09/18/2020
Keel Point Appoints New Chief Compliance Officer
Mr. Ward brings more than 25 years of compliance and regulatory experience
People Moves
09/18/2020
Fieldpoint Private Names Johnny Gibson as Chief Investment Officer
Bank of America/U.S. Trust Veteran to Lead Firm’s Investment Research and Portfolio Allocation Effort
09/18/2020
Tabula IM hires client development lead from BlackRock
He also worked as a research interest rate strategist at Commerzbank AG in Frankfurt, London and New York, predominantly covering Eurozone and US bond and inflation markets.
09/18/2020
Robertson Stephens Appoints new CEO
Company further accelerates growth in wealth management space
09/18/2020
Greg Thorne Joins Wells Fargo’s Corporate & Investment Banking Technology, Media, and Telecom (TMT) Group
Thorne joins as a managing director, covering the software investment banking sector.
09/18/2020
Churchill Asset Management hires new head of investor relations
Mr. Freeze was previously managing director and co-head of investor relations at The Carlyle Group.
09/17/2020
John Grandizio Promoted to Assistant Market Head of UBS Greater Florida
John has deep knowledge and expertise in working with business owners, financial institutions, real estate investors, and founders of technology startups.
09/17/2020
The Mather Group, LLC Appoints Patrick Lawlor as President and Head of Mergers & Acquisitions
Lawlor held several positions during his 10+ year tenure at Leavitt Capital Management, eventually becoming President of the firm.
09/16/2020
Round Table Wealth Management Appoints Anthony Rosetti as Director, Wealth Advisor
Anthony has over 10 years of extensive experience in the financial services industry.
09/16/2020
Citi Taps Merrill Exec to Head Wealth Management
The news comes less than a week after the bank named Jane Fraser as CEO Michael Corbat's replacement starting in February.
09/16/2020
Reginald Brown to Join Blackstone’s Board of Directors
His experience across a range of industries and unique perspective will be invaluable as we continue to grow our business.
09/16/2020
PNC Names Regional Head of Florida for PNC Wealth Management and Hawthorn
Lisa Simington will lead PNC’s personal asset management efforts.
09/16/2020
Mercer Appoints Samantha Davidson as Leader for U.S. OCIO Business
Mercer’s OCIO business has experienced significant growth in recent years
09/16/2020
Manulife Investment Management Announces Portfolio Manager Relocation
There are no changes to the team's investment process, investment strategies, or their respective decision-making.
09/16/2020
Mather Group appoints Head of Mergers & Acquisitions
As the firm’s 2020 M&A deal momentum continues to build, The Mather Group, LLC announces Patrick Lawlor as President and Head of Mergers & Acquisitions
09/16/2020
Raymond James snags $500M Wells Fargo trio
The team — Steve Kanteliotis, Stephen Gitter and Frank Brodsky — operates out of Philadelphia and managed half a billion in assets at their former firm, according to Raymond James.
09/16/2020
KBS Names Gio Cordoves as Regional President of the Western Region
Strategic move aligns with the firm’s “growth from within” philosophy and deepens KBS’ relationships with millennial tenant base
09/15/2020
Wealth Manager Brian Addington Joins First Republic
Brian is committed to First Republic’s unique brand of exceptional client service and is a terrific addition to our expanding team of wealth management professionals.
09/15/2020
BNY Mellon Appoints Robin Vince as Vice Chair and CEO of Global Market Infrastructure
Vince will oversee the bank's Clearance and Collateral Management, Treasury Services, Markets and Pershing Businesses
09/15/2020
Mercer appoints Samantha Davidson as Leader for U.S. OCIO business
Most recently, she was a Managing Director and Head of Client Solutions for GS Personal Financial Management, where she led efforts to provide advice and wealth management solutions for the firm’s high net worth clients.