11/26/2019
AIMCo Announces board appointments
It is important that the board continues to attract top calibre talent
People Moves
11/26/2019
Markel names new head of global casualty underwriting and claims
Her new role requires her to provide thought leadership on casualty insurance initiatives and supports strategic underwriting initiatives across Markel
11/26/2019
Markel names Global Casualty Underwriting and Claims MD
Finsness currently leads Casualty Claims at Markel for North America and the Dublin and London Assurance divisions.
11/26/2019
Northern Trust Expands into Philadelphia, Announces Key Hires
Northern Trust, a leading provider of wealth management services, announced today that Michelle Hong and Melissa Novak, CFA, will co-head the firm’s local team
11/26/2019
ROW Asset Management Hires Institutional Sales Veteran
Previously, Schneider was Director of Business Development, North America for ISAM, a London-based systematic investment manager.
11/26/2019
PURE names new chief growth officer
Hourihan will be based in PURE’s White Plains, N.Y., headquarters.
11/22/2019
ZRG bolsters Asset and Wealth Management practice
Michael Castine Joins ZRG, Bolstering Asset and Wealth Management Practice
11/22/2019
Franklin Templeton appoints new CEO
She will be responsible for the operation of all aspects of the business
11/22/2019
RMB Capital Chief Operating Officer to Retire at End of Year
Prior to joining RMB, Clark had served in leadership roles across the investment industry
11/22/2019
Northern Trust Hires Senior Wealth Strategist
Steph has a demonstrated track record of using her specialized expertise to empower women at various stages of wealth creation and management.
11/22/2019
Anchin, Block & Anchin Admits three to the Partnership and Promotes four to Director
In addition to the new partners, Audelene Gutierrez, CPA, Brent Lessey, CPA, Adam Pizzo, CPA, and Michael Rudegeair, CPA, CFP, have been promoted to Director.
11/22/2019
Glenmede Announces Key Sustainable and Impact Investing Appointments
Mr. Hays joins Glenmede from J.P. Morgan Asset Management
11/21/2019
BBVA USA appoints Relationship Manager for Global Wealth
As a Relationship Manager, Crespo will be responsible for developing and maintaining client relationships among high net worth and ultra-high net worth individuals and families in the Miami area.
11/21/2019
Harold L. Morrison, Jr. to Join Markel's Board of Directors
From 2008 to January 2016, Morrison served as Executive Vice President of The Chubb Corporation
11/21/2019
Alan Kirshner to Retire as Executive Chairman of Markel Corporation; Steven Markel to Become Chairman of the Boards at 2020 Annual Meeting
The Board has named Alan to the honorary position of “Chairman Emeritus” of the Board upon retiring from his leadership positions in May of next year.
11/21/2019
WSFS Wealth’s Multi-Family Wealth Management Boutique appoints new President
Mr. Schneider’s career includes over 25 years of experience in wealth management
11/21/2019
Triad Advisors Successfully Recruits Hybrid Wealth Management Practice
SWA provides its clients with an integrated financial planning and wealth management experience
11/20/2019
Citi names institutional client group Mexico boss in exec reshuffle
His appointment comes on the heels of Jane Fraser being appointeed Forese’s replacement as president of Citigroup in late October.
11/20/2019
Mizuho parts with two LatAm banking veterans
Prior to joining Mizuho, Voorduin was most recently a managing director at HSBC where he worked for 12 years in New York and Mexico City, the press release said.
11/20/2019
Vanguard Announces Key Investment Management Appointments
Firm bolsters active management roster with senior hires