07/28/2022
Summit Financial announces team expansion
Wealth advisory firm hires two employees as part of strategic growth plan
People Moves
07/27/2022
BNY Mellon Wealth Management Names Mid-Atlantic Regional President
Prior to joining BNY Mellon Wealth Management, Laura was at Glenmede, an investment and wealth management firm serving institutions and individuals, for more than 25 years.
07/26/2022
Ryan Detrick Joins Carson Group from LPL
Carson taps former LPL market strategist to advance its investment platform and research capabilities.
07/26/2022
Former Miami wealth shop CEO joins Bolton in senior role
The independent broker-dealer and RIA confirmed that Butnaru joined this week after spending the previous 10 years as chief executive officer of Boreal Capital Management’s business in Miami.
07/26/2022
Participant Capital Names Eli Neusner Managing Director, Head of U.S. Investor Relations
"Eli brings extensive investor relations, capital raising, communications and client relationship management experience to the firm,"
07/26/2022
AIG Names Executive Vice President, Reinsurance Purchasing and Risk Capital Optimization
He was a member of the senior management team of Benfield Group.
07/25/2022
Janus Henderson Appoints New Global Data Management Leader
Janus Henderson recognizes that as an active manager data is the lifeblood of its business, particularly for a global firm navigating complex regulatory requirements, so strong leadership in data management is essential.
07/25/2022
Exclusive Deutsche Bank's investment banking coverage chief to depart
Global co-head of mergers & acquisitions (M&A) Bruce Evans will now oversee investment banking coverage and advisory for the Americas at Deutsche Bank.
07/25/2022
Truist names head of DEI
Industry veteran tapped to lead bank-wide strategic inclusion and diversity initiatives
07/22/2022
Merrill Private Wealth Lassoes Citi Private Banker Managing $300M in Dallas
The lead brokers of the T&G team—Melissa Transier and Chris W. Green—had joined Merrill in 2009 from Citigroup Global Markets, according to their Brokercheck reports.
07/22/2022
Miller appoints Paul Jacobs and Steve Quick to new Rural team
“Paul and Steve both have extensive experience advising and supporting landowners, while the high-touch service and bespoke approach needed for complex clients in this space is a natural fit with Miller’s strengths.”
07/21/2022
Two gatekeepers leave RBC's manager research team
Two gatekeepers have left the RBC Global Wealth Management manager research team in the last month.
07/21/2022
Mary Katherine DuBose Named Head of Wells Fargo’s Asset-Based Lending & Leasing Businesses
In this role, DuBose leads key lending divisions for Commercial Banking, delivering streamlined, efficient working capital solutions to serve the needs of clients globally.
07/21/2022
State Street Appoints New Global Chief Marketing Officer
Brenda Tsai brings more than 27 years of marketing leadership experience to one of the world’s largest investment servicing and investment management firms
07/21/2022
BNY Mellon Wealth Management Names Senior Client Strategist in Boston
Rob works with ultra-high-net-worth families, business owners, corporate executives
07/20/2022
NewEdge Wealth Expands Business Development Team in Response to Advisor Demand
Industry veteran Jason Catlender will help firm recruit ultra high net worth advisors
07/20/2022
Former Citi PB market manager named alts firm CEO
Prior to moving to Vila Rica, Chicayban was Citi Private Bank’s global market manager for the New York area where he oversaw a team of around 60 advisors.
07/20/2022
ABA appoints new head of Office of Innovation
“Since arriving at ABA, Brooke has impressed all of us with her understanding of the banking innovation marketplace and the challenges banks face in staying on the cutting edge,”
07/20/2022
Guggenheim Securities Expands Technology Investment Banking Practice With the Addition of Will Eide
Mr. Eide joins Guggenheim from Houlihan Lokey, where he was responsible for the firm’s investment banking coverage of the legal, regulatory and compliance technology sectors.
07/19/2022
Snowden Lane Adds $180M Fieldpoint Advisor to Leadership Team
Former Fieldpoint Private Managing Director Tom Hakala joins Snowden Lane’s NYC headquarters.