10/14/2022
Apollo expands into construction physical damage cover
This is another positive move for Apollo as we continue to diversify our group wide offering to achieve our ongoing strategy of profitable growth.
People Moves
10/14/2022
SiriusPoint hires former MD as new CFO
Yendall was most recently managing director at Guy Carpenter, Canada and North America.
10/14/2022
KoinWorks Appoints Global Banking Expert as Chief Financial Officer
Frank Van Deur joins KoinWorks to provide financial access to over 2 million MSMEs
10/14/2022
Synovus Announces Recent Hires and Key Leaders in Corporate & Investment Banking Group
These new leaders will strategically grow client relationships through deeper industry expertise and broader corporate finance and advisory capabilities.
10/13/2022
Financial Advisors Howard Woo and Luke Schell join UBS Wealth Management in Irvine
Howard and Luke are valuable additions to our Irvine office, adding experience, integrity, and collaboration to our existing strong culture of success.
10/13/2022
Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors
Former Envestnet and Pershing Executive and Board Member of Cetera, Orion, Cerity Partners and Vestwell Joins Forces with Docupace to Support Continued Robust Growth
10/13/2022
Dan Hayes Joins Argos Wealth Advisors
In this role, Hayes leads a team responsible for providing clients with proactive, highly personalized advice across investment management, wealth planning and financial services.
10/13/2022
TD Bank Names Chief Operating Officer
Boyle will be responsible for scaling the bank’s operations to support its growth priorities
10/13/2022
Journey Strategic Wealth Welcomes Three New Financial Advisory Teams
Onboarding these diverse advisory teams enables Journey to reach a 50/50 sp
10/12/2022
Barclays Appoints Co-Head of North American Banks in Financial Institutions Group (FIG) Investment Banking
Prior to his CFO role, Mr. Burke was Head of U.S. Depository Investment Banking at RBC Capital Markets.
10/11/2022
Guggenheim Securities Hires Alexander Burpee to Expand Energy Investment Banking Practice
Mr. Burpee joins Guggenheim from Citigroup, where he most recently served as a Director in the North America Upstream Investment Banking team.
10/10/2022
Citi Private Bank appoints new LatAm lending boss
He has more than 24 years’ industry experience, beginning his career in finance with US Bank, where he stayed for six years and joined initially as a trust officer
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
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.