09/14/2021
Capital Group hires Equity Investment Specialist in Canada
He will support growing wealth management and institutional retirement business
People Moves
09/13/2021
Appnovation Appoints A New General Manager
He is responsible for leading a team based in 13 world-wide locations to deliver value-added Managed Services to Appnovation’s clients.
09/13/2021
Pretium Launches Legal Investment Group
Industry veteran Matthew Cantor will lead new team with support from team of specialized financial and legal professionals
09/13/2021
Experienced Advisor Makes the Move from Wells Fargo Advisors to Seventy2 Capital
Mike Hartman has joined Seventy2 Capital after 12 years with Wells Fargo Advisors
09/13/2021
Zanbato Hires JPMorgan’s Johari as Chief Growth Officer
Platforms like Zanbato, EquityZen and Carta that help sell shares in private companies have exploded in popularity.
09/12/2021
Bank of America Revamps Leadership, but C.E.O. Plans to Stick Around
The nation’s second-largest bank promoted several executives, although it’s unlikely that any of them will replace Brian Moynihan, the chief executive, anytime soon.
09/10/2021
Richardson Wealth sustains growth push with new hire
Head of Corporate Development to bring wealth management and private equity experience in recruitment and partnership efforts
09/10/2021
IFIC Announces Board of Directors for 2021-2022
Today, IFIC also released its Year in Review – an interactive timeline showcasing the key milestones in IFIC’s policy, research and advocacy efforts during 2020-2021.
09/10/2021
Bank of America Announces Senior Leadership Changes
The company is adding five new members, including three women, to the senior management team
09/10/2021
MetLife Names Chief Marketing Officer
In this role, Roberts will lead Global Brand and Marketing with responsibility for designing modern, value-driven marketing solutions
09/10/2021
Insigneo Appoints its New Head of Marketing and Branding
Miguel will continue to report to Javier Rivero
09/10/2021
Arvest Bank Hires Former JPMorgan Chase Product Leader Melanie Fuller as President of Digital Banking Solutions
Melanie’s proven track record in delivering innovative customer experiences and technology left no doubt that she is the right person to lead us into the future.
09/09/2021
Citi Taps Credit Suisse Banker for Asset Manager Deals
The GAM unit advises on dealmaking involving private equity firms, infrastructure firms and sovereign wealth funds.
09/09/2021
Infrastructure investors names new North America head
"I look forward to building upon Morrison and Co's long and successful track record of 'investing wisely in ideas that matter’,”
09/09/2021
KKR Appoints Chief Diversity Officer and Head of Talent Management
Ms. Benjamin joins KKR from Goldman Sachs & Co,
09/09/2021
Blackstone Announces Three New Senior Leaders in Private Credit
The three leaders announced today will play critical roles in sourcing investment opportunities
09/09/2021
Withers enhances private client and tax capabilities with launch of Texas practice
Withers’ expansion into Texas is a natural extension of the firm’s robust capabilities across the United States and will offer services relating to US and cross-border tax, estate and trust, and mobility matters.
09/08/2021
B. Riley Grows Wealth Management Division
20-year Veteran Financial Advisor Joins Firm as Managing Director, Investments
09/08/2021
Snowden Lane Partners boosts wealth team
Former Wells Fargo Advisor, Paula Oddone, Joins as Partner and Managing Director
09/08/2021
Northern Trust Strengthens Washington, D.C. Wealth Management Team
Fernandez has been with Northern Trust for 19 years, most recently serving as Senior Managing Director of a Wealth Advisory Team in Miami, FL.