05/03/2021
Wells Fargo Asset Management Announces Change to the Wells Fargo Global Dividend Opportunity Fund Portfolio Management Team
There are no changes to the investment philosophy or process as a result of this change.
People Moves
04/30/2021
Jessica Pickens Joins Strategic Wealth Partners as Chief Operating Officer
Pickens to Help Drive Growth and a Continued Focus on the Client Experience
04/30/2021
B. Riley Wealth Management Serves as Sub-Adviser to UBP
Eve Glatt and Maurice Onyuka Join B. Riley as Senior Portfolio Managers
04/30/2021
Shawn McElmoyl Joins The Private Bank at Union Bank as Private Wealth Management Executive for Northern Region
Under his leadership, McElmoyl's team will help drive wealth planning and financial strategies leveraging investments1, risk management1, trust and estate services, and banking services.
04/30/2021
EP Wealth Supports Growing Client Base With Strategic Promotions
"EP Wealth’s growth is a direct result of the people supporting our clients with their financial goals,"
04/29/2021
State Street Appoints Global Chief Architect
Thind is responsible for designing the strategy and driving implementation of State Street’s technology transformation and interoperable infrastructure.
04/29/2021
Trinity Investments Hires Citi Private Bank’s Marc Rucinski and Casey Wilson to Lead Capital Raising and Investor Relations Functions
Rucinski and Wilson spent a combined 30 years on Wall Street at bulge bracket investment banks including Credit Suisse, Merrill Lynch and Barclays in addition to Citibank.
04/29/2021
Grasshopper Bank in New York hires former Radius CEO as next leader
Butler previously served as president and CEO of Radius Bank.
04/28/2021
SiriusPoint poaches casualty underwriter from RFIB Americas
At SiriusPoint Hallett reports to Warren Trace, head of US and Canada, Americas reinsurance.
04/28/2021
MAI Capital Management Adds Managing Director in Cincinnati
Caudill has over 25 years of experience in the financial services industry and specializes in client relationship management, business development, portfolio construction and retirement consulting.
04/28/2021
Varo Bank makes exec hires
"Varo provides financial services for a diverse group of Americans, and it is imperative that our whole company - the leadership team, our Board, and our employees - reflect that diversity,"
04/28/2021
Advisor Group Announces Recruitment Of Ambassador Wealth Management, Chicago-Area Practice With Assets Totaling $257 Million
Firm with Three Financial Professionals Joins Advisor Group through Subsidiary Woodbury Financial Services
04/28/2021
Joe Skarda Appointed President Of KeyBank Wealth Management
He will be based in Chicago and report to Victor Alexander, Head of Consumer Banking at Key.
04/28/2021
Organization Announcement: American Express
These promotions and the other related changes we’re announcing today are designed to create synergies between business areas and functions to drive growth and enhance our competitive position, as well as continue to strengthen the depth of our lead
04/27/2021
Citizens Financial Group Names Chris Weyrauch to Lead Wealth Business
Weyrauch will focus on further accelerating Citizens’ strong and growing momentum in wealth, a cornerstone of the bank’s strategy to be a trusted advisor to its customers throughout their financial journeys.
04/27/2021
Clifford Chance announces new Global co-heads for international Insurance practice
With nearly 50 years of experience in the insurance market between them, Ashley and Gary lead the firm's commitment to maintaining a global market leading position in the insurance market
04/27/2021
The Clark Group Welcomes New Wealth Management Advisor
Mike McGehee Joins The Clark Group of Visionary Wealth Advisors
04/27/2021
Blackstone Continues to Build Global ESG Team
Prior to this role, Ms. Mangalick was instrumental in developing BAAM’s ESG program, along with a focus on BAAM’s Advisory Business.
04/26/2021
Blackstone Hires Israeli Tech Executive Yifat Oron; Announces Opening of New Office in Tel Aviv
Ms. Oron brings more than twenty years of experience as a tech investor and executive in Israel, with leadership roles in venture capital, banking and consulting.
04/26/2021
Wealth Manager Joins First Republic in Century City
Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area