04/09/2019
Let’s Congratulate Deloitte’s New Audit and Consulting Bosses
Each case effective June 2, 2019.
People Moves
04/09/2019
SoftBank Hires Three Execs for $5 Billion Latin America Fund
Paulo Passoni, ex-managing director with Daniel Loeb’s hedge fund Third Point, and SoftBank’s own Shu Nyatta will serve as investment partners focused on finding and executing deals.
04/08/2019
AIG appoints QBE's Kathleen Zortman to lead global high net worth business
In this new role, Ms. Zortman will lead AIG’s global High Net Worth portfolio
04/07/2019
Deutsche WM launches investment team for wealthy clients
This is one of the latest developments at Deutsche's wealth arm, which recently hired HSBC's head of international private banking Rui Forcada and three Brazil-focused private bankers.
04/05/2019
Holland & Knight Welcomes Three Prominent Women Attorneys in Bogotá
She has been recognized by Chambers Global and on the Legal 500 Power List for Colombia.
04/05/2019
TD Bank Group Announces Election of Directors
The detailed results of the vote for the election of directors held at its Annual Meeting of Common Shareholders
04/05/2019
Pinnacle Bank Promotes Tony Marandos to Executive Vice President, Regional President
Tony received his M.B.A. from Monterey Institute of International Studies in 1992.
04/04/2019
Calamos names head of wealth strategy and trust services
She will have a national presence as she collaborates with the firm's advisors both there and at its offices in Florida and New York.
04/04/2019
Northern Trust appoints Head of Global Fund Services Americas
Burns has more than 20 years of experience in financial services technology
04/03/2019
Blockchain Firm TZero Appoints CEO to Build Broker-Dealer Unit
Elliot Grossman, previously MD at TZero's broker partner Dinosaur Financial, will be responsible for establishing the vendor's new broker-dealer division.
04/03/2019
Janney grabs 2 teams with $278M from Wells Fargo, Merrill Lynch
The group previously oversaw $184 million, according to their new employer. Judge and Trevethan have 26 and 23 years of financial experience, according to FINRA BrokerCheck records.
04/03/2019
Tolleson Wealth Management Names Rick Lafitte as New President of Tolleson Private Bank
Lafitte responsible for firm's private banking services and relationships
04/03/2019
JMP Group Announces Addition of David Schechner to Healthcare Investment Banking Group
Mr. Schechner joins JMP Securities from Robert W. Baird & Co., where he led biotechnology, pharmaceutical, and pharmaceutical services investment banking since 2012.
04/03/2019
BlackRock shakes up management as fee pressure grows
Fund manager promotes several executives at lucrative alternative investments business
04/02/2019
Stonehage Fleming has announced the appointment of a new Partner – Global Head of Business Development
In his new role, he will report to Mark McMullen, Deputy Chief Executive, and will continue to be based in our Toronto office.
04/02/2019
UBS Adds Advisors with Combined $8 Million Production
Prior to joining U.S. Trust (which has been rebranded Bank of America Private Bank) in 2013, Swaner’s 19-year career included stints at Citigroup and Wells Fargo & Co.
04/02/2019
Piper Jaffray Expands Fixed Income Services with Hiring of Kyle Javes
Prior to joining the firm, Javes was a director and head of underwriting and high yield trading at Ziegler.
04/02/2019
US equity stalwart takes on family office post
Royce is a graduate of Brown University and received his MBA from Columbia University.
04/02/2019
EP Wealth promotes first women partners
The new partners include the firm’s director of financial planning, Erin Voisin; regional director, Lynn Ballou; and operations director, Sherryl Ray.
04/01/2019
EPIC Adds Knight, Smiley in Atlanta
According to Maurice Edwards, managing principal of EPIC’s Integrated Risk Solutions Practice, Knight will be responsible for creating and delivering EPIC’s advanced analytical tools.