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.
People Moves
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.
09/16/2022
SS&C Aligns Global Fund Administration and Servicing under the SS&C GlobeOp Brand and Appoints Bhagesh Malde to Lead Next Phase of Growth
The new group will continue to operate as SS&C GlobeOp and brings together SS&C's hedge fund administration, private markets administration, middle office, and insurance global servicing capabilities.