03/03/2022
Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.
03/03/2022
RMB founding partner, CEO and co-chief investment officer Dick Burridge said that the seven new partners help ensure the firm’s long-term independence by readying the next generation of RMB’s future leaders.
03/03/2022
New York-Based Independent Financial Advisor Affiliates with Advisor Group Through Royal Alliance Associates from LPL Financial
03/02/2022
$250 million team joins from Merrill Lynch
03/02/2022
Park Hill Group Managing Director to Bolster FocusPoint's Fundraising Efforts
03/01/2022
“I am honored and excited to lead Mercer’s Atlanta office and be part of a purpose-driven organization whose mission is to build brighter futures for our clients, colleagues, and communities.”
03/01/2022
Klane assumes the General Counsel role from Malcolm Griggs, Citizens’ Chief Risk Officer, who had been overseeing the Legal Department. Griggs will continue in his capacity as Chief Risk Officer and member of the bank’s Executive Committee.
03/01/2022
The former head of the GFO unit, Joe Stadler, has been handed a new role as executive vice chair for UBS’s global wealth management business, where he will work directly with Khan.
03/01/2022
The team will report to Steven Schmidt, head of technology investment banking and will be based in Piper Sandler’s Orange County office.
02/28/2022
Mr. Frank brings to GoldenTree over 20 years of experience in leveraged finance and working with private equity sponsors.
02/28/2022
As Mazars looks to boost the service offered to clients in the UK financial sector along these lines, it has appointed Vivian Pereira to the newly created role of Banking and Capital Markets partner in its London office
02/28/2022
Lisa joins from Latham & Watkins, where she was a partner in the firm’s Intellectual Property Litigation practice.
02/28/2022
She will be responsible for managing a global team of trust professionals serving as advisor to family offices
02/25/2022
She holds an MBA from the University of Chicago and a bachelor’s degree in accounting from the University of Vermont.
02/25/2022
He has over 25 years of experience in coaching clients and advisors in a CPA-based wealth management firm as a strategic advisor and growth partner
02/25/2022
From 2014 to 2021 Jim was a Senior Executive Vice-President and member of BNY Mellon’s Executive Committee.
02/25/2022
Terry Feeney, former COO of Millennium Management, joins leadership team as senior advisor
02/25/2022
Meanwhile, fellow São Paulo-based Nicholas McCarthy was appointed CIO for all of Itaú’s wealth management businesses.
02/24/2022
Seasoned C-Suite FinTech Leader from Personal Capital to Focus on Digitally-Enabled Organic Growth
02/24/2022
EWB focuses on high-net-worth private banking.