08/15/2023
Former Wells Fargo private bank execs gather assets at new firm
Jack Ginter was the president of Wells Fargo's private bank until he left in 2021.
People Moves
08/15/2023
PayPal names Intuit exec Alex Chriss CEO
Says Chriss: "I am proud to take the baton from Dan and thrilled to have the opportunity to work with PayPal's talented and committed team."
08/15/2023
JPMorgan hires two bankers from Credit Suisse’s infra team
The hires indicate JPMorgan’s local outpost, now led by seasoned infrastructure banker Julian Peck, is keen to ramp up its presence in infrastructure deals.
08/15/2023
Abacus Life appoints chief revenue officer
Abacus Life has chosen Seth Miller to be its chief revenue officer.
08/15/2023
Apex Group appoints US Country Head
Shaw will work closely Apex Group’s experienced regional leadership team
08/15/2023
Darren L. Colananni Named Partner at Centurion Wealth Management
The firm looks forward to the valuable leadership Darren will contribute to their ongoing growth in 2023.
08/15/2023
Jordy Chilcott joins Manulife Investment Management
Plus, other people moves across the financial industry
08/14/2023
JP Morgan Private Bank Welcomes Former Credit Suisse Veteran
He has taken up the position of Executive Director at the American bank's Singapore base.
08/14/2023
Rockefeller Global Family Office Welcomes Angela Mwanza, Jordan Powell and Team, Further Expanding Firm’s New York Presence
Mwanza and Powell are joined by Private Advisor Mimi Kuo-Chin Shih.
08/14/2023
Morgan Stanley report shows massive push to recruit diverse students
Hiring diverse students looks like the easiest way of doing this.
08/11/2023
Principal Asset Management Welcomes Goldman Sachs Veteran as New Global Fixed Income Head
His responsibilities will also extend to the enhancement of Principal’s multi-sector fixed income investment strategies, aiming to fulfill individual investor goals.
08/11/2023
UBS Hires $640 Million Advisor Team in Pepper Pike, Ohio
The team is also joined by Client Associates, Lisa Moavero and Alona Porat.
08/11/2023
Myron Kwong Named Executive Director for J.P. Morgan Private Bank in Las Vegas
He draws from his institutional and investment banking background to help build legacies for the next generation.
08/11/2023
Dynamic Welcomes 5 New Wealth Advisory Practices in the First Half of 2023
Expands U.S. Network, Serving More than $4 Billion of Client Assets as of August 2023
08/11/2023
Grant Thornton appoints new leaders to its Audit Quality & Risk leadership team
Kendra Decker and Graham Dyer to help drive firm’s continued commitment to audit quality
08/11/2023
Flagstar Bank, N.A. Hires Michele Celestino to Lead Private Banking Expansion into Florida
In her new role, Michele will be responsible for hiring and client acquisitions for the private banking group in the region.
08/10/2023
Wealth Enhancement Group Adds New Leadership, Leads Industry as Top Acquirer, and Experiences Record Growth
With these additions, clients will benefit from a more robust and personalized service offering, while advisors gain a stronger platform for growth.
08/10/2023
Corvid Peak Expands Asset Management Platform
Hires Coherence Team of industry veterans, led by Salvatore Naro, with 35+ years credit experience
08/09/2023
Veritas Legacy Wealth Launches With Support From LPL Financial
They join LPL from Merrill Lynch.
08/09/2023
Cerity Partners Hires Jeffrey LeSage to Augment In-House Tax Talent
Cerity Partners taps the KPMG tax veteran to source new talent, with a focus on adding CPA professionals, and contribute to international expansion efforts.