05/06/2021
Wells Fargo Appoints Head Commercial Auto Group
She will lead a team of seasoned professionals, providing finance solutions for more than 4,500 customers nationwide.
People Moves
05/06/2021
Stifel Taps Managing Director of Emerging Markets Debt Advisory
Latest in Series of Strategic Hires to Bolster Full-Service Emerging Markets Debt Offering
05/05/2021
Prominent National Security and International Trade Lawyer Joins Latham
Damara Chambers brings deep CFIUS and trade compliance experience to the firm’s Washington, D.C. office.
05/05/2021
PM exits Federated Hermes to become family office bond chief
Fund manager, previously in charge of a host of strategies at US group, tasked with developing total return operation, Citywire Selector has learned.
05/04/2021
RBC Hires UBS Team in Virginia with $900-Million Book
RBC Washington D.C. branch manager Matt Wunder will oversee the office on an interim basis, according to a company spokeswoman.
05/04/2021
Former Senior Deputy GC of Comcast re-joins Hogan Lovells as litigation partner in Washington, D.C. office
Her broad experience responding to governmental investigations, and her ties to two key industries—media and telecoms—make her a wonderful addition to our practice.
05/04/2021
Blackstone Hires Global Head of Blackstone Alternative Asset Management’s (BAAM) Institutional Client Solutions
In this role, Ms. MacColl will lead BAAM’s Limited Partner relationships and business development globally, leveraging her nearly 20 years of experience working with investors across alternative investments.
05/03/2021
Wells Fargo Asset Management Announces Change to the Wells Fargo Global Dividend Opportunity Fund Portfolio Management Team
There are no changes to the investment philosophy or process as a result of this change.
04/30/2021
Jessica Pickens Joins Strategic Wealth Partners as Chief Operating Officer
Pickens to Help Drive Growth and a Continued Focus on the Client Experience
04/30/2021
B. Riley Wealth Management Serves as Sub-Adviser to UBP
Eve Glatt and Maurice Onyuka Join B. Riley as Senior Portfolio Managers
04/30/2021
Shawn McElmoyl Joins The Private Bank at Union Bank as Private Wealth Management Executive for Northern Region
Under his leadership, McElmoyl's team will help drive wealth planning and financial strategies leveraging investments1, risk management1, trust and estate services, and banking services.
04/30/2021
EP Wealth Supports Growing Client Base With Strategic Promotions
"EP Wealth’s growth is a direct result of the people supporting our clients with their financial goals,"
04/29/2021
State Street Appoints Global Chief Architect
Thind is responsible for designing the strategy and driving implementation of State Street’s technology transformation and interoperable infrastructure.
04/29/2021
Trinity Investments Hires Citi Private Bank’s Marc Rucinski and Casey Wilson to Lead Capital Raising and Investor Relations Functions
Rucinski and Wilson spent a combined 30 years on Wall Street at bulge bracket investment banks including Credit Suisse, Merrill Lynch and Barclays in addition to Citibank.
04/29/2021
Grasshopper Bank in New York hires former Radius CEO as next leader
Butler previously served as president and CEO of Radius Bank.
04/28/2021
SiriusPoint poaches casualty underwriter from RFIB Americas
At SiriusPoint Hallett reports to Warren Trace, head of US and Canada, Americas reinsurance.
04/28/2021
MAI Capital Management Adds Managing Director in Cincinnati
Caudill has over 25 years of experience in the financial services industry and specializes in client relationship management, business development, portfolio construction and retirement consulting.
04/28/2021
Varo Bank makes exec hires
"Varo provides financial services for a diverse group of Americans, and it is imperative that our whole company - the leadership team, our Board, and our employees - reflect that diversity,"
04/28/2021
Advisor Group Announces Recruitment Of Ambassador Wealth Management, Chicago-Area Practice With Assets Totaling $257 Million
Firm with Three Financial Professionals Joins Advisor Group through Subsidiary Woodbury Financial Services
04/28/2021
Joe Skarda Appointed President Of KeyBank Wealth Management
He will be based in Chicago and report to Victor Alexander, Head of Consumer Banking at Key.