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People Moves

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.

11/22/2019

Glenmede Announces Key Sustainable and Impact Investing Appointments

Mr. Hays joins Glenmede from J.P. Morgan Asset Management

11/21/2019

BBVA USA appoints Relationship Manager for Global Wealth

As a Relationship Manager, Crespo will be responsible for developing and maintaining client relationships among high net worth and ultra-high net worth individuals and families in the Miami area.

11/21/2019

Harold L. Morrison, Jr. to Join Markel's Board of Directors

From 2008 to January 2016, Morrison served as Executive Vice President of The Chubb Corporation

11/21/2019

Alan Kirshner to Retire as Executive Chairman of Markel Corporation; Steven Markel to Become Chairman of the Boards at 2020 Annual Meeting

The Board has named Alan to the honorary position of “Chairman Emeritus” of the Board upon retiring from his leadership positions in May of next year.

11/21/2019

WSFS Wealth’s Multi-Family Wealth Management Boutique appoints new President

Mr. Schneider’s career includes over 25 years of experience in wealth management

11/21/2019

Triad Advisors Successfully Recruits Hybrid Wealth Management Practice

SWA provides its clients with an integrated financial planning and wealth management experience

11/20/2019

Citi names institutional client group Mexico boss in exec reshuffle

His appointment comes on the heels of Jane Fraser being appointeed Forese’s replacement as president of Citigroup in late October.

11/20/2019

Mizuho parts with two LatAm banking veterans

Prior to joining Mizuho, Voorduin was most recently a managing director at HSBC where he worked for 12 years in New York and Mexico City, the press release said.

11/20/2019

Vanguard Announces Key Investment Management Appointments

Firm bolsters active management roster with senior hires

11/19/2019

Cincinnati Financial Corporation Appoints 12th Independent Director, Names 2020 Director Nominees

The board also announced that it reduced its size to 13 members as of the next annual meeting of shareholders scheduled for May 2, 2020

11/19/2019

Raymond James Poaches More FAs from Wells Fargo

Wells Fargo lost an advisor in Chicago to RJA and in October it lost a $775 million practice to RJA.

11/19/2019

First Bank & Trust boosts Wealth Management Division

He will serve clients in the First Bank & Trust Company footprint throughout Virginia and Tennessee.

11/19/2019

UBS hires 9 reps managing $1.6 billion

Biggest win is trio who managed $676 million at Merrill Lynch

11/19/2019

Nuveen Names new CEO

In 2015, he became the leader of Nuveen’s Real Assets business

11/19/2019

Nuveen names co-heads of private-market impact investing

Nuveen managed about $1 trillion as of Sept. 30, including private market impact investments totaling $1.2 billion.

11/19/2019

Head of Retail Asset Management Joins Guardian Capital

Mr. Gordon brings an unparalleled breadth of knowledge to his new position

11/19/2019

The Rohatyn Group Acquires Emerging Markets Multi-manager Business

Mr. Rohatyn noted, “Each new differentiated vantage point from which we view emerging markets increases overall coverage and visibility, enhancing our level of insight and the quality of decision making across the firm.”

11/19/2019

Regions Bank announces retirement of John Barton and appointment of Mike Mauldin as head of the Healthcare Specialized Industry Group

Barton’s accomplishments at Regions are wide-ranging

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