03/21/2019
AMP Capital appoints former Apple operations head as senior adviser
Preising joins AMP Capital’s team of fifteen senior advisers which represent leading industry talent from across infrastructure sectors.
People Moves
03/21/2019
OpenInvest Expands Sales Leadership Team To Support Rapid Growth
Appoints VP of Sales and Director of Intermediary Sales & Client Engagement
03/20/2019
Raymond James CFO to Retire
Jeff Julien has been with the independent broker-dealer for 32 years and will remain on the board of Raymond James bank.
03/20/2019
JPMorgan Advisor Launches Indie Wealth Management Firm
Graham brings along client associates Joy Budnik and Michael Cordano from JPMorgan, where Graham had been for 17 years, according to Jackson Capital.
03/20/2019
Fleming’s Rockefeller Continues Poaching Execs
Rockefeller also lured RBC’s head of advisor recruiting to hire and manage private wealth advisors in the Northeast out of its New York office.
03/19/2019
Veteran Distressed Investment Team Launches Invictus Global Management
Amit Patel and Cindy Chen Delano, Formerly of Whitebox Advisors, to Serve as Co-Chief Investment Officers
03/19/2019
A New Senior Vice President of Corporate Development Joins GAMCO Investors
He joins as part of our firm’s management executive team reporting directly to our Chairman.
03/19/2019
Family Office Leaders Join Boston Private
Strategic Hires to Establish the Wealth Advisory and Ultra-High-Net-Worth Family Office Practice and Expand Business Development Efforts across Boston Private
03/19/2019
Invesco promotes Italy country head to MD, head of retail distribution EMEA & LatAm
Invesco's veteran Trezzi has implemented and managed various strategic initiatives and projects since he joined the firm in 1999
03/19/2019
Family Office Leaders Bill Woodson and Edward V. Marshall Join Boston Private
He will work with the firms Private Banking, Wealth & Trust teams to develop comprehensive, advice-based solutions for ultra-high-net-worth clients and family offices.
03/19/2019
JPMorgan Loses Exec to Chicago-based RIA
The Boston-based pair previously oversaw $200 million at Northwestern Mutual, LPL says.
03/19/2019
Bank of America to Hire 300 Bankers in Greater L.A. Region
The economy in Los Angeles continues to be strong.
03/19/2019
First Republic Continues Poaching Wealth Management MDs from Large Brokerages
UBS didn’t respond to AdvisorHub’s request for comment. Lovell is obligated to take a two-month garden leave and didn’t respond to the website’s requests for comment.
03/18/2019
Matthew Panarese Joins Rockefeller Capital Management in Philadelphia
As a Managing Director in the Multi-Family Office, Panarese will focus on serving ultra-wealthy clients with wealth and tax planning, wealth transfer strategies and family office services, helping families successfully manage their complex financial needs
03/15/2019
Rob Zaharia Joins Matthews™ as Vice President of Multifamily Division
“The addition of Rob to our multifamily division strengthens our presence in the Hollywood submarket,” said Withers.
03/14/2019
First Republic snags another Wall Street veteran, this time from J.P. Morgan
Michael S. Lee will run the New York territory for First Republic's wealth management business
03/14/2019
Murphy is named as president of Phillips Edison
Prior to joining PECO in 2013, Murphy was vice chairman of investment banking at Morgan Stanley.
03/14/2019
Former SEC regional head joins Morrison & Foerster as Partner in San Francisco
Ms. Choi further builds out the firm’s global investigations practice; brings substantial experience following heightened SEC enforcement in Silicon Valley
03/14/2019
Rockefeller Capital Management appoints head of ESG investments
In the newly created role, Clark is responsible for directing the ESG investing research, analytical and engagement framework and processes across all Rockefeller Asset Management strategies.
03/13/2019
CICA board chair steps down
He is a frequent speaker on captives, RRGs and alternative risk financing.