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People Moves

05/17/2021

LPL Financial and Gladstone Wealth Partners Welcome Women-Led Platinum Wealth Management of Buckhead

Based in Atlanta’s Buckhead community, managing partners Barbato and Woodward have worked together since 2001, officially merging their business 16 years ago.

05/17/2021

GoldenTree Asset Management Names Head of Restructuring & Turnarounds, EMEA

Mr. Granger brings to GoldenTree nearly 25 years of restructuring and turnaround experience.

05/14/2021

New Organizational Design for Wells Fargo’s Consumer & Small Business Banking

“Last fall we welcomed Sandra Nudelman and Amanda Wiltshire-Craine and this summer we welcome Hilani Kerr and Shaun McDougall, all from outside of Wells Fargo, to the CSBB leadership team,”

05/14/2021

PIMCO Hires Brett Condron as Managing Director in U.S. Global Wealth Management Group

Condron will focus on broad range of growth initiatives including efforts to bring alternative investments to individual investors

05/14/2021

KB Financial Companies, LLC announces new Managing Directors

Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.

05/14/2021

Citi managing director and head of resources Richard Saywell is on the move.

It is understood part of the reason for his departure is due to a change in strategic direction at Citi.

05/12/2021

Evercore Wealth Management Appoints Alex Lyden-Horn Managing Director, Director of Delaware Trust Services at Evercore Trust Company, N.A.

Mr. Lyden-Horn is based at the Wilmington, Delaware offices of Evercore Trust Company and will work closely with colleagues at Evercore Wealth Management and Evercore Trust Company across the United States.

05/12/2021

Growing legal finance firm lures another Big Law alum

Prior to joining Delta, Mr. Sablone served as a Partner at DLA Piper

05/12/2021

Kingswood Capital Markets Expands Investment Banking Platform

Victor Halpert Appointed Managing Director and Head of Israel Investment Banking

05/12/2021

Manulife Investment Management grows offshore investments distribution team

In this newly created position, Ivan will work closely with internal and external partners

05/11/2021

Crestbridge appoints family office specialist as director

As well as being a member of the Society of Trust and Estate Practitioners, Clark is also a member of the Family Firm Institute

05/11/2021

Advisor Group Successfully Recruits Father-Son Wealth Management Team With $150 Million In Total Client Assets

Financial Professionals Tor and Tyler Saile, Operating from Locations in Suburban Phoenix and Chicago, Join Triad Advisors and Triad Hybrid Solutions

05/11/2021

Homrich Berg Announces Jamie Hennessy to Take Over as CFO

Hennessy joins the team ahead of CFO Tony Guinta’s transition at the end of May

05/11/2021

Bacchus Capital Establishes North American Investment Banking Operations

Steven Latimer, former President of Jefferies Securities Inc. (Canada) and Head of Canadian Investment Banking, to join Bacchus Capital as Managing Director and Head of North America

05/10/2021

Wells Fargo Wealth & Investment Management names Head of Advice Enablement

Varner to help develop the vision and execution for how advice is delivered across WIM

05/10/2021

Gresham hires Marc Cavell to spearhead business development across North America

He joins an existing group of data, technology, and regulatory experts at the firm, supporting Gresham on its mission to bring digital integrity, agility, and confidence to financial markets.

05/10/2021

BNY Mellon Markets Appoints Head of Financing and Liquidity

Ms. Majiyagbe joins BNY Mellon from Goldman Sachs, where she spent 14 years serving in a variety of positions, most recently as Global Head of Liquidity Projections in the firm's Corporate Treasury division.

05/07/2021

Brothers Managing $460M Exit Wells Fargo For RBC In Massachusetts

hey are joined by Elyse Slotnick, a senior client associate who has more than 25 years of experience in the industry.

05/07/2021

Neuravest Research names JP Gravitt head, data and strategy

JP Gravitt is a Wall Street veteran with a unique mix of fundamental stock analysis experience paired with an expertise in the utilization of alternative and other types of data.

05/06/2021

BNY Mellon Wealth Management Named Senior Client Strategist in Tampa, Fla.

Bryce is based in Tampa and reports to the Market President, Sean Maguire.

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