09/04/2019
R. Martin Chavez, Senior Goldman Sachs Executive, Will Retire
Over the past year, Mr. Chavez has led an overhaul of Goldman’s trading technology, part of an effort to help the firm better serve corporate clients.
People Moves
09/03/2019
4Front Expands Finance Team With New CFO, Other Key Appointments
New hires reflect 4Front's prioritization of balancing entrepreneurial spirit and agile leadership with demonstrated capabilities and applicable experience
09/03/2019
Capital Group Hires Rick Headrick to Continue Growth in Canada
Headrick has more than 20 years of industry experience
08/30/2019
Sullivan to replace Pelletier as Prudential Financial EVP, Head of US
Yanela Frias, current Head of Investment and Pension Solutions within the Retirement business, will be promoted to President of Prudential Retirement.
08/30/2019
Michael Stickney named chief growth officer at iA Financial
Stickney joined iA Financial Group in 1999
08/29/2019
Mercer names Philadelphia office wealth head
The announcement of Cordover’s appointment arrives on the heels of the appointments of Jamil Jaffer and Kaushik Mehta, who in early August were respectively named business leader of Mercer’s Irvine, California business leader of health and the
08/29/2019
Janus Henderson expands global emerging markets investment team
Prior to joining Putnam, Graña worked at Merrill Lynch & Co., where he spent four years in the Latin America Investment Banking Group.
08/29/2019
MUFG Appoints Head of Global Transaction Banking
Ms. Clark assumes this new role in addition to her current positions as Head of Transaction Banking Americas and Bay Area President
08/29/2019
JOHCM appoints CEO for US business
I am excited by this opportunity and attracted by the firm’s investment-led pedigree and entrepreneurial culture
08/28/2019
Wilmington Trust Appoints 12 Wealth Advisors and Strategists
New hires represent a significant addition to client-facing force in 2019, an almost 20% increase of staff in key geographies with plans to continue to grow in the U.S. and globally
08/28/2019
Basran Wealth Management Group joins Canaccord Genuity
The team, which is now part of Canaccord’s Vancouver office, was previously with RBC DS
08/28/2019
G2 Insurance Services appoints director of family office & wealth management
Prior to joining G2, Shirley held senior positions in private risk management at Marsh, Wells Fargo, and, most recently, Lockton Companies.
08/28/2019
Bank of America Private Bank Expands
Robert Marrone has joined as a Managing Director, Private Client Advisor, based in Red Bank, New Jersey.
08/28/2019
Boenning & Scattergood appoints VP, Private Client Group
Joe will serve as Financial Advisor with a focus on servicing the comprehensive wealth planning needs of high-net-worth individuals, entrepreneurs, and corporate executives.
08/27/2019
Andersen Tax Adds Managing Director
Before joining Andersen Tax, Jerry was a Partner at BDO USA LLP, in the firm’s national tax office for ASC 740 & IAS 12.
08/27/2019
Ross, Sinclaire & Associates hire wealth manager
Corwin graduated from Framingham State University in Massachusetts and has more than 30 years of experience as a financial professional.
08/27/2019
Principal Global Investors appoints new head of funds business
“In addition to being a strong cultural fit, Kamal brings a seasoned understanding of evolving customer needs to help us take advantage of new opportunities to grow our global platform.”
08/26/2019
OPTrust Appoints Peter Lindley as CEO
He is a financial services industry veteran
08/23/2019
Top Merrill Broker Patrick Dwyer Leaves Amid Accusations
A spokesman confirmed that Dwyer is no longer employed at Merrill, where the advisor spent his entire career, according to his BrokerCheck history.
08/23/2019
HSBC hires Deutsche and JPM private bankers for Brazil team
Teofilo has around 20 years industry experience and had been at Deutsche for just over a year after joining its wealth division from JPM in April last year.