10/12/2020
SignatureFD Appoints Heather Robertson Fortner as Chief Executive Officer
This appointment marks a new chapter in SignatureFD’s history, as it embarks on an ambitious growth path over the next decade.
People Moves
10/09/2020
BNY Mellon Wealth Management Names Regional President in Orange County, CA
Ed joins BNY Mellon with more than 27 years of wealth management experience.
10/09/2020
AXA XL makes sweeping global management changes
All three report to Donna Nadeau, chief underwriting officer for the Americas.
10/09/2020
BuildGroup Announces Craig Kennedy as Managing Director and Partner
Prior to joining BuildGroup, Kennedy spent 15 years at Allen & Company LLC, a privately-held merchant bank, where he served as managing director working with the firm’s most disruptive technology clients and serving as a long term board advisor
10/09/2020
Santander Bank Announces Key Executive Appointments
New Heads of Small Business Banking, Consumer Lending and new Chief Marketing Officer bring deep experience to accelerate the Bank’s transformation
10/08/2020
BNY Mellon Wealth Management Names Senior Client Strategist in Chicago, IL
Greg brings over 25 years of financial services experience to this role.
10/08/2020
KPMG welcomes Canada national family office leader
Industry veteran of three decades brings strong relationships and deep understanding of issues surrounding family wealth
10/08/2020
Broadridge Names Vijay Mayadas to Lead Capital Markets
Capital Markets solutions include global post-trade capabilities that support a broad spectrum of asset classes on a component and enterprise basis, as well as trading capabilities that include LTx, Broadridge's AI-driven Corporate Bond platform.
10/07/2020
TMF Group appoints Kwame Lewis as head of fund services for North America
Mr. Lewis will support and accelerate the growth of TMF’s fund services unit in North America.
10/07/2020
UBS Nabs 3 Wells Fargo Advisors Managing More Than $400M
The recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.
10/07/2020
BNY Mellon Wealth Management Names Senior Client Strategist in Chicago, IL
Greg earned a Bachelor's degree in Business Administration from Indiana University and a Master of Business Administration degree from the University of Chicago
10/06/2020
BNY Mellon recruits Laura Steinbach from State Street
“I am excited to join BNY Mellon and look forward to partnering with my new colleagues in support of our clients’ priorities and business needs.”
10/06/2020
Yannick Archambault named new National Family Office Leader: KPMG in Canada
"For decades, KPMG has been providing independent, objective advice to business owners, entrepreneurs and ultra-high net worth families by leveraging the firm's multidisciplinary strengths, both within Canada and globally," says Yannick.
10/05/2020
Wave Financial Group Appoints new MD and Expands TeamWave Financial Group
Jack Lu has joined Wave as a Client Service Analyst.
10/05/2020
Mayer Brown strengthens Latin American and Lusophone Africa international arbitration capabilities
"Luiz is an exciting addition to Mayer Brown, and it is a huge pleasure to welcome him to the team," said Alexandre Chequer, partner and global head of the Oil & Gas Group at Mayer Brown.
10/02/2020
Dynasty Names Joseph N. D’Agostino To Head Strategic Development
D’Agostino will also work with Dynasty’s clients to innovate and develop additional resources they need to meet the expanding needs of their clients and businesses.
10/02/2020
UBS Hires Mega JPMorgan Bank Team, JPM Securities Lures 40-Year UBS Advisor
The team, which oversaw more than $6 billion of client assets, is expected to join UBS’s private wealth management division aimed at ultrarich clients later this year.
10/02/2020
Aaron Wealth Hires Adrianna Stasiuk And Toby Stannard
The firm, which specializes in ESG investing, manages $840 million in client assets for individual and institutional clients.
10/02/2020
PNC Appoints New Member to Board of Directors
His appointment expands and complements the breadth of expertise among our current board members, and positions PNC well for ongoing strength and growth as our business continues to evolve," said William S. Demchak, PNC's chairman, president and
10/01/2020
Eric A. Stein, CFA, Appointed Chief Investment Officer, Fixed Income, of Eaton Vance Management
Mr. Stein will report to Thomas E. Faust Jr., Chairman and Chief Executive Officer of Eaton Vance.