07/09/2021
Lisa Beaty Becomes Newest Advisor to Join Cypress Private Wealth
"Lisa did almost all of the financial planning for the top financial advisors at her previous firm. She is extremely talented and we are lucky to have her."
People Moves
07/09/2021
Former Director of the CIA Joins King & Spalding in Washington, D.C.
Gina joins a team who have held leadership positions in the nation’s intelligence, enforcement and regulatory agencies and who counsel clients on globally significant matters.
07/09/2021
Wells Fargo Taps Head of Commercial Real Estate Banking
Patel will be based out of Houston and will report to Kara McShane, the bank’s head of commercial real estate.
07/08/2021
NewEdge Wealth Adds Managing Director
Glen Mintz joins to support the firm’s portfolio management strategy for ultra-high-net-worth clients
07/08/2021
LPL Financial and Gladstone Wealth Partners Welcome Veritas Capital Management
“We hope to find just the right fit to grow out the team—advisors who share our standards and would complement how we do business,”
07/08/2021
Evercore Wealth Management Appoints Justin Miller as Partner and National Director of Wealth Planning
Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he worked as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance.
07/08/2021
Broadridge Names Chief Legal Officer
Gumbs will succeed Adam Amsterdam
07/08/2021
Latham Continues to Expand M&A and Private Equity Practices
Ravi Purohit adds significant experience in the infrastructure and energy industries.
07/08/2021
KBR Welcomes Retired Deloitte Partner Carlos Sabater, Former DIA Director Vincent Stewart to Board
Sabater currently sits on the board of PDC Energy while Stewart works for Ankura Consulting Group as chief innovation and business intelligence officer.
07/08/2021
Jeffrey Stammen to Join Antares Capital as Managing Director, Head of Investor Coverage in Asset Management
Industry Veteran Brings Unique Expertise in Capital Raising and Established Institutional Relationships
07/08/2021
Nipul Patel to Lead Real Estate Banking in Corporate & Investment Banking
Patel has been with Wells Fargo for more than 25 years
07/07/2021
SiriusPoint Bermuda promotes new CFO
SiriusPoint has named a new chief financial officer (CFO) in Bermuda.
07/07/2021
JMP Group Announces Addition of Rahul Buxani to Investment Banking Division
Managing Director Joins JMP Securities With Focus on Financial Technology
07/06/2021
Rothschild & Co hires Managing Director in North America
He brings more than 25 years of investment banking and sponsor coverage experience to Rothschild & Co
07/06/2021
Brane Capital welcomes Senior Compliance Advisor
“Dan has already played an integral role in developing industry-defining policies and procedures that enhance Brane’s highly secure custody of digital assets"
07/06/2021
MIB Names New Chief Financial Officer
Ms. Harris brings over 20 years of experience focused on strategic, operational and financial leadership activities.
07/06/2021
Oppenheimer & Co. Inc. Further Expands Technology, Media And Communications Investment Banking Group With Appointment Of Managing Director
Firm Continues to Drive Strong Growth in Investment Banking through Focused Additions of Senior Talent
07/06/2021
BNY Mellon Wealth Management Named Senior Client Strategist in Chicago
Patrice brings over 30 years of financial experience to this role, including two decades of wealth and 15 years of large corporate lending experience.
07/05/2021
BankFinancial Announces National Expansion of its Commercial Finance Division
Based in Dallas, TX, Gordon is a 30-year veteran in financial services and joins BankFinancial from Wells Fargo, where he spent over 13 years as a Senior Relationship Team Manager in the ABL/Accounts Receivables Financing Group.
07/05/2021
Richardson Wealth appoints Director of Operations
Jan is a results-driven professional with considerable hands-on experience building and leading teams through organizational transformation, acquisitions and corporate growth.