09/10/2019
15-year UBS veteran named branch manager of St. Petersburg office
I am thrilled to accept this opportunity to join the St. Petersburg office
People Moves
09/09/2019
Liberty Specialty Markets unveils key appointments for US, Bermuda and LatAm
For the past four years, Montoya was president of Liberty International Underwriters (LIU) Latin America, where he was responsible for building the presence of LSM in the region.
09/09/2019
Blackstone Names Chief Administrative Officer, Global Head of Investor Relations and Business Development
Mr. Sawhney joined Blackstone in 2007 and currently serves as COO of Blackstone’s private equity business
09/06/2019
Principal Chief Information and Digital Officer to Retire
Gary Scholten to leave Principal after 39 years of service
09/06/2019
Ilan Goldfajn appointed Chairman of the Advisory Board of Credit Suisse Brazil
The Advisory Board of Credit Suisse Brazil will provide counsel for the strategic decisions of local management, and empower local management projects
09/05/2019
Marc Schwartz Appointed as Partners Capital Strategic Advisor
Marc holds an MBA from Stanford University Graduate School of Business and graduated magna cum laude from Harvard College.
09/05/2019
Citi boosts Board
He has had a successful career in the financial services sector and since 2008 has served as CEO of Aegon
09/05/2019
SS&C Names New President and Executive Leadership for SS&C Health
SS&C adds talent to deliver healthcare industry business transformation
09/05/2019
Atos and UBS Executives Join AppGuard
As AppGuard continues its rapid growth, the company continues to add top-flight executives to manage demand and product innovation and support further growth.
09/05/2019
SS&C Unveils New SS&C Intralinks Executive Team
Ken Bisconti and Bob Petrocchi appointed as co-heads of SS&C Intralinks
09/05/2019
Financeware appoints new CEO
Former Head of Fidelity Corporate Actions Solutions to Execute the Company's Vision and Strategy
09/04/2019
UBS Hires $2.7 Million Merrill Lynch Team in Northern California
McCallion who also works in Greenwich, Conn., is a 20-year Merrill veteran who was managing $391 million at the firm.
09/04/2019
Rockefeller Hires Morgan Stanley Chairman’s Club Broker in New York
Rockefeller is run by former Morgan Stanley and Merrill Lynch executive Greg Fleming, who has larded his management and recruiting team with former executives from the wirehouses.
09/04/2019
James Patrick & John D'Amico Appointed as Financial Advisors of Mill Valley UBS Office
$440 million team moves to UBS
09/04/2019
BWF's Bond Lammey to Lead Apra
For 30 years, Apra has been committed to serving, representing and advancing the professionals and practices that enable the philanthropic success of institutions that rely on fundraising for achieving their missions.
09/04/2019
AIG Names Head of Retail Property, North America General Insurance
He will be based in New York and report to Ken Riegler, President of North America General Insurance, Product & Field Management.
09/04/2019
R. Martin Chavez, Senior Goldman Sachs Executive, Will Retire
Over the past year, Mr. Chavez has led an overhaul of Goldman’s trading technology, part of an effort to help the firm better serve corporate clients.
09/03/2019
4Front Expands Finance Team With New CFO, Other Key Appointments
New hires reflect 4Front's prioritization of balancing entrepreneurial spirit and agile leadership with demonstrated capabilities and applicable experience
09/03/2019
Capital Group Hires Rick Headrick to Continue Growth in Canada
Headrick has more than 20 years of industry experience
08/30/2019
Sullivan to replace Pelletier as Prudential Financial EVP, Head of US
Yanela Frias, current Head of Investment and Pension Solutions within the Retirement business, will be promoted to President of Prudential Retirement.