05/15/2025
He began his career as a financial advisor at Merrill Lynch in 2007 and later held positions at Citi, HSBC Private Banking, Crédit Agricole CIB, and Morgan Stanley, before being re-hired by Citi
05/15/2025
While his new job isn’t a firmwide one, he now has a larger purview in the massive payments division, overseeing about 8,000 employees, more than twice as many as in his initial post.
05/15/2025
A native New Yorker, Sam will be based in New York and report to Alison.
05/15/2025
“As part of a leading global wealth manager, Ana Sofía and Eduardo will bring well-thought-out strategies and innovative solutions for every dimension of your financial life,” he added on the professional platform.
05/15/2025
Most recently, Haun was serving as executive vice president and chief audit executive.
05/15/2025
Her leadership and perspective are enhanced by her current and former service on other public company boards in the roles of independent director, committee chair and non-executive chair.
05/14/2025
Evolution of Leadership Reinforces SEI’s Strategic Commitment to Serving Clients and Driving Growth
05/14/2025
Krevitt to lead talent, culture and organizational strategy, harnessing Hightower’s strong growth-oriented culture and strategic business priorities
05/13/2025
Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.
05/12/2025
Brian seeks to understand each client’s unique needs and aspirations
05/12/2025
Even though Citadel was our Ideal Hedge Fund Employer in 2024, it’s got one niggle that puts off some people: its obsession with Miami.
05/12/2025
Gabriel Castiglio Named Global Chief Operating Officer; Lucas Pontillo Expands Mandate as Global Chief Financial Officer and Head of Corporate Strategy
05/12/2025
Several wealth managers announced hires for key positions, including multi-family offices Parcion and Nordwand.
05/09/2025
Michael Hunstad and Christian Roth bring combined six decades of investment expertise
05/09/2025
Baker will start in San Francisco on Monday as a managing director with a goal of growing the Frankfurt-based lender’s West Coast wealth business
05/09/2025
Getty will oversee research and strategy on complex tax issues for ultra-high-net-worth families, businesses, and private investment firms.
05/08/2025
Strategic Appointments Advance Firm’s Leadership Position for the Middle Market
05/08/2025
During his tenure at UBS, Blackburn served as chief operating officer for the sell-side global cash equities business, and most recent headed up the UBS Execution Hub.
05/08/2025
He will join RBC Capital Markets in August as a managing director and vice chairman of the global financial institutions group in New York
05/07/2025
Hammond joins from the 1762 division of RBC Brewin Dolphin