05/12/2023
U.S. Bank Private Wealth Management expands their Vancouver team
Kevin Cavanaugh also joins as a Private Wealth Advisor.
People Moves
05/12/2023
Jeff Hogan joins the Corporate & Investment Bank as Co-head of Global Mergers & Acquisitions
Jeff is a member of the Council on Foreign Relations.
05/11/2023
LPL Financial Welcomes Financial Advisor Michelle Brennan Hall
Known for creating the Financial Life Map Strategy™ that fosters investor financial strength and well-being, Michelle understands the importance of clarity about the road ahead.
05/11/2023
Deltec Bank & Trust Announces Key Appointments in Private Banking, Risk & Compliance, Technology & Operations
The new appointments include internal promotions and external hires specifically geared towards expanding the Bank’s traditional and digital offerings to its global client base.
05/10/2023
Mike Drennen Joins Fairport Wealth as Chief Wealth Officer
Mr. Drennen Assumes Leadership Role at Fairport After Working Closely With the Firm & Supporting its Growth While at Parent Company Hightower
05/10/2023
Former SVB Private CIO Joins Neuberger Berman Private Wealth
Shannon Saccocia has been named chief investment officer for Neuberger Berman's private wealth division, less than a week after announcing on LinkedIn that she would not join First Citizens.
05/10/2023
Modern Wealth Management Appoints Stephen Tuckwood as Director of Investments, Nicole Bittner as Head of Growth Operations
Former Goldman Sachs Personal Financial Management vice presidents bring combined experience in investment analysis and management, and organic growth lead generation and curation.
05/10/2023
Chubb Appoints Mark Homan to Lead International Property and Casualty Division
P&C industry veteran brings extensive underwriting and international experience
05/10/2023
Aspiriant Names Eight New Partners Across San Francisco, Los Angeles, Orange County and Milwaukee Offices
The 2023 new partner group helps maintain both the sustainability of Aspiriant's business model and its independence.
05/09/2023
Certuity Appoints Daniel J. Lee as Partner, Chief Revenue Officer and Wealth Advisor
He also served on First Republic Bank’s Leadership Committee and as Regional Wealth Advisor Manager for the Pacific Northwest.
05/09/2023
LPL Financial Welcomes New Father-Son Linsco Team
The father-son dynamic has been instrumental in the growth of their practice
05/08/2023
Gresham Technologies appoints Dan Kennedy to drive North America growth plans
Based out of Gresham’s New York office, Dan will be responsible for all business development, sales, account management and partnering activities in the region.
05/08/2023
Certuity Appoints Daniel J. Lee as Partner, Chief Revenue Officer and Wealth Advisor
He also served on First Republic Bank’s Leadership Committee and as Regional Wealth Advisor Manager for the Pacific Northwest.
05/05/2023
Arch II unveils new energy heads
She has worked at Arch for 18 years and was appointed underwriting manager for onshore energy in 2020. Poulteney brings over 15 years of experience in the offshore energy sector to his new position.
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.
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