08/30/2023
Markel appoints Andrew Umphress
Previously, he was the head of US terrorism at Ambridge Group
People Moves
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.
08/28/2023
Valify Announces Executive Appointments
Formerly with HCA Healthcare, Ms. Burns led information technology initiatives for CereCore and Sarah Cannon Research Institute.
08/25/2023
Guggenheim Investments Announces Appointment of Bryon Willy as Director of Consultant Relations
He will report to Chris Parisi, the firm’s Head of Distribution.
08/25/2023
JP Morgan head of convertible bonds retires
Hart Woodson
08/25/2023
TD Bank Group Announces New Appointments to Board of Directors
Keith joins TD's Board after an impressive 27-year career at First Nations Bank of Canada
08/25/2023
Frances D’Alessio and William Yeskel Join PanAgora Asset Management
We are delighted to welcome Frances and Bill to PanAgora.
08/25/2023
Modern Wealth Management Appoints Shad Besikof, Danny Henneghan, Casey Harrison to Partnership Development Team
Seasoned industry professionals bring deep expertise across mergers and acquisitions, wealth management and project management to the national RIA
08/24/2023
Canter Steps Down as President of Bluespring
David Canter will transition to a senior strategic advisor role, while Bluespring conducts a search for a new president.
08/24/2023
Santander hired Credit Suisse FX head
In July, Jose M. Linares, the head of Santander's corporate and investment bank, said he planned to hire 150 bankers
08/23/2023
Doug Puckett Joins Leon Capital Group as Chief Administrative Officer
Prior to joining Leon Capital Group, Doug was the National Leader of the Private Equity Practice at Deloitte Tax.
08/23/2023
Vestwell appoints first chief strategy officer
She also held similar roles at two other startup companies before joining Securitize.
08/22/2023
Compre hires four claims analysts from RiverStone
Kim Barber, who brings 28 years of industry experience, the last 12 working in RiverStone’s claims division.
08/22/2023
Mosaic bolsters cyber division with hire from Axis
DeLong said: “We’re thrilled to welcome David to Mosaic as we ramp up our US cyber platform and position to become a dynamic leader in this challenging space."