10/10/2022
Pantheon expands global private wealth platform with key hires in Europe and US
Seasoned professionals enhance capacity to meet increasing investor demand across Pantheon’s growing suite of private wealth investment vehicles
People Moves
10/10/2022
State Street Appoints New Global Chief Compliance Officer
Yvette Hollingsworth Clark brings financial services expertise and extensive compliance and risk management experience
10/07/2022
$215 million advisor team joins UBS in New York City
They join UBS’s New York City Central Wealth Management Market, which is led by Dan Shepler, and will be based in the firm’s 299 Park Avenue office, managed by Elizabeth Sieghardt.
10/07/2022
MAI Capital Management Adds New Advisor in Florida Market
J.D. Loden joins as Senior Wealth Advisor and strengthens the firm’s presence in the southeast
10/07/2022
Financial Harvest Wealth Advisors Announces the Addition of Operations Specialist
Before joining Financial Harvest Wealth Advisors, Alex served clients in the banking industry as a Commercial Underwriter and Relationship Manager
10/07/2022
Signature Bank Expands Into Nevada With Appointment of Bankers and Opening of Reno Private Client Banking Office
Further Expansion of West Coast Operations Brings Total California and Nevada Banking Teams to 35, Led by 56 Bankers
10/06/2022
Private Wealth Advisor Ben Flaim Joins UBS in Boston
He joins the UBS Northeast Private Wealth market, managed by Julie Fox, and reports to Boston PWM Complex Director Maxwell Bardeen.
10/06/2022
BlackRock appoints new chief financial officer
As Martin steps into this new role as CFO, BlackRock and our shareholders will benefit from his broad understanding of the firm, sharp intellect and years of experience working with our clients in charting the path forward.
10/06/2022
Pictet poaches LatAm private banking trio from rivals
For its Zurich office, the group has recruited Marcos Costantini and José Merced Gómez Mérigo, who have joined from Credit Suisse and UBS, respectively.
10/06/2022
CME Group Appoints New Global Heads for Equity Index and Cryptocurrency Businesses
Woolman and Vicioso will report to Tim McCourt, who previously led both business lines and was recently named to the CME Group management team as Global Head of Equity and FX Products.
10/06/2022
Stephen Hiscott joins Biome as Chief Revenue Officer
Health care leader brings more than a decade of senior leadership experience and a track record of growth in serving hospitals and health systems.
10/06/2022
Matt Toms appointed first global chief investment officer of Voya Investment Management
New structure will leverage the existing and experienced portfolio management talent across Voya IM
10/06/2022
Bayer Names New U.S. General Counsel Beginning January 2023
Scott Partridge Will Leave Bayer, One of the Country’s Leading Life-Sciences Companies, to Focus on Dispute Resolution
10/06/2022
FGC Health Names Chief Digital Officer, Expands Focus on Technology to Transform Health Services
Healthcare industry veteran to oversee digital solutions acceleration
10/06/2022
Amazon to hire 150,000 workers ahead of holiday season
The wage hike would likely help the company attract and retain workers in a tightening U.S. labor market as the peak season for gifting approaches.
10/05/2022
Rothschild & Co appoints Managing Director in North America
Senior hire enhances the firm’s Media & Telecom team in New York and further expands the Global Advisory business in North America
10/05/2022
Pimco adds Ivascyn to $60bn Total Return fund as Mather takes leave
NEW YORK: Scott Mather is taking a leave of absence, prompting changes to a number of funds, including the Total Return fund.
10/05/2022
Matt Toms appointed first global chief investment officer of Voya Investment Management
New structure will leverage the existing and experienced portfolio management talent across Voya IM
10/05/2022
EF Hutton Expands Healthcare Investment Banking Division with Addition of Senior Leadership
The addition of Mr. O’Neill and Mr. Terranova comes after EF Hutton recently expanded its footprint in healthcare equity research with the hiring of Michael G. King, Jr. as Managing Director and Head of Healthcare Equity Research.
10/04/2022
Harbourfront names new SVP of Strategy and Advisor Services
Kim Thompson spearheads team that will assist in the following growth phase