06/04/2026
BBH Strengthens Texas Presence with Strategic Hire
Veteran energy banker Darrell Holley joins BBH’s Corporate Advisory and Banking team
People Moves
06/04/2026
Advisor360° Hires New CEO
Serial entrepreneur Milind Mehere has co-founded and run several successful technology companies, including YieldStreet, and Yodle and recently launched his own AI firm.
06/04/2026
LPL Financial Welcomes Align Private Wealth
The team takes a goals-based, planning first approach, working closely with each client through ongoing conversations and proactive check-ins to ensure strategies remain aligned with evolving needs.
06/03/2026
Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor
Ostroff will help to further build out Cresset's presence in the New York region
06/03/2026
SoFi Technology Solutions appoints Kathleen Pierce-Gilmore as president
Pierce-Gilmore joins the bank's subsidiary as it announces that members can now buy, sell, hold and trade the SoFiUSD stablecoin on its national banking platform.
06/03/2026
Callan Family Office Appoints George Burnette as Director of Philanthropic Consulting & Wealth
He will also work closely with nonprofit organizations, helping to align institutional missions with donor intent while supporting governance, planned giving, and fiscal stewardship initiatives.
06/02/2026
Ella Curren joins UBS as Financial Advisor in New York City
She reports to Market Executive Kellie Brady and Market Director Demie Kommatas.
06/02/2026
Lincoln Investment Appoints Kathy Leckey as CEO to Lead Independent Wealth Management Firm
Ed Forst transitions to Executive Chairman of the Board as Lincoln Investment reinforces its governance framework and national growth initiatives for independent financial professionals.
06/01/2026
UBS Announces Leadership Appointments in the Southeast US Region
John Houlihan named Market Executive for the South Market
06/01/2026
Hercle appoints Gabriele Zuliani chief revenue officer
Hercle, the leading institutional cross-border payments infrastructure company, today announced the appointment of Gabriele Zuliani as Chief Revenue Officer. Zuliani joins to drive commercial strategy and revenue growth as Hercle scales its network of 200
05/29/2026
NewEdge Wealth Adds Experienced Wealth Advisor to Growing Atlanta Office
He helps his clients manage transactions, credit, recapitalization and portfolio structure.
05/29/2026
Guardian names financial services industry veteran Nancy DeRusso Head of Client Solutions, advancing the firm's protection-first holistic approach to wealth management
Appointment reinforces Guardian's commitment to delivering a best-in-class client and advisor experience that supports long-term financial wellness
05/29/2026
TS Imagine makes sales hires
Both will report to Chris Pielock, Head of Sales, North America.
05/29/2026
CIBC Makes Senior Executive Leadership Changes
Susan Rimmer has been appointed senior executive vice-president and group head, commercial banking, and Eric Belanger has been appointed as senior executive vice-president and group head, wealth management.
05/29/2026
Raymond James Recruits $2.8B Team From Commonwealth
The New Hampshire-based group of 12 advisors and 24 employees moves to Raymond James ahead of an end-of-year client transition deadline for LPL’s Commonwealth advisors.
05/29/2026
TradePMR Promotes Scott Victoria to President
The custodian also created a new position, head of RIA strategy, and appointed Kate Mapstone, a strategic advisor at Robinhood, to fill the role.
05/28/2026
Caldwell Strengthens Financial Services and Fintech Capabilities with Addition of Alex Langridge in London
He is particularly known for placing P&L, operations, commercial, product, technology, and digital leaders into high-impact transformational roles, as well as for helping clients build diverse, future-ready leadership teams in fast-evolving markets.
05/28/2026
KPMG International appoints asset management head
Replaces the retiring Jim Suglia
05/28/2026
SEI Appoints Nathan Shetty as Chief Investment Officer
Appointment Supports Evolution of SEI’s Asset Management Strategy and Global Investment Platform
05/28/2026
Jacqui Smith Joins Fiduciary Trust Company as a VP and Investment Officer
Smith will work closely with individuals, families, and endowments on investment strategies and legacy planning tailored to their long-term objectives.