07/26/2023
Homrich Berg Taps Ex-J.P. Morgan Private Banker for Director Role
Lauren Vick Burthey started her role as a director for Homrich Berg’s family office division in June.
People Moves
07/25/2023
Scotiabank appoints RBC executive to head global wealth management unit
Allard joins from Royal Bank of Canada, Canada's biggest bank, where she led the mortgage, unsecured lending and automotive businesses in addition to the bank's Caribbean banking and U.S. cross-border banking business.
07/25/2023
Citizens Names Head of Citizens Private Bank
She will report directly to Brendan Coughlin, Vice Chairman and Head of Consumer Banking.
07/25/2023
Former Credit Suisse LatAm private banker joins JPM Miami biz
Adolfo Acebras Alva has joined JPM's unit covering Mexico, with its market head aiming to recruit up to a dozen advisors for her team this year.
07/25/2023
Barclays appoints Head of Investment Banking for Mexico
He joins Barclays from Bank of America, where he was Head of Mexico Investment Banking from 2017.
07/25/2023
Barclays announces Spyros Svoronos as Global Co-Head of Industrials in Investment Banking
Mr. Svoronos joins as Global Co-Head of Industrials alongside John Lange; appointment strengthens Barclays’ global team in this important sector.
07/25/2023
Morgan Stanley hires Kagan from Citi for structured M&A
A number of Wall Street banks have investment banking teams that work on so-called structured deals, which include corporate restructuring transactions such as corporate carveouts and spin-outs.
07/24/2023
Goldman Sachs CEO David Solomon brings ally Thomas Montag on board of directors
Montag left Goldman Sachs to join Merrill Lynch in 2008, which was then taken over by Bank of America during the throes of the financial crisis.
07/24/2023
Broadridge appoints President, Canada
Broadridge has been an important provider of technology and services to the Canadian financial services industry for over 30 years.
07/24/2023
Paul Black II, Leslie Hammond, Kelly Maxwell and Alan Patterson join Coastal States Bank's Commercial Banking Team in Atlanta
Kelly Maxwell brings 30 years of experience to her position as Senior Vice President, Commercial Banker and will provide lending, deposit and treasury management solutions to business customers in the Atlanta area.
07/24/2023
Homrich Berg Expands Family Office Division With the Addition of Lauren Vick Burthey as Director
Burthey brings more than a decade of experience across wealth management, recruiting and consulting
07/24/2023
Lightyear Capital adds Tom Naratil as Operating Partner
Will Support Growth and Investment in Wealth Management and Financial Services
07/24/2023
Scotiabank Announces the Appointment of Glen Gowland to Vice Chair and Jacqui Allard to Group Head
Jacqui Allard will assume the role of Deputy Head, Global Wealth Management on September 1, 2023, reporting to Glen Gowland
07/21/2023
Janus Henderson is Excited to Announce New Hires to its Equities Team
Returning to Janus Henderson, the firm is delighted to welcome Marc Pinto back as Head of Americas Equities.
07/21/2023
Thomas Montag Joins Goldman Sachs Board of Directors
Mr. Montag will also become a member of each of the Board’s Audit, Governance and Risk Committees.
07/21/2023
Boston Omaha Asset Management Announces Managing Director
Sydney arrives at Boston Omaha Asset Management after an accomplished career in the finance industry.
07/21/2023
Flagstar Bank hires six First Republic teams to expand private banking
Citizens Financial Group (CFG.N) recently added 50 new senior private bankers and another 100 support staff in Boston, Florida, New York and San Francisco, mostly from First Republic.
07/21/2023
Macquarie Capital names advisory veteran Joseph Gatto as Senior Advisor – Global Consumer and Retail
In 2019, Mr. Gatto founded Orient Point Partners, focused on strategic advisory and principal investments in consumer wellness working with corporations, private equity, venture capital firms and founder-led enterprises.
07/21/2023
State Bank announces new chief wealth management officer
Mason resides near Lima with her husband, Todd, and has five children and 10 grandchildren.
07/20/2023
Kelly Johnston returns to Mechanics Bank to lead Wealth Management unit
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert