03/10/2023
Heritage Appoints Paul Whiting to Board of Directors
Whiting brings decades of public company experience
People Moves
03/09/2023
IQ-EQ appoints new Global Head of Private and Institutional Asset Owners
Previously, Ilias was Global Head of Relationship Management, Sales and Marketing at Alter Domus
03/09/2023
TD Bank Group Announces Senior Executive Team Appointments
Her strong knowledge of market opportunities and the competitive operating environment will help drive the next phase of growth for both the Canadian Business Bank and our customers.
03/09/2023
John Jonson Joins Ionic Partners as Principal, Capital Formation
Ionic Partners, a pioneer in investing in and operating Second Chasm software companies, announces the appointment of John Jonson as Principal, Capital Formation.
03/08/2023
Senior Credit Suisse LatAm private banker departs Zurich office
Arlene Schuchard Steffen was catering to clients in Mexico.
03/08/2023
Nicolas Burnet joins Sompo International as Chief Financial Officer
Mr. Burnet takes over from Michael McGuire
03/08/2023
Barbara Ziegler and Tim Quagliarello Join Franklin Templeton as Client Advisors, US Institutional
Barbara and Tim bring a wealth of expertise and experience in helping institutional investors
03/07/2023
NewEdge Wealth Continues Strategic Growth, Names Hunter Gehring as Principal
Arkansas-based advisor joins firm, expanding nationwide presence
03/07/2023
Noted Financial Advisors Join Insigneo From Morgan Stanley
International wealth management firm continues to add leading financial advisors to meet a growing demand for its services
03/07/2023
Solomon Partners Launches Technology Investment Banking Group With Hiring of Joseph Watson
Creating and building out Solomon’s tenth vertical is part of the firm’s mission to continue to strategically expand and diversify its platform.
03/07/2023
FLX Networks Names Industry Vets To Advisory Board
“With their distinguished and distinct backgrounds, both Kimberly and Brett bring the varied expertise necessary to realize our mission.
03/06/2023
Six-Member Wealth Management Team Joins First Republic
They share First Republic’s commitment to exceptional client service.
03/06/2023
Three Wells Fargo Teams Managing $1.45 Bln Combined Join Forces at LPL in NC
The three teams, who moved on March 2 and had generated $10.5 million in revenue at Wells
03/03/2023
Fieldpoint Private Adds Two Executives to Key Leadership Roles
Bank promotes industry veterans to Chief Banking Officer and Chief Innovation Officer
03/03/2023
Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner
Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
03/03/2023
MetLife Names Head of U.S. Group Service and Operations
Carr joins MetLife from Bank of America
03/03/2023
Chubb Appoints Executive Vice President, North America Financial Lines Management Liability
The appointment is effective immediately.
03/03/2023
Inspired appoints new independent non-executive director to its board
He is a non-executive director of Water Babies Group Limited and is chairman of Hurtwood Capital Limited, a private family office with interests in the real estate and media sectors.
03/03/2023
Mercury Capital Advisors Makes Senior Hire in its Secondary Advisory Team
This follows the hire of Vik Salh who joined the Secondary Advisory team as a Vice President last year in New York.
03/02/2023
UBS Hires $640 Million Advisor Team in Sarasota, FL
Together with their six-person team, Mariash Lowther Wealth Management, they manage nearly $640 million in client assets for ultra-high net worth individuals and families.