06/28/2023
New senior risk director at The Related Group
He joined the company as risk manager in May 2017 before being promoted in March 2021, also in the Miami/Fort Lauderdale Area.
People Moves
06/27/2023
Financial Advisors Mark Alibrandi and Stephen Alibrandi Join UBS Private Wealth in Boston
Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.
06/27/2023
Goldman Sachs taps former Bank of America executive Tom Montag for board
Montag, described by his peers as a hard-charging executive, was formerly a partner at Goldman Sachs and jointly led its securities division until late 2007. He was at the bank for 22 years.
06/26/2023
Daniel Lykken Joins American Business Bank as Regional Executive Vice President of the San Fernando Valley Office
“This region is a market anticipated for growth, and our bankers are energized to continue efforts to partner with the best businesses in the San Fernando Valley”
06/26/2023
JP Morgan Chase appoints new chief data and analytics officer
In her new role, Heitsenrether will be responsible for leading the adoption of artificial intelligence (AI) across the bank’s operations.
06/26/2023
Manulife Investment Management names next CIO, Public Markets
Incoming leader to take over from asset management veteran as part of year-long transition plan
06/26/2023
Goldman Sachs Unloads Managing Directors
Goldman Sachs has seen at least three founds of job cuts in less than a year
06/23/2023
Chubb Appoints Chief Operating Officer of Global Reinsurance
The appointment is effective immediately.
06/23/2023
Billionaire-Owned EdTech Firm Byju’s Faces Yet Another Crisis As Deloitte Resigns As Auditor
This comprehensive audit coverage will provide a holistic view of Byju's financial performance and ensure transparency across the organization.
06/23/2023
UMB announces the addition of former State Street executive to Investment Managers Series Trust board
James “Jim” Ross brings over three decades of fund industry experience to trustee board
06/23/2023
A Tesla layoffs timeline of job cuts and hiring freezes
In early 2019, Tesla laid off 7% of its staff in its second round of layoffs in just seven months.
06/22/2023
GoLogiq Appoints Hunter Gaylor as President and COO
Gaylor to Lead Company Global Expansion Through Organic Growth and Strategic Acquisitions
06/22/2023
Visa appoints new chief financial officer
Chris Suh’s appointment comes seven months after the payments giant brought on a new CEO.
06/22/2023
IQ-EQ names Judy Wang CFO for the Americas
She will be joining the organisation's newly expanded Americas operation on the heels of its September 2022 acquisition of JGM Fund Services
06/22/2023
Stratos Wealth Advisors Welcomes Investment advisor Robert Hamer with over $250Million in client assets
Hamer joins Stratos from Asset Management Group, Ltd. where he was a managing director since 2016.
06/22/2023
Financial Gravity Welcomes New Family Office Director Ray Rathel
As a Family Office Director, Ray is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan.
06/21/2023
Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team
He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.
06/21/2023
Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla
Gregg and Jason are joined by Client Service Associate Saba Lak.
06/21/2023
Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston
She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.
06/21/2023
Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor
She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.