12/23/2019
Mission Wealth Names Three New Partners to Firm
Mission Wealth is pleased to announce the addition of three new partners to the firm: Kieran Osborne, Brian Sottak, and Michelle Winkles.
People Moves
12/20/2019
Regions Financial Director to Retire
Fast, who is 70, has served as a Regions Director since 2010.
12/20/2019
BMO Appoints Chief Information Security Officer
He replaces Aman Raheja, who is leaving the bank on January 10, 2020 to pursue other opportunities.
12/19/2019
Vivaldi Capital Management Expands its Services into Cleveland
Proper Analysis team joins Chicago-based wealth management firm to continue serving Cleveland.
12/19/2019
Wells Fargo FiNet-Linked Firm Nabs UBS Team
For both Scicchitano and Chambers, the move is a return of sorts.
12/18/2019
Assured Guaranty strengthens structured finance team
Both of them will report to Nick Proud, Senior Managing Director of Assured Guaranty’s International and Structured Finance businesses.
12/18/2019
Peter S. Zaffino Appointed President of AIG
Zaffino to Continue as Global Chief Operating Officer of AIG and Chief Executive Officer of General Insurance
12/17/2019
Willkie, King & Spalding Partners Leave Big Law for NY Boutique
Alan Lipkin founded the bankruptcy practice at Willkie three decades ago, and Caline Mouawad has been at King & Spalding for over 10 years.
12/17/2019
Ropes & Gray Continues to Grow Private Equity Platform in Chicago
Marty has earned the trust and respect of his clients because of his elite skillset and the unique, commercial value he delivers,” said Chicago-based Neill Jakobe, Ropes & Gray’s global co-leader for private equity transactions.
12/16/2019
Wells Fargo Names Muneera Carr as Controller
As controller, Carr will manage corporate tax, accounting and reporting, as well as controllership activities such as financial controls and oversight policies and processes for the company’s business groups and enterprise functions.
12/15/2019
JP Morgan asset management expands footprint into private debt
In October 2019, JPMorgan Asset Management announced the closing of a $1.06 billion special situations fund for investing in stressed, distressed and event-driven situations in North America and Europe.
12/13/2019
Corry Capital Advisors Expands Global Relationship with Northern Trust with Appointment to Administer U.S. Commingled Funds
CCA’s selection of Northern Trust to provide fund administration for its U.S. commingled funds demonstrates the seamless nature of our global service model," said Kimberly Evans, head of Private Capital Administration in North America.
12/13/2019
Topa Insurance Chief Donahue Resigns; Day Assumes Interim Role
The company said in a statement on the announcement that Donahue has made significant contributions in building Topa into a boutique property-casualty insurer since he joined in 2014.
12/13/2019
Managing Director Jonathan Farrell Joins the Andersen Boston Office
His areas of expertise in tax planning and compliance in the real estate, private equity and hospital industries will complement and add further depth to the services we provide to our clients.”
12/13/2019
RBC Adds Former NFL Quarterback to Wealth Management Team
Hanie is one of several former professional athletes turning to a career in financial advice after retiring from sports.
12/13/2019
Heritage Financial Consultants Appoints Nasser Ali As Director Of Investment Management
In his role as Director of Investment Management,Nasser will enhance the investment elements of the planning process
12/13/2019
Ameriprise Nabs MassMutual FAs; Wentworth Makes 5th Acquisition
Meanwhile, Wentworth Management Services has made its fifth acquisition with the addition of Rockaway, N.J.-based Aurora Private Wealth
12/10/2019
State Street Names Chief Information Officer
Appointment Reflects Priority to Achieve Digital-first Organization with Emphasis on Client and Employee Experience, Agile Innovation and Productivity
12/10/2019
Premier boutique law firm adds partner to Trusts and Estates Group
Mr. Kaplan’s clients include hedge fund and private equity fund managers
12/10/2019
Citizens Financial Group announces senior appointments
Brad Conner will retire in March 2020