03/02/2023
Award-Winning Author and Alternatives Strategist Joins Franklin Templeton Institute
Davidow brings more than 30 years of experience in supporting advisors on best practices in alternative investments
People Moves
03/02/2023
Thunes hires Latin American lead
He was directly responsible for winning deals with some of the biggest digital brands in the region.
03/01/2023
Mercer International Inc. announces resignation of its CFO, David Ure, and promotion of Richard Short to CFO
“I am honored to continue with Mercer in my new position as CFO and look forward to continuing to work with my talented colleagues to enhance the success of the Company.”
03/01/2023
Merrill Lynch Taps Lindsay Hans as New Private Wealth Head
She replaces Don Plaus
02/28/2023
Cambridge Associates Expands Executive Leadership Team by Welcoming Harinder Soin and Adam Lester
Soin reports to Jason Roberts, Chief Technology Officer and Lester reports to the firm’s Chief Executive Officer, David Druley
02/28/2023
BofA promotes Lindsay Hans to lead private wealth management
She has overseen the wealth manager's Northeast and mid-Atlantic divisions for the last six years.
02/28/2023
CastleKeep Adds Industry Veteran as Partner
Mike is a frequent guest lecturer at the Freeman College of Management at Bucknell University & the Notre Dame Institute for Global Investing.
02/27/2023
Credit Suisse appoints head of Swiss-based Central America desk
Raphael Kirschstein was appointed as head of Credit Suisse's investment desk focused on Central America.
02/27/2023
Union Pacific CEO to step down as hedge fund presses for change
Soroban founder Eric Mandelblatt said in the letter new leadership could create significant shareholder value.
02/24/2023
TIAA Taps New Executive to Head Wealth Distribution Unit
Earlier in her career, Latini held various roles at J.P. Morgan Chase and made American Banker’s list of the Most Powerful Women in Banking in 2021 and 2010.
02/24/2023
Apollo Appoints Former U.S. Senator Patrick Toomey to Board of Directors
“After 18 years in the public sector, I am excited to bring my differentiated perspectives to the Board of Apollo, a firm that plays an important role in generating retirement income for millions of savers and providing capital for business growth.
02/24/2023
Apollo Names Whitney Chatterjee General Counsel
Chatterjee to Assume Role of Chief Legal Officer in 2024
02/24/2023
Chubb Introduces Chubb Climate+ and Announces Leadership Appointments for Global Climate Business Unit
Three executives have joined McMullin, Hardy and Margaret Peloso, Global Climate Officer, on the Chubb Climate+ leadership team.
02/24/2023
Board Appointments and Changes to Board Committee membership
TBC PLC confirms that there are no additional details that are required to be disclosed under LR 9.6.13R of the Listing Rules of the Financial Conduct Authority.
02/24/2023
UBS appoints Michael Mimick to lead Midwest Wealth Management Market
“Mike is dedicated to the Midwest Market and has been a driving force in growing our presence in this important region,”
02/23/2023
Kingswood U.S. Announces Opening of Florida Corporate Office To House New Wealth Management Group
Expansion Strengthens Firm's Wealth Management Footprint in South Florida, with Kingswood Advisors Gaining Additional Access to Services
02/23/2023
UBS appoints Michael Mimick to lead Midwest Wealth Management Market
Prior to his current role, he was responsible for leading the firm’s advisors in Nebraska, Kansas, Missouri and Oklahoma.
02/23/2023
Merrill Private Wealth Management head to retire after leading Florida boom
"continue in his role through March 31 and help to finalize plans for his transition,"
02/23/2023
Lazard Asset Management Appoints Global Head of Technology & Operations
“Larry brings a wealth of experience in the asset management industry as well as in technology and operational infrastructure,”
02/23/2023
Chenery Compliance Group Announces the Hire of Three Additional Senior Professionals
Kimberly Radtke joins Chenery as a Regulatory Administrator and has over 20 years of experience in the financial services industry working for an investment adviser, FINRA and a broker dealer.