11/15/2022
Eight-Member Wealth Management Team Joins First Republic
Team Is Led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang
People Moves
11/15/2022
Private Wealth Adds Partner/Senior Portfolio Manager
“Leslie brings an important specialty that you won’t find at other wealth management firms and we’re pleased to offer this additional subject matter expertise to our clients,” she said in a news release announcing the appointment.
11/15/2022
Steward Partners Global Advisory Welcomes Kuperman Wealth Management, Formerly with Morgan Stanley
Roger Kuperman built a great business by putting his clients first and like many wirehouse advisors concluded that he could do a lot more for them as an independent than he could in the wirehouse environment
11/15/2022
Golden State Wealth Management Welcomes Kreat Lewis of Crossroads Wealth Advisors in Grand Junction, CO, Exiting Edward Jones
Kreat previously served as a financial advisor with Edward Jones for over 20 years.
11/15/2022
Managing Partners Join Transcend
Hedge Fund Industry Veterans to Bolster Investment Platform at Top-Ranked RIA Firm
11/14/2022
Aztec Group appoints new Non-Executive Director to its Group Board
Prior to this, he held the role of President at Broadridge Asset Management Solutions and previously led the go-to-market strategy at eFront as Chief Customer Success Officer.
11/14/2022
Stephens Private Wealth Management Hires Nashville Financial Consultant as Vice President
“His commitment to relationship building and client service is exemplary, and we are pleased to welcome Ryan to the team.”
11/14/2022
Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Northeast
He will bring his expertise collaborating with investment committees in the design of bespoke investment strategies to exploit opportunities and mitigate risk for each organization’s specific objectives
11/11/2022
UBS hires $1 billion advisor team in Chicago
Together, they manage more than $1 billion in client assets for ultra-high net worth individuals and families.
11/11/2022
Mary Sfingi Joins Idaho First Bank as VP Private Banker
She will also be responsible for growing consumer lending and deposits throughout the Bank.
11/10/2022
Practifi Names Tim Highland as Head of Product Strategy
Wealth Management Veteran to Advance Development of Solutions that Enable Firms to Scale and Better Utilize Data to Deliver Personalized Advisory Services
11/10/2022
Credit Suisse announces new head of product within asset management division
Ebner is scheduled to take on the new role on Nov. 21 and will be stationed in New York.
11/10/2022
CrowdStreet Advisors Hires John Norris to Serve as Director of Private Wealth
Real estate investment veteran will build sales efforts within the broader wealth channel
11/10/2022
Michael Peduzzi Appointed to CNB Financial Corporation Board of Directors
Mr. Peduzzi, who is also a licensed certified public accountant, has over 34 years’ experience serving the banking and financial services industries.
11/10/2022
Millennium Management co-CIO to step down amid reshuffle
The second recruit for the role, whose name is yet to be disclosed, will join the firm in May next year.
11/10/2022
Waterfall Asset Management Announces Appointment of Patrick Lo and Brian Rebello as Co-Chief Investment Officers
Patrick and Brian, both partners of the Firm, have been instrumental in Waterfall's growth and successful investment performance on behalf of its clients over the past 15 years.
11/09/2022
Wealth Management Team Led by Marc Koch and Christopher Walters Joins First Republic
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
11/09/2022
AXA XL appoints Canada captives leader
He brings more than 30 years' experience leading a wide range of risk management and operations at Canada's leading brokerages and some of Canada's top financial institutions, including the Royal Bank of Canada and the Canada Imperial Bank
11/09/2022
Chubb Appoints Darryl Page Chief Culture Officer
Global Insurance Industry Leader with Deep Roots in Chubb's Culture Returns to the Company
11/09/2022
Wilmington Trust Unveils Southwest Florida Team: Curt Edwards Named President; Hurricane-Relief Contribution Announced
The team will focus on building Florida's comprehensive Wealth Management offerings for the unique universe of high-net-worth individuals and families, entrepreneurs, business owners, family offices, and foundations & endowments in and around Nap