11/01/2022
Vontobel Zurich private banking team exits
Marcio Medeiros, head of the private bank's adviser team covering Brazil from its desk in Zurich, will leave the firm along with three others.
People Moves
10/31/2022
Chief Technology Officer Joins Coremont
Coremont has been fortifying its team this year to accommodate its significant growth potential.
10/28/2022
CalPERS Names Managing Investment Director For Growth & Innovation
“As we look to find more innovative solutions to help meet our return requirements, we need someone with the right blend of expertise and real-world experience. We’re confident he’ll bring valuable insight to this role.”
10/28/2022
GoldenTree Asset Management Announces Kathy Sutherland as the Firm’s First Chief Executive Officer (CEO)
Sutherland has been instrumental in the firm’s growth.
10/27/2022
Stephens Private Wealth Management Hires Financial Consultant Joshua Boyle
“My top priority is helping clients achieve their financial goals,”
10/27/2022
Catlett/Godin Wealth Management Joins Stifel in Wilmington
“We are delighted to have Sam, Todd, and Adrieanna joining our dynamic and growing firm and look forward to partnering with them in their future success.”
10/27/2022
New Crew Named for CS First Boston Relaunch
During the transition, until Klein takes over, David Miller will continue in his current role as global head of investment banking & capital markets, reporting directly to Group CEO Ulrich Koerner, and will support the development of CS First Boston a
10/26/2022
Principal Financial Group® names Anthony Shea Treadway to lead U.S. Insurance Solutions distribution
Treadway obtained his Bachelor of Arts in political science from Yale University and his Master of Business Administration from the University of Michigan Ross School of Business.
10/26/2022
Crypto Quant Manager Expands With New Executive
Digital asset-focused Strix Leviathan plans to build out more market-neutral strategies and target larger institutions.
10/26/2022
Corona Heir Taps Goldman for Family Office
During Perez’s time at Goldman, the bank advised Aramburuzabala on the sale of her data center business KIO Networks last year.
10/25/2022
SVB Securities Continues Growth of Technology Investment Banking Team with Addition of Roger Knight
He joins from Lincoln International, where he was most recently a Managing Director in the Technology, Media, and Telecom Group.
10/25/2022
Nicolet National Bank Adds Barry Martzahl To Wealth Management Team
Martzahl, a 37-year industry veteran, has found success in all aspects of wealth management, including advising individuals and families, corporate retirement plans, and endowments and foundations.
10/25/2022
David Morris Appointed President and Chief Executive Officer of RBB Bancorp
He will spearhead our efforts to hire a President who is well-respected and familiar with our business strategy and the communities we serve.
10/25/2022
Sovereign Wealth Fund Institute Names Lakshmi Narayanan as Chairman of the Board
SWFI is a forward-thinking organization with an entrepreneurial mindset, and we could not have selected a more ideal candidate than Lakshmi to serve as Chairman.
10/25/2022
William Y. Yun, CFA Rejoins Fiduciary Trust International as Senior Advisor, Focused on Driving Growth in South Florida
Firm Veteran Returns, Bringing Depth of Knowledge to Serve Evolving Needs of HNW Clients
10/24/2022
BNY Mellon hires head of responsible investing from Neuberger
The role is a new one at BNY Mellon and is global in scope.
10/24/2022
Cincinnati financial corporation announces new lead independent director
"I'm confident that he will make a smooth transition into the role of lead independent director. I look forward to continuing to work with Dirk to deliver value to our shareholders for years to come,"
10/24/2022
SVB Securities Continues Growth of Technology Investment Banking Team with Addition of Roger Knight
SVB Securities has built a prestigious reputation serving clients across the innovation economy," said Knight. "I'm looking forward to joining this accomplished team of investment bankers and continuing to deliver strong results for our cli
10/20/2022
Former Goldman Sachs Exec Named President Of Mercer Advisors
He is expected to lead continued development of the Mercer Advisors platform.
10/20/2022
Alvarez & Marsal Global Transaction Advisory Group Extends Software and Technology Sector Expertise By Appointing Managing Director
Mr. Hassan's joining furthers A&M's ability to support clients' software and technology transactions.