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People Moves

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.

08/14/2019

Strategic Wealth Partners Grows Its Wealth Management Team

Additions Expand Reach in Wisconsin and Illinois

08/14/2019

BTIG Adds Head of Capital Markets

He will be based out of the firm’s New York office and report into Matt Clark, who leads BTIG Investment Banking.

08/14/2019

BMT Wealth Management expands team

Edward joins BMT from Wells Fargo

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.

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