12/09/2022
Anne Nolen Joins Fiduciary Trust as Chief People Officer
Nolen to oversee talent acquisition, diversity, equity and inclusion, and human resources management
People Moves
12/09/2022
Evan Sowers to Head Up Riverview Trust Company
Evan has more than 22 years of experience working in finance, trusts and investments, as well as consumer, small business and commercial banking.
12/08/2022
Bank of America Adds Managing Director, Family Office Strategist
In the newly created role, Harsh Agarwal will deliver family office solutions to ultra-high-net-worth families in partnership with private bank-private client advisors and client teams.
12/08/2022
Barclays appoints Jim Rossman as Global Head of Shareholder Advisory
Mr. Rossman joins Barclays from Lazard, where he was global head of the Shareholder Advisory group, which he founded in 2013, and also served as the head of the renewable energy team in the Power, Energy & Infrastructure group.
12/08/2022
BOK Financial wealth management division names new chief operating officer
BOK Financial Corporation is a $45 billion regional financial services company headquartered in Tulsa, Oklahoma with $96 billion in assets under management and administration.
12/08/2022
BNP Paribas Appoints Senior Executives to Global Markets Americas Platform
Mr. Hanisch joins BNP Paribas following two years on the buy-side at Hayfin Capital Management prior to which he was at Deutsche Bank for 12 years, most recently as Global Head of Securitized Products Trading.
12/06/2022
Broadridge Appoints Martin Koopman as Chief Product Officer
He will be responsible for Broadridge's enterprise product vision and strategy, building enterprise-wide platforms to benefit Broadridge clients, empowering product management teams, and accelerating innovation in partnership with our technology team
12/06/2022
SVB Appoints New Leadership for SVB Private and Silicon Valley Bank UK
SVB is the financial partner of the global innovation economy.
12/06/2022
SouthState Welcomes Veteran Bankers to South Carolina, Alabama Teams
ur South Carolina and Alabama markets welcome seven skilled and knowledgeable bankers with experience in both commercial and private banking.
12/05/2022
Chubb Appoints Division President for North America Financial Lines
Currently, Mollica is Executive Vice President, Head of Private/Not-For-Profit business for the division.
12/05/2022
SVB Appoints New Leadership for SVB Private and Silicon Valley Bank UK
Both long-term SVB employees, Platts and Sabow will bring their SVB and innovation economy leadership experience to key growth areas for the company.
12/05/2022
Matt Wiles Named President of Crestone Capital
Matt Wiles promoted from his role as COO of 100% employee-owned, Colorado-based wealth management firm
12/05/2022
abrdn head of North American equities Bassett exits
Relinquishes three funds
12/05/2022
Arvest Wealth Management Advanced Planning Team Announces Staff Changes Deepening Bench Throughout Footprint
Cody Bean has been promoted to engagement coordinator.
12/05/2022
Wilmington Trust Announces 5 Key Hires to CLO Trustee & Loan Administration Division
New senior leaders to support accelerated CLO business needs and client growth
12/05/2022
Arch Insurance North America appoints new president
He will continue to report to Matt Shulman, the company’s chief executive officer.
12/01/2022
Hanna Yesuf brings Wealth of Experience to Kingfisher
Ms. Yesuf earned her MBA from Indiana University and completed certificate programs in Design Thinking from MIT Sloan School of Management and Entrepreneurship from Cornell University.
11/30/2022
Herbert Smith Freehills appoints Mike Flockhart as firm's new Joint Managing Partner for corporate
Mike, a corporate lawyer specialising in M&A and ECM transactions, joined Herbert Smith Freehills as a trainee and has been a partner since 2013.
11/30/2022
Glenmede Announces Changes to Private Wealth Leadership
Mr. Melcher is an industry recognized thought and practice leader and is currently Chair of the UHNW Institute Advisory Board.
11/30/2022
Nicola Wealth Announces Expansion of Institutional Offering
Nicola Wealth brings its strategic pension-style investment approach to institutions, foundations, and family offices through its new Multi-Asset Portfolio Solutions platform.