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People Moves

03/04/2021

One, a Digital Banking Service, Announces Two Additions to Board of Directors

One is a new banking service that makes managing, saving and growing household savings and affordable credit more intuitive and accessible.

03/04/2021

Bank of America co-head of global oil trading departs

It was not immediately clear whether Sussman's departure was related to the cuts.

03/03/2021

YCharts Announces the Addition of Three Board Members

YCharts announced today several Board appointments aimed to help accelerate the company’s strategic growth

03/03/2021

Banking SaaS Innovator Zafin Welcomes John Smith as Senior Vice President of Ecosystems

With extensive financial services experience, Smith will engage partners to ensure customer success

03/03/2021

Evercore Wealth Management Promotes Three to Partner, Two to Managing Director

“Our three new Partners and two new Managing Directors have demonstrated their commitment to the values of our firm, through the excellence of their work, their integrity and their constant client focus.”

03/03/2021

Canada Life Asset Management appoints new Asia fund manager

Prior to joining Polar Capital, Kemp spent five years at AXA Framlington as an Asia specialist, managing Asian equity portfolios for global emerging market funds and global balanced funds.

03/02/2021

Peru & Partners, part of IQ-EQ, strengthens Valuation and CFO Secondment service lines with senior appointment

He brings to this newly created position more than 20 years of experience in corporate finance and in the financial management of private assets and entrepreneurship management companies.

03/02/2021

Goldman Sachs co-head of asset management arm to retire

Lane has also served as co-head of Goldman’s consumer and investment management division among other leadership roles.

03/02/2021

Virtus Investment Partners Announces Appointment of Board Member

"Howard brings significant investment experience as a portfolio manager at his firm for more than two decades as well as from his years of public service to school districts and the State of Michigan Tax Commission,"

03/02/2021

Schechter Investment Advisors Adds Senior Advisor

Schoffman has held financial advisory roles with Retirement Planners of America

03/02/2021

MUFG Bolsters Leveraged Finance Platform With Hiring of Trading and Syndicate Heads

Todd Bondy to run high-yield bond trading; Ryan Munro to take on syndicate and capital markets role for leveraged loans and high-yield bonds

03/02/2021

Apollo Announces Impact Advisory Committee

Lisa Hall Chairs Committee of Industry Experts

03/01/2021

Jane Fraser Is Hitting Refresh at Citigroup

The new CEO takes over Monday with two major goals: simplify the bank and make regulators happy

03/01/2021

Round Table Wealth Management appoints new President

He brings over 30 years of experience and relationships in the financial services industry.

03/01/2021

Raymond James Strengthens Commitment to Technology

He joins the firm as a Managing Director of Technology Investment Banking

02/27/2021

Geneviève Piché Leads Banking Environmental, Social and Governance (ESG) Solutions in Corporate & Investment Banking

Appointment reflects surge in client demand for ESG products and services

02/26/2021

William Blair Continues Investment Banking Expansion Adding SPAC M&A and Capital Markets Advisory Team

“SPACs are a key component of the continued convergence of the public and private capital markets and Bryan and Eric are a veteran team that share our focus of adding long-term value for clients.

02/25/2021

Wealth Enhancement Group Announces Addition of Morningstar CEO Kunal Kapoor to its Board of Directors

Appointment of Globally Recognized Industry Leader Further Advances Wealth Enhancement Group's Strategy of Investing in Executive Talent and Technology to Drive Accelerated National Growth

02/25/2021

Morris W. Applewhite appointed to Credit Suisse Holdings USA Board of Directors

Applewhite currently serves as Managing Director at Year Up, a nonprofit workforce development program that provides young adults with technical and professional skills training to move from minimum wage jobs to meaningful careers.

02/25/2021

York Capital Bolsters Private Equity Team and Announces Promotions

Prior to joining York, Mr. Pearson spent over 13 years at Wellspring Capital Management

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