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People Moves

05/07/2021

Neuravest Research names JP Gravitt head, data and strategy

JP Gravitt is a Wall Street veteran with a unique mix of fundamental stock analysis experience paired with an expertise in the utilization of alternative and other types of data.

05/06/2021

BNY Mellon Wealth Management Named Senior Client Strategist in Tampa, Fla.

Bryce is based in Tampa and reports to the Market President, Sean Maguire.

05/06/2021

Informa Connect Hires New Wealth Management Leadership Role

Key executive addition will focus on expansion of media and events, including WealthManagement.com, Inside ETFs and Inside WealthStack, and strategic industry expansion

05/06/2021

Accelerated Wealth Advisors welcomes Susan Auer

She is a Colorado Springs native and holds a bachelor’s degree from Colorado University.

05/06/2021

Global Wealth Advisors Expands Nationally with Pittsburgh Office

Addition positions advisor group for continued growth

05/06/2021

Ocorian expands capital markets offering in the Americas

The team will be further strengthened with the addition of two further client service professionals at Vice President level to accelerate and support growth in this sector.

05/06/2021

Wells Fargo Appoints Head Commercial Auto Group

She will lead a team of seasoned professionals, providing finance solutions for more than 4,500 customers nationwide.

05/06/2021

Stifel Taps Managing Director of Emerging Markets Debt Advisory

Latest in Series of Strategic Hires to Bolster Full-Service Emerging Markets Debt Offering

05/05/2021

Prominent National Security and International Trade Lawyer Joins Latham

Damara Chambers brings deep CFIUS and trade compliance experience to the firm’s Washington, D.C. office.

05/05/2021

PM exits Federated Hermes to become family office bond chief

Fund manager, previously in charge of a host of strategies at US group, tasked with developing total return operation, Citywire Selector has learned.

05/04/2021

RBC Hires UBS Team in Virginia with $900-Million Book

RBC Washington D.C. branch manager Matt Wunder will oversee the office on an interim basis, according to a company spokeswoman.

05/04/2021

Former Senior Deputy GC of Comcast re-joins Hogan Lovells as litigation partner in Washington, D.C. office

Her broad experience responding to governmental investigations, and her ties to two key industries—media and telecoms—make her a wonderful addition to our practice.

05/04/2021

Blackstone Hires Global Head of Blackstone Alternative Asset Management’s (BAAM) Institutional Client Solutions

In this role, Ms. MacColl will lead BAAM’s Limited Partner relationships and business development globally, leveraging her nearly 20 years of experience working with investors across alternative investments.

05/03/2021

Wells Fargo Asset Management Announces Change to the Wells Fargo Global Dividend Opportunity Fund Portfolio Management Team

There are no changes to the investment philosophy or process as a result of this change.

04/30/2021

Jessica Pickens Joins Strategic Wealth Partners as Chief Operating Officer

Pickens to Help Drive Growth and a Continued Focus on the Client Experience

04/30/2021

B. Riley Wealth Management Serves as Sub-Adviser to UBP

Eve Glatt and Maurice Onyuka Join B. Riley as Senior Portfolio Managers

04/30/2021

Shawn McElmoyl Joins The Private Bank at Union Bank as Private Wealth Management Executive for Northern Region

Under his leadership, McElmoyl's team will help drive wealth planning and financial strategies leveraging investments1, risk management1, trust and estate services, and banking services.

04/30/2021

EP Wealth Supports Growing Client Base With Strategic Promotions

"EP Wealth’s growth is a direct result of the people supporting our clients with their financial goals,"

04/29/2021

State Street Appoints Global Chief Architect

Thind is responsible for designing the strategy and driving implementation of State Street’s technology transformation and interoperable infrastructure.

04/29/2021

Trinity Investments Hires Citi Private Bank’s Marc Rucinski and Casey Wilson to Lead Capital Raising and Investor Relations Functions

Rucinski and Wilson spent a combined 30 years on Wall Street at bulge bracket investment banks including Credit Suisse, Merrill Lynch and Barclays in addition to Citibank.

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