07/21/2020
Wells Fargo Names New Chief Financial Officer
John Shrewsberry to retire from the company following transition
People Moves
07/20/2020
Bank of Marin in Novato, Calif., has suspended its search for a new CEO
Bank of Marin announced last month that it had tapped Timothy Myers as chief operating officer.
07/17/2020
CFP Board elects first-ever Black woman advisor as chair
It’s been a year of rapid growth for McDonnough.
07/17/2020
Former Miami private bank boss joins Northern Trust in top LatAm role
Following his exit, SYZ appointed Jacqueline Ballate to fill his role.
07/16/2020
Sara Lovell Joins 21 West Wealth Management
Sara most recently worked at BNY Mellon as a Wealth Manager.
07/16/2020
Chubb Appoints John Fielding Global Government and Industry Affairs General Counsel
"He is highly regarded for his expertise, leadership and effective advocacy in advancing the interests of the industry. He's a strong addition to our government affairs team."
07/16/2020
BNY Mellon Wealth Management Names Deputy Chief Investment Officer and Head of Equities
Sinead joins BNY Mellon Wealth Management from Mellon Investments Corporation
07/16/2020
William Blair Continues Technology Investment Banking and Southeast Expansion
They will join Lindsay Carlson in Atlanta, a firm veteran who covers the beauty and wellness sector for William Blair’s Consumer & Retail Investment Banking group.
07/15/2020
Federated Hermes adds trader from Woodford Investment Management
Dominic Eccles joins the trading desk at Federated Hermes after more than four years with Woodford Investment Management.
07/14/2020
Jefferies Group LLC Appoints Matthew Larson as Its Chief Financial Officer
We look forward to Teri and Matt working closely together as the respective CFOs of Jefferies Financial Group Inc. and Jefferies Group.
07/14/2020
Forty-Three Mid-Year Promotions Across JTC Group
Four Associate Director Promotions also in the Fund & Corporate Services division include Emma Clayton and Paul Hainsworth from Guernsey, Christopher Gibbons in London and Azelle Kay in South Africa.
07/14/2020
High-ranking EDNY prosecutor joins Mayer Brown as partner in New York
In 2019, she received the Attorney General’s David Margolis Award for Exceptional Service
07/13/2020
Wells Fargo appoints Head of Advice in Private Wealth Management
Industry veteran tapped to lead national planning and sales team
07/13/2020
Wilmington Trust Expands in Northeast with Industry Veteran
Tony Rogers Plans to Grow the Wilmington Trust Footprint in the New Jersey Market
07/10/2020
MAI Capital Appoints Olha Paluch as New Managing Director and Senior Wealth Manager
The financial services industry veteran joins $7B firm to help advance wealth management services at the firm's NYC office
07/10/2020
Clarfeld Citizens Private Wealth Promotes Michael Hans to Director of Investment Services; Hires Joan Bozek as Director of Trust Services
Senior level promotions reflect Clarfeld’s commitment to continually elevating client experience
07/10/2020
Bain & Company announces new partner promotions
45 individuals from 27 offices named to partnership in first half of 2020
07/10/2020
Brown Brothers Harriman appoints new partner
Val’s extensive corporate finance, operating and relationship management experience over the past 25 years uniquely position him to lead our Corporate Advisory and Banking practice.
07/09/2020
Howard Atkinson Appointed Chief Business Officer of Pascal Financial
Wealth management industry leader makes investment in emerging fintech leader and assumes full-time leadership role to accelerate company’s growth plan
07/09/2020
Aegon Asset Management appoints Global Head of Consultant Relations & Global Financial Institutions
She joins Aegon Asset Management in this newly created key role for the business