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People Moves

08/22/2019

Highview Capital makes promotions and adds new hire to investment team

Gilbert is responsible for all aspects of the firm’s investment process

08/22/2019

Blackstone Hires Senior MD for Growth Equity Investing

Most recently, Mr. Jagannath was a partner at Navab Capital Partners

08/21/2019

Bank of America Hires Technology Banker from Citi

He will join Bank of America in November and be based in San Francisco.

08/21/2019

Fired Multi-Million-Dollar Merrill Broker Joins Oppenheimer

The advisor led a team at Merrill that was overseeing around $1.1 billion in client assets

08/21/2019

CalPERS Heads Toward Restructuring Investment Committee

Board’s governance committee gave first approval Tuesday night to a plan that reduces the size of the investment committee and the number of meetings.

08/21/2019

RBC announces retirement of RBC Capital Markets and RBC Investor & Treasury Services Group Head

Mr. McGregor joined RBC in 1983

08/20/2019

Raymond James takes on $260M Merrill Lynch team

“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.

08/20/2019

A Goldman Sachs VP joined a NY macro fund that's growing in London

Most of Tenaron's London hires happened in January 2019, when the fund migrated trader Tobias Wolf from its New York office and recruited repo trader Jens Loosen from Commerzbank.

08/20/2019

Wolters Kluwer Legal & Regulatory U.S. Names Ken Crutchfield as Vice President & General Manager of Legal Markets

An experienced information and software solutions industry leader, Crutchfield brings three decades of experience to his new role.

08/20/2019

Principal Names Board of Director

Auerbach, 56, joined PayPal in 2015

08/20/2019

CAPTRUST Bolsters Wealth Management Leadership with Addition of Frank Bub

Bub has over 25 years of experience in the wealth management and independent investment advisory industries.

08/20/2019

Aiva appoints sales manager for Jupiter distribution deal

A spokesman for Aiva said it is now looking to hire a replacement to fill Mata’s vacant spot in the investments team.

08/16/2019

Spartan Capital Securities hires Managing Director of Fixed Income

We are very pleased that Gerry Heilpern has joined the Spartan team

08/15/2019

Ontario Teachers' Ontario Teachers' Pension Plan going on hiring spree

OTPP managed around C$191 billion ($144 billion) in assets as of the end of 2018 for 327,000 working and retired teachers.

08/15/2019

Hirtle Callaghan Appoints Endowment Veteran

Mr. Vaccaro joins Hirtle Callaghan from the University of Pennsylvania's Office of Investments

08/15/2019

Bank of America names new managing director for D.C.'s Merrill team

He will oversee financial advisers, corporate benefits specialists and private wealth advisers for the local branch of the investment and wealth management business.

08/15/2019

AIG Appoints Chief Actuary, General Insurance

Mr. Olsen holds a B.S. in Mathematics from Rensselaer Polytechnic Institute and he is a Fellow of the Casualty Actuarial Society.

08/15/2019

LPL Financial Welcomes Blue Line Wealth Management

Seeing everything at once makes it easier to make informed recommendations. And LPL’s scale allows me to offer all these features at a reasonable cost to my clients,” said Frayler.

08/15/2019

Northern Trust Wealth Management appoints Director of Business Services

Northern Trust Wealth Management has more than 130 years of experience working with business owners

08/15/2019

Artivest Achieves Critical Platform Momentum, Announces Executive Leadership Appointment

Executive Chairman Martin Beaulieu assumes Chief Executive Officer post; will lead Artivest alongside Founder & President James Waldinger as digital platform draws outsized demand and record flows.

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