08/27/2020
Former Pershing Exec Mark Tibergien Joins Pathstone’s Board
The former head of Pershing's custody business is back, this time serving as a board member for $20 billion family office Pathstone.
People Moves
08/27/2020
Guggenheim Hires Regional Vice President
Woods brings over 30 years of industry experience and will lead sales in New Jersey and the New York Metro area
08/26/2020
PIMCO Names Gregory Hall as Head of U.S. Global Wealth Management
In his new role, Mr. Hall will lead PIMCO’s talented U.S. GWM team in providing wealth clients with a broad suite of strategies including core fixed income, income strategies, municipals, credit, and enhanced cash and longer-term illiquid strategies
08/26/2020
UBS Private Wealth Management hires Washington DC-based financial adviser team
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington DC PWM office
08/26/2020
Walton joins First National Wealth Management
“I’m thrilled to be back home on MDI,” said Walton.
08/26/2020
Wahed Invest Inc. Appoints Kashif Khan as SEO & Managing Director
He has a strong reputation for his expertise and business acumen in the global markets, including the U.S., Middle East and Asia.
08/25/2020
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.
08/25/2020
BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management
A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.
08/25/2020
Markel promotes Julia Chu to chief risk officer
“She has played a key role in further developing and implementing Markel's ceded reinsurance strategy and has been instrumental in positioning our reinsurance placements and partnering with executive leadership to build and protect Markel'
08/25/2020
Hamilton snares Aartie Manansingh to build its US M&A business
She has also served as assistant vice president in Ironshore Insurance Services’ M&A group, and as senior underwriter at Allied World Assurance Company.
08/21/2020
Christoffer Abramson new CFO at Catella AB
Christoffer Abramson will take up the role of CFO at Catella on 15 October 2020.
08/21/2020
Berdon Adds Two Seasoned Professionals to Enhance Its Personal Wealth and Family Office Services Practice
With more than 25 years of professional experience, Amy Joyce joins the firm as a Partner and specializes in advising high net worth individuals with tax mitigation and wealth preservation strategies.
08/21/2020
Markel strengthens its audit and governance committees with board appointment
She also worked at the Central Intelligence Agency for five years.
08/21/2020
Mark A. Chancy Elected to Wells Fargo’s Board of Directors
Chancy has more than 30 years of banking and financial services experience, including 18 years at SunTrust where he served in a broad range of leadership roles spanning consumer and commercial banking, investment banking, and financial management until re
08/20/2020
Elastic Path appoints Jamus Driscoll as Chief Executive Officer
Former Moltin and Demandware executive brings track record of driving growth and innovation to industry leader in headless commerce
08/20/2020
Paul Tanner to Lead Hylant’s Family Office Practice in Beverly Hills, CA.
Paul’s strategic approach aligns to the visionary approach for the organization to meet the customer at its needs
08/19/2020
Bluespring Wealth Partners Bolsters Team With New VP of Business Consulting
Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success
08/19/2020
Barb Godin Retiring from Regions Bank after 45-year Career in Financial Services
She joined Regions in 2003 as a consumer credit executive and has played a significant role in strengthening the bank’s credit culture and providing valuable leadership in credit policy, credit administration and problem asset management.
08/19/2020
Deutsche Bank int’l private bank Americas boss exits
It is not yet known if he is joining another firm following his exit next month.
08/19/2020
Deutsche Bank Nabs Ex-Credit Suisse Banker
She will report to George Crosby, also a former HSBC banker who oversees Deutsche's Latin American private banking business from Miami, and to Loic Voide, Middle East and Africa wealth boss, in Geneva.