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.
People Moves
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.
08/08/2023
RBC snatches $1.1B team from UBS
The team will now head up RBC's new office in Columbus, Ohio.
08/08/2023
GSAM’s Head of Global Pensions Departs for Principal Asset Management
Michael Goosay’s decision to leave follows a number of other departures from Goldman Sachs.
08/08/2023
Michael Goosay joins Principal® as managing director of global fixed income
Industry leader will oversee multi-sector suite of fixed income strategies and solutions
08/08/2023
BNP Paribas Appoints Matt O’Connor Head and Annabella Espina COO of its Miami Office
The team will transition into their new roles over the next several months
08/07/2023
Rothschild & Co hires Alex Mironov and Matthew O’Donnell as Managing Directors in North America
Senior hires bolster the firm’s Healthcare team in the Northeast region of the United States
08/07/2023
Wells Fargo hires Credit Suisse veteran as head of financial sponsors
At Wells Fargo, Price will jointly report to Tim O'Hara, head of banking and Scott Warrender, head of coverage within the banking unit.
08/04/2023
Ex-JPMorgan Executive Garcia Joins Azura in US Wealth Push
Jerry Garcia previously helped lead JPMorgan’s private bank for Latin America.
08/04/2023
Wealth adviser joins Grinnell Wealth Management
She enjoys digging deep into the complexities that small businesses face such as retirement plans, tax-efficient strategies, and succession planning.
08/04/2023
Stifel adds new flagship offices and $673M AUM with three advisory teams
The firm's new additions boost its total assets under management to more than $6.5B.
08/04/2023
Gregg Marano | Merrill Lynch Wealth Management
He was named to the Forbes “Best-in-State Wealth Advisors” list in 2019 and 2023.
08/04/2023
WTW names practice leader, personal lines for Canada
She takes on the new role with over 20 years of experience