07/25/2022
Truist names head of DEI
Industry veteran tapped to lead bank-wide strategic inclusion and diversity initiatives
People Moves
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.
07/19/2022
BNY Mellon Wealth Management Names New Head of Deposits
Prior to joining BNY Mellon Wealth Management, Brian was at Morgan Stanley for 12 years, where he most recently served as executive director, head of Cash Management & Bank Accounts.
07/19/2022
JPM Private Bank hires Citi LatAm vet for Miami team
He is switching from the sales and product side to work as a private banker covering Brazil for JPM
07/18/2022
Bluespring Wealth Partners Welcomes David Canter as President
RIA Powerhouse Joins Bluespring to Focus on Key Growth Initiatives and M&A Strategy
07/18/2022
M&T Bank Names Dominique Goss Executive Director of M&T Charitable Foundation
Corporate giving leader will ensure foundation supports all M&T communities,focuses on diversity, equity and inclusion
07/15/2022
Fidelity Exec to Join Kestra’s Bluespring Wealth Partners
Canter spent nearly 13 years at Fidelity, where he most recently served as head of the RIA custody business.
07/15/2022
BoA Names Former Prudential Exec for EMEA Top Post
The Reuters report notes that Gill joined the bank in 2020 from Prudential, where he was in charge of the group’s strategy and mergers and acquisitions deals.
07/15/2022
Lincoln Financial Group Names Executive Vice President, Head of Workplace Solutions
Reid joins the company from Versant Health, bringing 30+ years of industry experience Lincoln also names internal leader Ralph Ferraro to head its Retirement business, reporting to Reid
07/15/2022
Principal Financial Group® names Teresa Hassara to lead U.S. workplace retirement business
Hassara began her career in banking after earning her Bachelor of Arts in Political Science from Vanderbilt University and her Master of Business Administration from The Wharton School of the University of Pennsylvania.