08/07/2018
AIG appoints deputy CFO from Zurich
American International Group (AIG) has appointed Jonathan Wismer as senior vice president, deputy chief financial officer and chief accounting officer.
People Moves
08/07/2018
KPMG Names Chief Diversity Officer
She succeeds Sue Townsen, who returns full-time to the firm's Advisory practice.
08/07/2018
Rockefeller Capital Management has added another executive to its ranks
The Firm will invest in continuously enhancing the platform to provide ultra- and high-net-worth individuals and families a world-class client experience.
08/07/2018
Northern Trust Strengthens Foundation & Institutional Advisors Group
FIA is a dedicated, national practice that serves the investment and advisory needs of foundations, endowments and other nonprofit institutional investors.
08/07/2018
Baird Taps New Wealth Exec
In her new role, Laura Thurow will lead staff, platforms and back-office support for the firm’s 850 financial advisors.
08/07/2018
LA's 'Bank to the Stars' Targets Am Law 200 With New Citi Hires
City National Bank, part of Royal Bank of Canada, has its sights set on lending to the biggest law firms in the country.
08/07/2018
International law firm continues growth of Global asset management platform
Corporate Partner William Tuttle Joins Firm, Expanding Its BDC Representation
08/07/2018
State Street Appoints CEO of InfraHedge
Managed Accounts Business Also Awarded the 2018 Porter Prize by Harvard Business School’s Institute for Strategy and Competitiveness
08/03/2018
Templeton wealth boutique adds PM to int'l team
‘We are committed to strategically growing our team of relationship-focused wealth management professionals in South Florida who can draw on a wide spectrum of expertise and skills to help clients reach their long-term goals,’
08/03/2018
Ultra-High-Net-Worth Firm Joins Focus Financial
Atlanta-headquartered firm plans to turbocharge its growth with support from Focus
08/03/2018
Silicon Valley Bank Names New CIO and CTO
"Their deep expertise and ability to execute on our long-term technology goals will be instrumental as SVB continues to grow and serve the needs of our global clients and employees."
08/03/2018
Wells Fargo Shakes Up Wholesale Division, Elevating Adams
Measures include merger of units into commercial banking group
08/03/2018
Canaccord Genuity appoints new Independent Director
Ms. Jones also serves on the Board of Directors of Data Communications Management Corp.
08/02/2018
Morgan Lewis Welcomes Aboard Wilmer Corporate Duo
Mr. Rose, a former associate general counsel at a Fortune 500 financial services company and a former executive at a clean-technology company, represents corporate venture capital investors and their portfolio companies.
08/01/2018
Raymond James Nabs Wells Fargo Reps Managing $550 Million
Wells Fargo’s advisors have been leaving the firm since the 2016 revelations that the company’s retail banking employees opened millions of accounts without client authorization
07/31/2018
RBC Global Asset Management adds to US equity investment team
She began her career in the investment industry in 2010.
07/31/2018
Canadian Pension PSP Hires new CIO
After just a year at the University of California, the former APG CEO is taking over a C$153 billion Canadian fund.
07/31/2018
CEO of Texas Multi-Family Office ro step down
"My family recently spent our annual vacation at the Amalfi Coast and we fell in love with the people and the culture."
07/31/2018
Baird hires Barbara Paneral as VP
"I’ve known Barbara for nearly 10 years and know her to be as committed to her clients as any financial advisor I’ve seen,” Peel said
07/31/2018
Jadwin Asset Management joins tru Independence Platform
Jadwin's investment approach focuses on stocks, bonds, mutual funds and ETFs, and avoids derivatives, structured notes and esoteric securities, securities with embedded loads and sales charges.