12/21/2022
Burnham Gibson Wealth Advisors, LLC Hires Financial Advisor Doug Igel
Doug brings over 20 years of corporate retirement plan consulting experience, specifically in the Southern California region.
People Moves
12/20/2022
Financial Advisor joins UBS in Newport Beach
Garth joins UBS from Wells Fargo where he served as a Financial Advisor in Orange County for more than 11 years.
12/20/2022
Comerica Bank Promotes LaToya Rowell to National Community Affairs Manager
The Network for Teaching Entrepreneurship South Region named Comerica Bank as its 2022 Corporate Volunteer of the Year, a partnership under Rowell's leadership.
12/16/2022
Cambridge Trust Announces Promotions and Retirement
Bank highlights new executive leadership
12/16/2022
Macquarie Capital expands its infrastructure and energy team in Latin America, naming Kevin Nobels Managing Director
Macquarie Capital has been active in Latin America for the last two decades, providing advanced technical knowledge and flexible capital solutions to help clients and partners create sustainable, connected and resilient infrastructure assets.
12/16/2022
M&T Bank Corporation Announces Key Leadership Changes
Daryl Bible to join as Chief Financial Officer Darren King and Chris Kay to assume expanded responsibilities
12/16/2022
Chubb Appoints Global Climate Officer and Executive Director
Climate Specialist, Environmental Lawyer, Thought Leader on Sustainability and Evolving Climate Risks Joins Company
12/15/2022
Avidian Wealth Solutions appoints Wealth Advisor
McGinness strengthens Avidian’s people-centric approach to wealth management with his diverse set of experiences for high-net-worth clients.
12/15/2022
WTW appoints Evan Freely as new Global Head of Financial Solutions
In today’s uncertain economic environment, clients increasingly seek financial solutions for their credit
12/15/2022
LPL Financial Continues to Expand Investment Research Team With New Head of Model Portfolio Management
Firm taps proven executive with 25+ years of international portfolio management experience
12/15/2022
Concord Asset Management Names Chief Investment Officer
In his new role, Aiken will oversee CAM's investment strategies, including macroeconomic analysis, asset allocation, security selection, and trading and investment operations.
12/12/2022
Blackrock's Larry Fink Forced to Run a Sustainability Gauntlet
Blackrock, the world's largest investment manager, is emblematic of the challenges many are facing, with many believing that it isn't doing anything right by anybody.
12/12/2022
Andersen to Promote Twenty-Three Managing Directors in 2023
These leaders consistently demonstrate both stewardship and excellence in their work with our clients and our people,” said U.S. Country Managing Director, Dan DePaoli.
12/12/2022
Balentine Makes Key Promotions to Bolster Service Offerings
Leading wealth management firm promotes veteran employees to chief investment officer, head of institutional relationships, and head of client experience to create a strong foundation for its continued rapid growth.
12/09/2022
Anne Nolen Joins Fiduciary Trust as Chief People Officer
Nolen to oversee talent acquisition, diversity, equity and inclusion, and human resources management
12/09/2022
Evan Sowers to Head Up Riverview Trust Company
Evan has more than 22 years of experience working in finance, trusts and investments, as well as consumer, small business and commercial banking.
12/08/2022
Bank of America Adds Managing Director, Family Office Strategist
In the newly created role, Harsh Agarwal will deliver family office solutions to ultra-high-net-worth families in partnership with private bank-private client advisors and client teams.
12/08/2022
Barclays appoints Jim Rossman as Global Head of Shareholder Advisory
Mr. Rossman joins Barclays from Lazard, where he was global head of the Shareholder Advisory group, which he founded in 2013, and also served as the head of the renewable energy team in the Power, Energy & Infrastructure group.
12/08/2022
BOK Financial wealth management division names new chief operating officer
BOK Financial Corporation is a $45 billion regional financial services company headquartered in Tulsa, Oklahoma with $96 billion in assets under management and administration.
12/08/2022
BNP Paribas Appoints Senior Executives to Global Markets Americas Platform
Mr. Hanisch joins BNP Paribas following two years on the buy-side at Hayfin Capital Management prior to which he was at Deutsche Bank for 12 years, most recently as Global Head of Securitized Products Trading.