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People Moves

03/13/2020

First Derivatives appoints Global Chief Marketing Officer

First Derivatives, a global software and consulting company, has appointed Kathy Schneider as Chief Marketing Officer reporting directly to Seamus Keating, First Derivatives’ Chief Executive Officer.

03/12/2020

Sarasin & Partners strengthens portfolio management team

He has been appointed co-manager of the Sarasin Responsible Global Equity fund and deputy manager for JSS Sustainable Equity - Global Thematic.

03/12/2020

Reliance Global Group Names Senior Industry Executive as Chief Investment Officer & Head of U.S. Real Estate

Mr. Colter will be responsible for spearheading new acquisitions and dispositions

03/11/2020

Progress Partners Hires Sanjay Puri as Managing Director

Former Media Executive and Financial Industry Veteran Joins Media & Tech-Focused Boutique Investment Bank

03/11/2020

Exclusive: Paragon Global Markets Hires John Murray as Managing Director

PGM promote their products to a diverse global client base in the exchange traded derivatives, OTC, and FX markets.

03/11/2020

Alvarez & Diaz-Silveira Adds Two Partners

The duo have earned recognition in the South Florida real estate market for their expertise and depth of experience in high-profile real estate matters.

03/10/2020

SEI Names Adam Hornung Senior Client Portfolio Manager in Toronto

Company Continues to Expand Canadian Institutional Team

03/10/2020

Private Client Advisor Joins Virginia Commonwealth Bank

Ms. Streat Brings 20 Years of Experience as a Private Client Advisor to High-Net-Worth Business Owners, Individuals and Families

03/10/2020

SEI Names Adam Hornung Senior Client Portfolio Manager in Toronto

Company Continues to Expand Canadian Institutional Team

03/10/2020

Tiedemann Advisors Appoints Managing Director

Former Secretary Clinton advisor and Goldman Sachs Vice Chairman to support corporate strategy and advise cross-border clients at leading wealth management firm

03/09/2020

Richard Levy to Retire from Wells Fargo

He joined Wells Fargo as controller in 2002

03/09/2020

Board Resignations at Wells Fargo

Both resignations were effective Sunday, March 8th.

03/06/2020

Raymond James scoops up $370M of advisors from Merrill Lynch, Wells Fargo

The new recruits join more than 8,000 independent and employee advisors at the St. Petersburg, Florida-based firm, which oversees total client assets of approximately $876 billion.

03/06/2020

Stifel, Ameriprise Nab Reps From Merrill, Wells Fargo

Meanwhile, LPL Financial and Raymond James share details on their latest hires.

03/06/2020

Apifiny Appointed Industry Veteran as Vice President of Strategic Partnerships

Scott brings a wealth of institutional sales, trading, and operation experience as well as a strong financial background to Apifiny

03/05/2020

Pershing’s Mark Tibergien to Retire at End of May

The company liked his work so much that it hired him to run the business in 2008.

03/05/2020

Erie Street Appoints EVP, Growth and Client Services at Performance Improvement Partners

Prior to joining Performance Improvement Partners, Donegan was Managing Director & Head of Americas Financial Services at Gerson Lehrman Group

03/05/2020

Rothschild & Co Names VC For North American Global Advisory Arm

Jay is a global authority on restructuring

03/05/2020

Stifel, Ameriprise Nab Reps From Merrill, Wells Fargo

Meanwhile, LPL Financial and Raymond James share details on their latest hires

03/04/2020

Amar Joins Fiduciary Trust as VP and Trust Counsel

Her fresh perspectives and ability to generate creative solutions will enable her to have an immediate impact.

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