03/08/2023
Nicolas Burnet joins Sompo International as Chief Financial Officer
Mr. Burnet takes over from Michael McGuire
People Moves
03/08/2023
Barbara Ziegler and Tim Quagliarello Join Franklin Templeton as Client Advisors, US Institutional
Barbara and Tim bring a wealth of expertise and experience in helping institutional investors
03/07/2023
NewEdge Wealth Continues Strategic Growth, Names Hunter Gehring as Principal
Arkansas-based advisor joins firm, expanding nationwide presence
03/07/2023
Noted Financial Advisors Join Insigneo From Morgan Stanley
International wealth management firm continues to add leading financial advisors to meet a growing demand for its services
03/07/2023
Solomon Partners Launches Technology Investment Banking Group With Hiring of Joseph Watson
Creating and building out Solomon’s tenth vertical is part of the firm’s mission to continue to strategically expand and diversify its platform.
03/07/2023
FLX Networks Names Industry Vets To Advisory Board
“With their distinguished and distinct backgrounds, both Kimberly and Brett bring the varied expertise necessary to realize our mission.
03/06/2023
Six-Member Wealth Management Team Joins First Republic
They share First Republic’s commitment to exceptional client service.
03/06/2023
Three Wells Fargo Teams Managing $1.45 Bln Combined Join Forces at LPL in NC
The three teams, who moved on March 2 and had generated $10.5 million in revenue at Wells
03/03/2023
Fieldpoint Private Adds Two Executives to Key Leadership Roles
Bank promotes industry veterans to Chief Banking Officer and Chief Innovation Officer
03/03/2023
Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner
Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
03/03/2023
MetLife Names Head of U.S. Group Service and Operations
Carr joins MetLife from Bank of America
03/03/2023
Chubb Appoints Executive Vice President, North America Financial Lines Management Liability
The appointment is effective immediately.
03/03/2023
Inspired appoints new independent non-executive director to its board
He is a non-executive director of Water Babies Group Limited and is chairman of Hurtwood Capital Limited, a private family office with interests in the real estate and media sectors.
03/03/2023
Mercury Capital Advisors Makes Senior Hire in its Secondary Advisory Team
This follows the hire of Vik Salh who joined the Secondary Advisory team as a Vice President last year in New York.
03/02/2023
UBS Hires $640 Million Advisor Team in Sarasota, FL
Together with their six-person team, Mariash Lowther Wealth Management, they manage nearly $640 million in client assets for ultra-high net worth individuals and families.
03/02/2023
Northern Trust Appoints Beth Opperman Southwest and Rocky Mountain Regions President
She is joining a tenured team of leaders who are responsible for providing best-in-class investment management, trust, banking and advisory based solutions.
03/02/2023
LPL Financial Welcomes Lanier Wealth Management
Lanier has made it a point to constantly grow and evolve as an advisor, earning multiple accreditations and staying on top of industry happenings since he became a financial advisor in 2009.
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
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.”