08/14/2019
BMT Wealth Management expands team
Edward joins BMT from Wells Fargo
People Moves
08/14/2019
Wealth Management Firm Names Chief Financial Officer
Prior roles for Mr. Weinkle at Dynasty include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO.
08/14/2019
B. Riley Wealth Management Appoints President
We're pleased to announce Chuck's promotion to President of B. Riley Wealth Management
08/14/2019
AIG names Deputy CFO, Head of Treasury, Investor & Rating Agency Relations, and Corporate Development
Purtill will oversee AIG’s engagement with key financial stakeholders
08/13/2019
Goldman names new head of activism defense team
Mehrotra was tapped after Steven Barg resigned to join Elliott, one of the world's busiest activist hedge funds.
08/13/2019
Andersen Tax expands US National Tax Practice
He joins the firm with over 16 years of public accounting experience with subject matter expertise on domestic tax issues, including income recognition, inventory methods, and cost recovery.
08/13/2019
Schroders appoints head of Canadian business
She will retain these responsibilities in addition to taking on the new role.
08/13/2019
Allen Matkins Continues its Growth Initiative
Ryan is a board member and treasurer of the Noble Vikings Charity
08/12/2019
Cincinnati Financial Corporation Expands Board
Before joining the Chamber, Meyer served as member-in-charge for the Cincinnati office of Frost Brown Todd LLC where she focused her legal practice on a wide spectrum of business issues, including counseling and litigating advertising and media law issues
08/12/2019
Cloudera and Carl C. Icahn Announce Agreement
Cloudera, which has a classified Board, will appoint Messrs. Graziano and Lynn as Class I directors whose terms expire at the Company's 2021 annual meeting.
08/12/2019
Evercore appoints Senior MD in New York
He is a graduate of Harvard Law School and the University of Ottawa.
08/12/2019
Four Wealth Managers Join First Republic in New York Area
The team will be based in Paramus, New Jersey.
08/12/2019
Alex Jones to head Intermediate Capital's U.S. private wealth solutions
Jones previously worked in JP Morgan Private Bank
08/09/2019
The race for JPMorgan Chase leadership has begun
With JPMorgan Chase CEO Jamie Dimon’s resignation looming, Marianne Lake, the recently appointed head of consumer lending, has emerged as a possible successor
08/09/2019
Morgan Stanley duo managing $260 million joins Raymond James
Rene Dierkes and Frank McKenna move to employee unit in Morristown, N.J.
08/09/2019
Sun Life Global Investments appoints President
As President of SLGI, Jordy will oversee SLGI, driving Client outcomes through investment performance and distribution excellence.
08/08/2019
IQ-EQ managing director joins board of Ireland Canada Business Association
A certified accountant with over 20 years’ financial services experience, Joanne trained with Ireland’s largest insurance company before joining the financial services arm of one of the ‘Big 4’ accounting firms.
08/08/2019
Wells Fargo Kentucky Team Bolts for Morgan Stanley
Neither Rogers not Tomblinson—who have 35 and 20 years of brokerage experience, respectively—returned calls for comments left at their new office.
08/08/2019
Eversheds Sutherland taps Kern as partner for M&A and private capital teams
“Stacey is a great addition to our Chicago oce, which we opened with the idea that we would continue to add talented lawyers who t from a strategic standpoint.”
08/08/2019
Integrity Wealth Advisors appoints Senior Financial Advisor
Jeff's current community involvement includes serving on the Board of Directors for Colorado Uplift, a non-profit leadership program focused on inner-city youth.