022
Star Mountain Capital Adds T. J. Della Pietra, Former Global Head of Citi Holdings, as a Senior Advisor
Mr. Della Pietra held several senior operating roles at Citigroup
11/02/2022
Kestra Financial Welcomes Steffan Hagendorf to the Platform
Hagendorf brings $165 million in client assets to Kestra Financial-associated firm Coastline Wealth Management, seeking growth opportunities and elevated client service capabilities
11/02/2022
Pamela Allen becomes CEO of MD Financial Management Inc.
After 16 years at MD, new CEO brings deep understanding of the unique challenges and opportunities facing physicians and their families
11/02/2022
Truxton Adds Veteran CPA Peter Deming as Senior Wealth and Tax Strategist
In this role, he will provide comprehensive strategic tax advice to our clients, their trusts and estates and business entities.