05/04/2023
Lido Advisors Announces the Hiring of Experienced San Diego Team
They are joined by Sam Hoeck, CFA, and Heather O’Connor, who each worked at First Republic Bank for 4 years prior to joining Lido.
People Moves
05/04/2023
Macquarie Capital names John Pickhaver Head of Infrastructure and Energy Capital, Americas
He will oversee principal investment and development activities in the region, including investing in development and infrastructure in transition for clients and communities.
05/04/2023
Avantax Welcomes Walter Pardo and His New Jersey-based Wealth Financial Partners Team
A successful and growth-minded financial advisor, Pardo chose Avantax for its tax-focused approach to wealth management, specialized Home Office support teams, and deep network of CPAs and tax professionals
05/04/2023
Advisors Brian Zakrocki and Joseph Wladyka join UBS Private Wealth in New York City
Brian and Joseph join the UBS Manhattan Market, managed by Chris DiMuria, located in the 1285 Avenue of the Americas office.
05/03/2023
Lido Advisors Picks Up $1B First Republic Team in San Diego
Another advisor team—this time a San Diego–based group that managed $1 billion in client assets—has departed First Republic, as JPMorgan Chase takes over the troubled bank.
05/03/2023
Fulton Financial Advisors and Fulton Private Bank Hire Mark Hoffman, Ph.D., CFA, as Chief Investment Officer
Responsible for investment strategy of wealth business with $14 billion in assets under management
05/03/2023
IQ-EQ announces Regional CEO, Americas leadership transition
As part of this planned leadership transition Matt will take over the role from Mark who will remain as non-executive chairman of IQ-EQ Americas.
05/02/2023
Coldstream Wealth Management Enhances Leadership Team with Addition of Matt Sonnen As Chief Operating Officer
Successful RIA Consultant and Veteran Operations Executive will Focus on Supporting Firm's Strategic Growth Initiatives and Scaling its Business
05/02/2023
CEO Johnson Joseph Leaves Tenet Fintech Group Inc.; Board Appoints Raji Wahidy as COO and Acting CEO
"I am excited about this opportunity and would like to thank the Board for their trust. I look forward to working with Tenet's stakeholders to realize the vision of the Company."
05/02/2023
Jennie Menzie Named CEO and President of Cumberland Trust
This leadership transition occurs as Cumberland Trust marks 22 years in service guiding families through the wealth transfer process.
04/28/2023
Financial Gravity Welcomes New Family Office Director John Walters
John is an Enrolled Agent, Certified Tax Coach, Best Selling Author, Instructor, and Speaker at the firm LeWalt Consulting Groupe, LLC, located in St. Petersburg, Florida.
04/28/2023
Two more advisors leave First Republic for RBC
Troubled bank continues to haemorrhage assets
04/27/2023
Senior Citi banker departs shortly after report of Epstein meetings
On April 18, a federal judge had ordered JPMorgan CEO Jamie Dimon to set aside two days for depositions
04/27/2023
Moelis & Company Announces the Significant Expansion of its Technology Investment Banking Franchise
Appoints Jason Auerbach as Global Head of Technology Investment Banking
04/27/2023
Advisor Who Joined First Republic Last Month Returns to Morgan Stanley
J.P. Garofalo and his team left Morgan Stanley in early March for now-troubled First Republic, taking $1.2 billion in assets.
04/26/2023
SouthState names Consumer and Small Business Banking, Government Guaranteed Lending and Premier Private Client Group Leaders
Chris Kamienski is named head of Consumer and Small Business Banking.
04/26/2023
Fast Growing Dynasty Financial Partners Welcomes Andrew Marsh
Andrew Marsh will be joining Dynasty as the first Executive-in-Residence.
04/26/2023
Flenorl Joins Renasant Boards
Flenorl is an active community leader in Memphis
04/25/2023
Northern Trust Announces New ACTEC Officers, Fellows
With their appointments, Northern Trust now has 17 ACTEC Fellows.
04/25/2023
Fiduciary Trust Names Head of Wealth Management
He also leads the recruitment and development of its industry-leading professionals who bring the best that the company has to offer to each client relationship in a personalized manner.