09/06/2023
Andrew Reinhart joins Wealth & Investment Management as Head of Trust Services and Chief Fiduciary Officer
In that role he was responsible for the management and oversight of the Trust Company’s national fiduciary administration business.
People Moves
09/06/2023
Bregal Investments hires head of capital solutions
Delaney Brown has been named head of capital solutions at Bregal Investments, an international private equity platform.
09/06/2023
Barclays appoints Vice Chairman, Technology, Media, and Telecommunications (TMT) M&A in the Americas
Throughout his career, he has advised on over 100 domestic and international deals aggregating over USD$200bn in value.
09/06/2023
First Eagle Investment introduces global head of consultant relations
Allison Shaw has been assigned by First Eagle Investments as managing director and global head of consultant relations.
09/06/2023
Jill Ford joins the Corporate & Investment Bank as Head of Equity Capital Markets
Prior to her most recent firm, Jill held debt capital markets and M&A investment banking roles at UBS, Montgomery Securities, and First Boston.
09/06/2023
DSS Inc. Expands DSS Wealth Management, Inc.'s Management Team for Ramp Up of Asset Management Subsidiary
Jim Monaghan Appointed Chief Operating Officer and Chief Compliance Officer; Michael Cheah Joins as Portfolio Manager and Head of Fixed Income
09/05/2023
Lygos Appoints Chantal Bergeron as Chief Sustainability Officer
The role underpins our commitment to sustainable performance across the organization.
09/05/2023
Arch Re reveals key promotions
Two industry veterans step into chief underwriting roles
09/01/2023
PA Consulting appoints Christian Norris as chief executive officer
PA says Norris has been instrumental in shaping the firm’s business strategy over the last five years
09/01/2023
KPMG appoints Peter Zalkind as head of Sacramento office
Zalkind has more than 30 years of consulting and technology industry experience.
09/01/2023
Largest Class Ever Spans a Multitude of Industry Sectors and Geographies
We are proud and excited to welcome our new partners
08/30/2023
Barclays appoints two former Goldman execs to internet and technology investment banking team
Carmen’s expertise and experience perfectly complements our existing Internet banking team
08/30/2023
Markel appoints Andrew Umphress
Previously, he was the head of US terrorism at Ambridge Group
08/30/2023
Stratos Wealth Holdings names Chief Operating Officer
Experienced Financial Leader Joins From LPL Financial to Lead Stratos' Infrastructure and Asset Management Operations
08/30/2023
Axxes Capital Appoints President of its New Direct Investing Business, Axxes Direct
Mr. Bass joins Axxes with over 25 years of capital markets experience
08/29/2023
Morgan Stanley loses int’l advisor duo to Raymond James in South Florida
Bryant Wright and client service associate Katie Boada are the latest team to leave the wirehouse for one of its rivals.
08/29/2023
Peapack Private Hires Ling Li, Senior Managing Director, Commercial Private Banker
Ling is responsible for providing customized bank solutions to small and medium-sized enterprises
08/29/2023
J.P. Morgan Wealth Management Executive Liz Weikes joins Colin Powell School Board of Visitors
She is a member of the J.P. Morgan Wealth Management Portfolio Manager Program and manages her clients’ assets holistically with a family office-style model.
08/29/2023
Raymond James adds $2.6B team from Securian
San Ramon, California-based Summit Financial Group includes 16 financial advisors.
08/28/2023
Silicon Valley Bank Appoints Head of Global Payments, Head of Global Digital Solutions
The new leaders will further SVB’s commitment “to innovative products, client solutions and exceptional client experience.