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People Moves

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

09/22/2022

Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group

Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial Markets group.

09/22/2022

SimplePractice Appoints Chief Product Officer

Knox’s extensive experience brings practice management solutions for health and wellness practitioners to the next level

09/22/2022

Monroe Capital Expands its Institutional and High Net Worth Business Development Team

They bring many years of experience and relationships within the limited partner community to Monroe and we are excited to have them.

09/21/2022

Woodson Wealth Management Begins Its Planned Expansion

Woodson Wealth Management announces the opening of its new office in Austin, TX

09/21/2022

Nadi Son Joins Fiduciary Trust of New England as VP and Senior Wealth Advisor

Son earned her BS in Finance and Marketing from Fordham University and her JD and LLM in Taxation from New York Law School.

09/20/2022

Warren Buffett’s Granddaughter-in-Law Lili Joins JPMorgan Wealth

She’s part of a division that’s a priority for the biggest US bank.

09/20/2022

Stephens Investment Banking Expands Health and Life Sciences Capabilities With Two Senior Bankers

Stephens continues to strengthen our offering within Health and Life Sciences

09/20/2022

Merrill Private Wealth Broker with $4.5B Book Launches RIA in San Francisco

Chopra said in a statement that he needed to run his own registered investment advisory firm to provide a multi-family office service model with investment products and services that would have been off limits at major brokerage firms.

09/19/2022

NewEdge Wealth Expands Coast to Coast with Southern California Addition

Mark Ahmed and Justin Reese join the flourishing firm to serve ultra high net worth clients

09/19/2022

Cryptocurrency Exchange Gemini Names Insider as Compliance Chief

Christopher Mariadason’s promotion is the latest change in the company’s risk and compliance team in recent months

09/16/2022

Fengate appoints Chief Financial Officer

As a leader at Fengate and within her industry, Nina is a mentor for many at her firm and within the financial and infrastructure sectors.

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