11/30/2022
Glenmede Announces Changes to Private Wealth Leadership
Mr. Melcher is an industry recognized thought and practice leader and is currently Chair of the UHNW Institute Advisory Board.
People Moves
11/30/2022
Nicola Wealth Announces Expansion of Institutional Offering
Nicola Wealth brings its strategic pension-style investment approach to institutions, foundations, and family offices through its new Multi-Asset Portfolio Solutions platform.
11/30/2022
Broadridge's LTX® Announces Leadership Transitions, Jim Kwiatkowski Named CEO of LTX
Mr. Kwiatkowski is an industry veteran, having spent more than 20 years in the electronic trading industry.
11/30/2022
Oppenheimer Announces Senior Hire Within Financial Institutions Group
Rabi Karki joined the Investment Banking Financial Institutions Group as Head of Asset Management & Wealth Management (EMEA)
11/30/2022
BankiFi appoints chairman of North American operations
Dumas has more than 30 years of experience in finance and financial technology.
11/29/2022
REAL Messenger Welcomes New Chief Data Officer Kamal Shaik
Former director of data products and programs at Meta offers data science and artificial intelligence expertise to REAL’s team to enhance the social app experience
11/29/2022
Chubb Appoints Lyndsey Christofer Real Estate & Hospitality Industry Practice Leader
In her new role, she will also oversee Chubb's primary casualty line of business for large account REH clients, which include building owners, property managers, global real estate firms and investors, REITS and hotel owners, operators and brands.
11/29/2022
Apollo Names Shawn T. Wooden Chief Public Pension Strategist and Partner
He spent 21 years as an investment attorney with a focus on public pension plans.
11/28/2022
Sompo appoints new head of North America Region claims
Bronstein will report to Chris Sparro, chief executive officer of Sompo International, North America.
11/25/2022
Pleo appoints former Monzo executive Meri Williams as new CTO
Williams’ appointment follows that of Abigail Slater who joined from American Express to become Pleo’s new head of operations in the UK&I in October.
11/25/2022
Grant Thornton announces five additions to senior leadership team
Grant Thornton US, the seventh-largest accounting and consulting firm in the country, has elevated five people to its senior leadership team.
11/22/2022
Camden National adds two senior advisors to wealth management team
Rachael Billings is a certified trust and fiduciary advisor who was employed by Bangor Savings Bank as a wealth relationship manager.
11/22/2022
New bosses at Morgan Stanley Wealth Management
The role’s gone to Mattew Nicholls and Rebecca Hill, who have been with the bank for 15 years and 5 years respectively.
11/22/2022
Avidian Wealth Solutions Welcomes Highly Credentialed Wealth Manager, Jared Kenney Share Article
Kenney joins the team at Avidian Wealth Solutions with more than 16 years of financial services experience
11/22/2022
Harbourfront Wealth welcomes SVP of Corporate Development
Coby Bucci, one of Canada's early ESG analysts, tapped to improve advisor-business experience and procedures for ethical investment
11/21/2022
Marc Dizard Named Chief Investment Strategist of PNC Asset Management Group
Dizard is a graduate of Ohio State University.
11/21/2022
M&T Bank Names Sam Bluso as Head of Institutional Real Estate
Bluso brings more than two decades of experience to newly created Institutional Real Estate Group
11/18/2022
Ritholtz Wealth Management Appoints Industry Veteran as President
Vanguard veteran's executive leadership will allow founding partners Josh, Barry, Kris and Michael to focus squarely on their core competencies
11/18/2022
Anthony Stanek Joins Investors Preferred Amid Growth Initiative
Anthony brings deep knowledge of our unique space in the insurance industry
11/17/2022
Wealthspire Advisors Names Jonathan Connolly Head of Trust Services
Connolly will drive growth for Wealthspire by delivering trusts and estates solutions to ultra-high-net-worth families and family offices