12/03/2019
Wells Fargo Names Scott Powell Chief Operating Officer
New COO role to focus on operational excellence and regulatory matters
People Moves
12/03/2019
EQIS Capital Management Announces Changes to Senior Management Team
Matthew C. Straut Appointed Chief Distribution Officer
12/03/2019
Lincoln Financial Group’s Dick Mucci to Retire as President of Group Business
Eric Reisenwitz to Serve as Interim President
12/03/2019
Raymond James makes changes to wealth management leadership team
Raymond James has emerged as Canada's largest and fastest growing independent investment dealer.
11/29/2019
Morgan Stanley Investment Management appoints Managing Director
Wight joins from The Carlyle Group where she was a Principal and Head of Portfolio Operations for Carlyle Equity Opportunity Funds.
11/28/2019
Everstone ropes in former Goldman Sachs partner as executive chairman
Oberoi has been a shareholder of Everstone and has served as a director and an active member of its various investment committees, the statement added.
11/28/2019
Sidley adds partner to M&A and Private Equity practice in New York
He is a significant addition to the deep team we have built in New York in the private equity space.
11/27/2019
Vistra Bolsters Global Compliance Team with Senior Appointments in Americas, Europe and Middle East
Vistra has been strengthening its compliance team as a strategic priority.
11/27/2019
Wells Fargo Names Leaders to Key Philanthropy Roles
“As we continue to transform our philanthropy, these highly respected industry leaders will advance Wells Fargo’s commitment to unlocking economic opportunity and helping people succeed financially”
11/26/2019
AIMCo Announces board appointments
It is important that the board continues to attract top calibre talent
11/26/2019
Markel names new head of global casualty underwriting and claims
Her new role requires her to provide thought leadership on casualty insurance initiatives and supports strategic underwriting initiatives across Markel
11/26/2019
Markel names Global Casualty Underwriting and Claims MD
Finsness currently leads Casualty Claims at Markel for North America and the Dublin and London Assurance divisions.
11/26/2019
Northern Trust Expands into Philadelphia, Announces Key Hires
Northern Trust, a leading provider of wealth management services, announced today that Michelle Hong and Melissa Novak, CFA, will co-head the firm’s local team
11/26/2019
ROW Asset Management Hires Institutional Sales Veteran
Previously, Schneider was Director of Business Development, North America for ISAM, a London-based systematic investment manager.
11/26/2019
PURE names new chief growth officer
Hourihan will be based in PURE’s White Plains, N.Y., headquarters.
11/22/2019
ZRG bolsters Asset and Wealth Management practice
Michael Castine Joins ZRG, Bolstering Asset and Wealth Management Practice
11/22/2019
Franklin Templeton appoints new CEO
She will be responsible for the operation of all aspects of the business
11/22/2019
RMB Capital Chief Operating Officer to Retire at End of Year
Prior to joining RMB, Clark had served in leadership roles across the investment industry
11/22/2019
Northern Trust Hires Senior Wealth Strategist
Steph has a demonstrated track record of using her specialized expertise to empower women at various stages of wealth creation and management.
11/22/2019
Anchin, Block & Anchin Admits three to the Partnership and Promotes four to Director
In addition to the new partners, Audelene Gutierrez, CPA, Brent Lessey, CPA, Adam Pizzo, CPA, and Michael Rudegeair, CPA, CFP, have been promoted to Director.