05/26/2023
Jefferies boosts Miami wealth team with int'l advisor hire
Eric Anthony Platt, a former fund sales specialist for M&G, was hired by Jefferies this week for a wealth management post in Miami.
People Moves
05/26/2023
Toby Glover appointed CEO of Schroders Wealth US
Toby Glover brings over 14 years of experience in wealth management and previously held senior roles at Cazenove Capital, the UK wealth management arm of Schroders.
05/25/2023
AGF Management Limited Welcomes Ken Tsang as Chief Financial Officer
Industry veteran’s experience will be an asset to the firm’s future needs
05/25/2023
Shultz Group, A Merrill Team With $230M In AUM, Moves To Raymond James
Also a senior vice president, Anderson runs the investments side and said that the relationship with Raymond James would provide Shultz clients with “more robust client models.”
05/25/2023
Sanctuary Continues to Bring in Breakaways
Crescent Harbor Private Wealth is the 32nd Merrill Lynch Breakaway to Join Sanctuary; Sanctuary Affiliated Short Hills, NJ Firm Brings Aboard New Partner
05/24/2023
Goldman Sachs Asset Management Names Co-Head of Public Investing Group
Along with other changes, GSAM announced Tuesday that Greg Calnon will lead the $2.4 trillion business with Ashish Shah.
05/24/2023
ACA Group appoints chief executive
Olson succeeds former CEO Shvetank Shah
05/24/2023
Fifth Third Bank Names South Florida President
Green has spent her career with Fifth Third, having progressed through multiple leadership positions
05/23/2023
Northern Trust Appoints Patrick Cowan Chief Banking Officer for the West Region
Prior to that, Patrick was a partner at Northern Trust on the corporate banking team in Chicago and spent more than 15 years in commercial banking.
05/23/2023
IEQ Capital Strengthens its Family Office with Strategic Hire
Olsson joined IEQ Capital in 2021 to enhance its Family Office offering, and she continues to serve clients from the firm's San Francisco Bay Area office.
05/23/2023
Oakworth Capital Bank Names Leader Over Wealth Management and Advisory Services
Thirty-year veteran, Jason Pokrzywinski, to direct and broaden Oakworth's wealth management platform across all markets.
05/23/2023
Raymond James Hires Amerprise Fla. Team With $475M In AUM
In partnership with Raymond James, the Leeward Financial Group is excited to embark on a new path that allows us to leverage the flexibility of an independent platform
05/23/2023
Harbourfront Wealth Appoints Chief Investment Officer
essier brings extensive due diligence and product development experience across asset classes
05/23/2023
Santander Private Bank hires Citi alts specialist in Miami
Rodolfo Bessa joined the firm this month after exiting Citi in April after five years
05/23/2023
Anne Fitzpatrick Donahue Joins Fiduciary Trust International as Head of New York Office; Paulina Mejia Begins New Role Serving Firm’s Largest Clients
Ms. Donahue Brings 30 Years of Experience to New York Office; Ms. Mejia Will Lea
05/22/2023
Morgan Stanley CEO Stepping Down, Among Last From Era of Great Financial Crisis
Only a handful of CEOs at large U.S banks during the 2008-09 crisis remain in their jobs
05/22/2023
Vontobel Nabs JP Morgan Banker for Latin America
Vontobel is hiring Emilio Muñoz in Geneva to lead the wealth management team for Latin America, it said in an emailed statement Monday.
05/19/2023
Financial Advisors Paul Cuneo & Timothy Denihan join UBS in the Garden City, NY
Paul L. Cuneo joins UBS as a Managing Director and Financial Advisor, bringing nearly four decades of experience working in financial services.
05/19/2023
Comerica Bank Names Jenae Anderson Colorado Market President, Adds Middle Market Banking Team
Comerica has been serving the needs of middle market businesses for more than 174 years
05/19/2023
David Reynolds Named St. Louis Market Leader For PNC Private Bank
Reynolds most recently served as senior vice president and wealth director for PNC Private Bank’s Cincinnati market