09/30/2022
$420 million advisor team joins UBS in Georgia
The team is led by Financial Advisors Todd Emily and Ashley Carney, and will be based in a new branch office location in Athens, GA.
People Moves
09/29/2022
Wealth Enhancement Group Grows by Adding Bohmer Kilcoyne Wealth Management, a Hybrid RIA with $677 Million in Client Assets
This Addition Brings Wealth Enhancement Group's Total Client Assets to More Than $57.3 Billion.
09/29/2022
CapStar Announces R. Chuck Hunt as SVP, Correspondent Banking Relationship Manager
Chuck earned his bachelor’s degree from the University of North Alabama and is a graduate of the prestigious LSU School of Banking.
09/29/2022
Brookline Bank names Hingham resident David A. Bourret "Senior Vice President"
A long-time resident of Hingham, MA, Bourret holds a bachelor’s degree of science in finance from Boston College.
09/29/2022
Sound Point Capital Management Hires Merrill Martin from CSAM for Independent Wealth Channels
“Merrill’s experience and understanding of the market will significantly increase Sound Point’s ability to raise assets within the independent wealth community and we are excited to have him join us,”
09/29/2022
Cetera Welcomes $3 Billion AUA Burrows Capital Advisors Team
Texas-based team focused on bringing institutional expertise to retail investors
09/29/2022
Celsius appoints interim CEO as founder Alex Mashinsky resigns
Celsius suspended withdrawals in June to stabilise liquidity and protect and preserve its assets, citing “extreme market conditions”.
09/28/2022
Ten advisors managing $2.85 billion join UBS in Washington, D.C.
The advisors joined UBS from Merrill, where they advised high and ultra high net worth families and institutions.
09/28/2022
Stratos Wealth Advisors Welcomes Investment Advisor
Chicago and Maine-based Veteran Chooses Stratos for its Vast Suite of Services Available to Affiliated Practices, Including Technology and Practice Management Support
09/27/2022
Regions Bank Strengthens Real Estate Capital Markets Capabilities with the Addition of Industry Veteran
Henderson to serve as syndications lead for Regions Affordable Housing’s distribution business.
09/27/2022
Wealth Management Team Led by Harold Reinstein and Michael Nelson Joins First Republic
They will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
09/26/2022
Scotiabank announces Brian J. Porter's retirement, names Scott Thomson as President and Chief Executive Officer
Mr. Thomson is currently President and CEO of Finning International Inc. and has been a member of the Scotiabank Board since 2016.
09/26/2022
Vero Wealth Management Becomes 25th Team to Join Linsco by LPL Financial
The team reported having served approximately $380 million in advisory, brokerage and retirement assets*, and join LPL from Truist Investment Services.
09/23/2022
Northern Trust Appoints Senior Portfolio Advisor in New York Market
She will be based in the Greenwich, Connecticut office.
09/23/2022
Wells Fargo bolsters M&A team in Europe and Asia with three senior hires
The US investment bank is adding dealmakers in Europe, as M&A 'remains a strategic growth opportunity'
09/23/2022
PwC names Global Private Equity Leader, and prioritizes investments in Digital Transformation and ESG capabilities
The appointment comes as PwC expands its focus on ESG for the PE and sovereign investment fund (SIF) industry
09/23/2022
Roku Names Three Executives to New Roles as Presidents of Media, Devices, and Consumer Experience
As Roku grows internationally, these positions will help bring more focus to key areas of our business as the global shift to streaming continues
09/23/2022
Hewlett Packard Enterprise names technology leader and former DARPA director, to Board of Directors
Dugan joins HPE Board with 30 years of advanced technology development, engineering and business leadership experience
09/23/2022
BSSF Wealth Merges with Lighthouse Wealth Management and Adds New Advisor
He received his Juris Doctorate degree cum laude from the University of Maryland Francis King Carey School of Law.
09/23/2022
Fiduciary Trust International Welcomes Wealth Director in Boca Raton Office
Organization Continues to Expand Footprint in South Florida