07/31/2020
MAI Taps Olha Paluch As Managing Director And Senior Wealth Manager
She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.
People Moves
07/30/2020
BNY Mellon Wealth Management Names Larry Tekler as Senior Director, Team Leader in Newport Beach, CA
Larry joins BNY Mellon Wealth Management from a personal family office he founded, focused on private investments in individual real estate transactions and partnership investments.
07/30/2020
Aegis Capital Corp. Hires Two Veteran Compliance Officers
They both bring an expansive amount of knowledge and will be valued additions to the compliance staff.
07/30/2020
Cresset Names Barbara Young as Co-Head of Family Office Services
Young joins Bill Rudnick in leading the Family Office Services group at Cresset, which has grown to $9.8 billion in assets under management in less than three years.
07/29/2020
Advisor Group Welcomes Richard Page To Ladenburg Thalmann & Co. Inc. As Managing Director In Healthcare Investment Banking Group
Veteran Executive Joins Advisor Group's Investment Banking Arm to Expand Relationships with Corporate Healthcare Clients
07/29/2020
Leadership changes at F.N.B.'s private bank
Yates joined F.N.B. in 2008 as group manager of private banking following a 26-year career with National City Bank capped by serving as deputy chief credit officer.
07/29/2020
NISA Investment Advisors picks new CEO
He will succeed Jess Yawitz.
07/29/2020
Blackstone Announces Appointment of Gene Lockhart, Former CEO and President of Mastercard, as Senior Advisor
His experience helping companies navigate the rapidly changing technological landscape across the financial sector will strongly benefit our entire team.”
07/28/2020
Franklin Templeton Announces Adam Spector as Head of Global Distribution
Adam Spector is a veteran business and distribution leader, with over two decades of experience with Brandywine Global and more than three decades in the industry.
07/28/2020
LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Keith Boyd
He has also aligned with Gladstone Wealth Partners,
07/28/2020
Alex. Brown Hires $280 Mln-Asset UBS Miami Team, LPL Nabs $180 Mln Wells Broker
At least six UBS advisors have made the trek to Alex. Brown’s 600 Brickell Avenue branch since December
07/28/2020
K&L Gates adds investment funds partner in Boston
Before returning to private practice, Lekander served in the roles of managing director and managing counsel at State Street Global Advisors
07/28/2020
Schwab Announces the Appointment of Two New Board Members
The company also announced Roger O. Walther’s decision to retire from the Board
07/24/2020
BNY Mellon Wealth Management Names Barry McKenzie as Market President in Naples, FL
Barry brings three decades of portfolio management, strategic planning, and family governance experience to our team," said Moegerle. "
07/24/2020
Schroders boosts LatAm sales team with Brazil hire
Vinicius reinforces the experience of our local team
07/23/2020
Chubb Integrates North America Accident and Health Businesses
Chris Martin named Division President of Chubb North America Accident and Health; James Walloga to continue overseeing North America Specialty Accident and Health
07/23/2020
Pershing Loses 30-Year Vet to Consulting Group
Financial Services consulting firm expands strategic consulting talent
07/22/2020
Co-CEO to retire after 25 years of The Carlyle Group
Glenn will step down as co-CEO and retire from the firm on September 30, 2020 and will work with the rest of management to transition his responsibilities over his remaining tenure.
07/22/2020
Kestra Financial Nabs Indutry Leader
His responsibilities will include driving Kestra Financial’s revenue growth, executing and expanding the company’s existing growth strategy, and furthering the continued evolution of Kestra Financial’s value proposition.
07/22/2020
Chubb appoints new financial lines leader for international business
The appointment is effective immediately.