04/10/2019
McDermott adds to wealth preservation and asset protection offerings for high net worth clients
Elizabeth adds a well-rounded wealth management skillset to our team
People Moves
04/10/2019
BNY Mellon Strengthens Digital Leadership with Three Industry Hires
Our growing bench of digital talent will sharpen and unlock even more value in a constantly changing, disruptive environment.
04/10/2019
HJ Sims appoints Investment Banking VP
He spent the past 12 years managing projects and analytics for governmental entities
04/10/2019
Scotiabank Appoints Board Chairman
Mr. Regent holds a B.A. from the University of Western Ontario and is a chartered accountant and a Fellow of CPA Ontario.
04/10/2019
D.A. Davidson hires Managing Director
Firm Grows Investment Banking Division With Veteran Technology Banker
04/10/2019
Waller Capital Team Joins Stifel
John founded Waller Capital Partners in 1982 to provide a bridge between entrepreneurial cable owners and New York’s larger capital sources.
04/10/2019
Janney Welcomes 14 New Financial Advisors to its Private Client Group in the First Quarter of 2019
Janney had another successful quarter recruiting leading Financial Advisors with experience and expertise in all aspects of wealth management
04/09/2019
Hedge fund Cruiser Capital hires Kapur from SumZero
It settled with Ashland after the company agreed to add independent directors and make other changes.
04/09/2019
Let’s Congratulate Deloitte’s New Audit and Consulting Bosses
Each case effective June 2, 2019.
04/09/2019
SoftBank Hires Three Execs for $5 Billion Latin America Fund
Paulo Passoni, ex-managing director with Daniel Loeb’s hedge fund Third Point, and SoftBank’s own Shu Nyatta will serve as investment partners focused on finding and executing deals.
04/08/2019
AIG appoints QBE's Kathleen Zortman to lead global high net worth business
In this new role, Ms. Zortman will lead AIG’s global High Net Worth portfolio
04/07/2019
Deutsche WM launches investment team for wealthy clients
This is one of the latest developments at Deutsche's wealth arm, which recently hired HSBC's head of international private banking Rui Forcada and three Brazil-focused private bankers.
04/05/2019
Holland & Knight Welcomes Three Prominent Women Attorneys in Bogotá
She has been recognized by Chambers Global and on the Legal 500 Power List for Colombia.
04/05/2019
TD Bank Group Announces Election of Directors
The detailed results of the vote for the election of directors held at its Annual Meeting of Common Shareholders
04/05/2019
Pinnacle Bank Promotes Tony Marandos to Executive Vice President, Regional President
Tony received his M.B.A. from Monterey Institute of International Studies in 1992.
04/04/2019
Calamos names head of wealth strategy and trust services
She will have a national presence as she collaborates with the firm's advisors both there and at its offices in Florida and New York.
04/04/2019
Northern Trust appoints Head of Global Fund Services Americas
Burns has more than 20 years of experience in financial services technology
04/03/2019
Blockchain Firm TZero Appoints CEO to Build Broker-Dealer Unit
Elliot Grossman, previously MD at TZero's broker partner Dinosaur Financial, will be responsible for establishing the vendor's new broker-dealer division.
04/03/2019
Janney grabs 2 teams with $278M from Wells Fargo, Merrill Lynch
The group previously oversaw $184 million, according to their new employer. Judge and Trevethan have 26 and 23 years of financial experience, according to FINRA BrokerCheck records.
04/03/2019
Tolleson Wealth Management Names Rick Lafitte as New President of Tolleson Private Bank
Lafitte responsible for firm's private banking services and relationships