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People Moves

10/24/2022

SVB Securities Continues Growth of Technology Investment Banking Team with Addition of Roger Knight

SVB Securities has built a prestigious reputation serving clients across the innovation economy," said Knight. "I'm looking forward to joining this accomplished team of investment bankers and continuing to deliver strong results for our cli

10/20/2022

Former Goldman Sachs Exec Named President Of Mercer Advisors

He is expected to lead continued development of the Mercer Advisors platform.

10/20/2022

Alvarez & Marsal Global Transaction Advisory Group Extends Software and Technology Sector Expertise By Appointing Managing Director

Mr. Hassan's joining furthers A&M's ability to support clients' software and technology transactions.

10/20/2022

Private Advisor Group President to Succeed RJ Moore as CEO

Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.

10/19/2022

Northern Trust Asset Management Names Head of Global Macro for Fixed Income

Antulio Bomfim, Veteran Fed Economist With Industry Experience Assumes Newly Created Position

10/19/2022

Chubb Appoints Bill Hazelton Head of North America Industry Practices

Newly created role to focus on providing expansive industry-focused offerings across targeted practices in North America

10/19/2022

CIBC Names Former Trudeau Finance Minister Morneau to Board

Morneau served as Trudeau’s finance chief after the Liberal Party swept to power in 2015.

10/18/2022

Citizens Hires a NYC Metro Market Executive

Citizens is a trusted strategic and financial partner, consistently delivering clear and objective advice.

10/18/2022

Wealth Management Team Led by Paul Vasady-Kovacs Joins First Republic

Vasady-Kovacs has more than 22 years of wealth management experience

10/18/2022

Canopius Hires Liberty Mutual’s Johnson as CUO U.S. and Bermuda

Johnson will report to both Lisa Davis, chief executive, Canopius US and Bermuda, and Mike Duffy, Canopius group chief underwriting officer.

10/17/2022

JPM PM steps off global macro team amid investment changes

Virginia Martin Heriz will no longer serve as PM on three funds run by the global macro team.

10/17/2022

Wells Fargo Investment Solutions Names George Rusnak to lead Managed Solutions & Investment Implementation team

Rusnak will be responsible for the Equity Optimization, Fixed Income Strategy, Social Impact Investing, and Option Strategies teams.

10/17/2022

Everest appoints head of A&H for North America

Prior to joining Everest, Austin served as head of AIG’s North American A&H business where he oversaw the entire portfolio.

10/14/2022

SVB Financial Parts Ways with Private Wealth Head DeChellis

The reason was not immediately clear, but the source said it may have followed questions about his trades in corporate stock.

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.

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

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