09/02/2022
Weidman steps down from Utah captive division
The UID said that it is very thankful for his diligent work and service to the department during his time and wishes him well in his new ventures.
People Moves
09/02/2022
Porsche Consulting names Gregor Harman head of North American operations
Based in Porsche Consulting Inc.’s Atlanta headquarters, Harman today succeeds BCG alum Jared Feiger, who led the consultancy for a little over a year.
09/01/2022
UBS Private Wealth Recruits Advisor From Wells Fargo
She was formerly with Wells Fargo Clearing Services LLC in San Diego, and according to Wealthminder, manages over $692 million in client assets.
09/01/2022
Bradesco hires advisor to join gatekeeper team
His arrival marks Comodo’s return to Bradesco AM, where he worked between 2016 and 2019 in a similar role.
09/01/2022
Heather Katzenstein Joins Parallel Advisors
Katzenstein to build out Parallel's Trust Services offering.
09/01/2022
Accutech hires fintech veteran to lead trust and wealth business unit
John Watts joined the company this summer as a managing director
08/31/2022
Camden Capital Appoints Dylan Kremer as Co-Chief Investment Officer
Camden Capital provides a holistic approach to wealth management, legacy planning and family office services.
08/30/2022
Dolloff joins First National Wealth Management
First National Bank is an independent community bank with 18 offices in Lincoln, Knox, Waldo, Hancock, Washington, and Penobscot counties.
08/30/2022
Opportune Appoints Daniel Rojo as Managing Director
Mr. Rojo holds an MBA and BA in Economics from Rice University. He is also a FINRA Series 79 and 63 registered representative.
08/30/2022
Summit Bank Welcomes Veteran Portland Banker Jackie Costello
“We are excited to have Jackie join our efforts to help Summit Bank grow our market presence in this community. Her long-time banking career will benefit our entire team and expand our client base,”
08/29/2022
Republic Bank appoints Chief Financial Officer and Chief Financial Officer
Holland will join First Republic from MUFG Union Bank, where he currently serves as the CFO of Union Bank and MUFG Americas and held roles of increasing responsibility over the past 14 years.
08/29/2022
New VP named at Salisbury Bank and Trust
She will work with retail branches and commercial lending departments to support and develop relationships with clients.
08/26/2022
Merrill Lynch WM recruits head of UHNW solutions
Prior to joining Merrill Lynch, Gautier was at Citi for four years where he worked within its cross-asset product strategy unit focusing on derivative-based solutions.
08/25/2022
LBMC Announces Key Talent Acquisitions in High Net Wealth, International Tax
New Leaders from Missouri, Canada aligns with Firm’s Growth and Expansion Efforts
08/25/2022
The Bahnsen Group Expands to Pacific Northwest, Hires Sheppard Wealth Management
New hires are expected to join The Bahnsen Group’s Bend office
08/25/2022
First National Bank Hires Executive Director of Small Business Banking
"Our strong local teams and premium service have made FNB a bank of choice for small businesses throughout our markets,"
08/25/2022
Truist appoints industry veteran as EVP, chief communications officer
Stanzel brings decades of corporate communications, public sector and leadership experience.
08/25/2022
Northern Trust Appoints West Region Wealth Advisor
He is a frequent speaker and has been published extensively in academic and professional journals on estate planning issues.
08/24/2022
Sanctum Wealth appoints Head of Strategic Solutions
The new role will witness him leading the strategic solutions function and focusing on building the platform across private investments and corporate advisory.
08/24/2022
Steward Partners Onboards Newest Wells Fargo Recruit
Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform.