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People Moves

10/03/2022

M&T Bank reports 325 layoffs in CT, plans to cut 333 more jobs

When they were originally announced, the layoffs were condemned by many elected officials including Tong, who also sent a related letter to M&T in August 2021.

09/30/2022

Santander Miami senior advisor duo exits for Merrill Lynch

Felipe Quintero Corredor and Juan Carlos Londoño have joined Merrill Lynch WM’s Brickell Avenue-based complex led by Andres de Corral, the firm’s Florida region managing director.

09/30/2022

$420 million advisor team joins UBS in Georgia

The team is led by Financial Advisors Todd Emily and Ashley Carney, and will be based in a new branch office location in Athens, GA.

09/29/2022

Wealth Enhancement Group Grows by Adding Bohmer Kilcoyne Wealth Management, a Hybrid RIA with $677 Million in Client Assets

This Addition Brings Wealth Enhancement Group's Total Client Assets to More Than $57.3 Billion.

09/29/2022

CapStar Announces R. Chuck Hunt as SVP, Correspondent Banking Relationship Manager

Chuck earned his bachelor’s degree from the University of North Alabama and is a graduate of the prestigious LSU School of Banking.

09/29/2022

Brookline Bank names Hingham resident David A. Bourret "Senior Vice President"

A long-time resident of Hingham, MA, Bourret holds a bachelor’s degree of science in finance from Boston College.

09/29/2022

Sound Point Capital Management Hires Merrill Martin from CSAM for Independent Wealth Channels

“Merrill’s experience and understanding of the market will significantly increase Sound Point’s ability to raise assets within the independent wealth community and we are excited to have him join us,”

09/29/2022

Cetera Welcomes $3 Billion AUA Burrows Capital Advisors Team

Texas-based team focused on bringing institutional expertise to retail investors

09/29/2022

Celsius appoints interim CEO as founder Alex Mashinsky resigns

Celsius suspended withdrawals in June to stabilise liquidity and protect and preserve its assets, citing “extreme market conditions”.

09/28/2022

Ten advisors managing $2.85 billion join UBS in Washington, D.C.

The advisors joined UBS from Merrill, where they advised high and ultra high net worth families and institutions.

09/28/2022

Stratos Wealth Advisors Welcomes Investment Advisor

Chicago and Maine-based Veteran Chooses Stratos for its Vast Suite of Services Available to Affiliated Practices, Including Technology and Practice Management Support

09/27/2022

Regions Bank Strengthens Real Estate Capital Markets Capabilities with the Addition of Industry Veteran

Henderson to serve as syndications lead for Regions Affordable Housing’s distribution business.

09/27/2022

Wealth Management Team Led by Harold Reinstein and Michael Nelson Joins First Republic

They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

09/26/2022

Scotiabank announces Brian J. Porter's retirement, names Scott Thomson as President and Chief Executive Officer

Mr. Thomson is currently President and CEO of Finning International Inc. and has been a member of the Scotiabank Board since 2016.

09/26/2022

Vero Wealth Management Becomes 25th Team to Join Linsco by LPL Financial

The team reported having served approximately $380 million in advisory, brokerage and retirement assets*, and join LPL from Truist Investment Services.

09/23/2022

Northern Trust Appoints Senior Portfolio Advisor in New York Market

She will be based in the Greenwich, Connecticut office.

09/23/2022

Wells Fargo bolsters M&A team in Europe and Asia with three senior hires

The US investment bank is adding dealmakers in Europe, as M&A 'remains a strategic growth opportunity'

09/23/2022

PwC names Global Private Equity Leader, and prioritizes investments in Digital Transformation and ESG capabilities

The appointment comes as PwC expands its focus on ESG for the PE and sovereign investment fund (SIF) industry

09/23/2022

Roku Names Three Executives to New Roles as Presidents of Media, Devices, and Consumer Experience

As Roku grows internationally, these positions will help bring more focus to key areas of our business as the global shift to streaming continues

09/23/2022

Hewlett Packard Enterprise names technology leader and former DARPA director, to Board of Directors

Dugan joins HPE Board with 30 years of advanced technology development, engineering and business leadership experience

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