09/20/2022
Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth
She’s part of a division that’s a priority for the biggest US bank.
People Moves
09/20/2022
Stephens Investment Banking Expands Health and Life Sciences Capabilities With Two Senior Bankers
Stephens continues to strengthen our offering within Health and Life Sciences
09/20/2022
Merrill Private Wealth Broker with $4.5B Book Launches RIA in San Francisco
Chopra said in a statement that he needed to run his own registered investment advisory firm to provide a multi-family office service model with investment products and services that would have been off limits at major brokerage firms.
09/19/2022
NewEdge Wealth Expands Coast to Coast with Southern California Addition
Mark Ahmed and Justin Reese join the flourishing firm to serve ultra high net worth clients
09/19/2022
Cryptocurrency Exchange Gemini Names Insider as Compliance Chief
Christopher Mariadason’s promotion is the latest change in the company’s risk and compliance team in recent months
09/16/2022
Fengate appoints Chief Financial Officer
As a leader at Fengate and within her industry, Nina is a mentor for many at her firm and within the financial and infrastructure sectors.
09/16/2022
SS&C Aligns Global Fund Administration and Servicing under the SS&C GlobeOp Brand and Appoints Bhagesh Malde to Lead Next Phase of Growth
The new group will continue to operate as SS&C GlobeOp and brings together SS&C's hedge fund administration, private markets administration, middle office, and insurance global servicing capabilities.
09/15/2022
Merrill Plugs Management Gaps in TX and NJ, Loses Group to Morgan Stanley
He graduated from Merrill’s Market Executive Leadership Academy and had been associate market manager in Boston since August 2021.
09/15/2022
SVB Financial Group Appoints Board of Directors
King will also serve on the board’s Compensation and Human Capital Committee.
09/14/2022
STP Investment Services welcomes as new president
Houlihan was also instrumental in growing Northern Trust’s front, middle and back-office businesses for asset managers and owners.
09/14/2022
Mark Redman Joins Stellex Capital Management as a Managing Partner Alongside the Two Founders and Will Oversee the Firm’s European Operations
Based in Stellex’s London office, he will work with the Firm’s existing European investment team to further expand its investment activities and profile in the region.
09/13/2022
Glenmede Appoints Wealth Advisor
Ms. Becker Joins Glenmede with Deep Expertise in Legal and Estate Planning
09/12/2022
Lazard appoints Managing Director and Vice Chairman of U.S. Investment Banking
He will collaborate with the Capital Markets Advisory Group, and Restructuring and Capital Solutions Group, to best serve corporate and financial sponsor clients.
09/12/2022
LCR Capital Hires Nadine Orosa in Dubai
She joins LCR from Sanctuary Services and RIF Trust/ Latitude
09/09/2022
Financial Services Veteran Joins Sanctuary Wealth as Chief Investment Strategist
Widely respected former BofA Merrill Research leader brings additional fiduciary support and investment insight to Sanctuary advisors and their clients
09/09/2022
Rockefeller Capital Management appoints Head of Strategy
He will be a member of Rockefeller’s Management Committee
09/09/2022
INSTANDA appoints Chief Financial Officer
She will be responsible for optimising the business, developing finance and business strategies that further strengthen INSTANDA’s growth, and partnering with the company’s management team
09/09/2022
Burns & Wilcox promotes trio of executives
Evan Hudson, senior commercial underwriter, is promoted to commercial manager, contract/binding markets, where he leads contract binding relationships for the San Francisco office.
09/09/2022
MAI Capital Management Taps Colter Lewis to Grow Its National Wealth Management Platform
As President of Wealth Management, Lewis will support MAI’s continued national expansion and ongoing delivery of comprehensive wealth management services
09/09/2022
Vestmark Expands Leadership Team, Naming CEO
Roessner will work closely with Mike Blundin, newly named President and COO, to drive the company's growth and help lead the wealth management industry into the future.