03/15/2018
Swarm Fund Welcomes Chris Eberle as COO for Fast-Growing Decentralized Capital Marketplace
Swarm Fund is a decentralized capital marketplace that democratizes investment using the power of the blockchain
People Moves
03/15/2018
Goldman Sachs names new president and COO
Harvey’s work ethic, command of complexity, and client focus have defined his career at the firm,” said Lloyd C. Blankfein, Chairman and CEO of Goldman Sachs.
03/14/2018
Merrill Shuffles Managers in Ultra-Rich Business, Adds Centralized Support Unit
She replaces Robert A. Johnson, who has retired from overseeing what had been called the Southwest region, a spokeswoman said.
03/14/2018
PBMares Wealth Management hires financial planner in Newport News
Johnson, a senior wealth adviser in the Harrisonburg office, is also a certified financial planner and carries the FINRA Series 7 & 63 and VA Life and Health Insurance Licenses.
03/13/2018
Matthew Peron Joins City National Rochdale as Chief Investment Officer
As CIO, Peron will be responsible for providing investment management leadership to City National Rochdale.
03/13/2018
Citi Private Bank Bolsters North American Wealth Planning Team
Natalia Murphy Appointed as Head of Trust and Wealth Planning for North America
03/13/2018
Goldman Sachs Puts David Solomon in Line to Be Next CEO
Solomon’s status rises at firm after fellow president, Harvey Schwartz, announces plans to retire in April
03/12/2018
Greenberg Traurig Elevates Four Attorneys in the Latin American Practice to Shareholder
“We congratulate our new shareholders and look forward to witnessing their continued achievements.”
03/12/2018
Rockefeller Capital Management Expands Leadership Team with New Senior Hires
Michael Brakey and Grace Yoon to Join Rockefeller
03/12/2018
Canaccord Genuity expands Canadian wealth management business
Based in Calgary, the MLD Wealth Management Group operates as a multi-family office with a focus on helping high net worth clients meet and exceed their complex financial goals.
03/12/2018
Neuberger Berman Names Head Of Product Strategy And Marketing
He holds an MBA in International Finance and Economics from The Wharton School, a JD from Stanford Law School, and B.A. from the University of Pennsylvania.
03/12/2018
Wilmington Trust Hires Dexter R. Conner as Senior Private Client Advisor for Atlanta Wealth Office
He will provide comprehensive wealth management advice to high-net worth individuals and families, business owners, and entrepreneurs, as well as foundations and endowments.
03/12/2018
Invesco expands Global Solutions Team to meet the evolving needs of clients
Alexandre Mincier joins as global head of insurance client solutions development, Mark Humphreys as head of EMEA client solutions development, and Vincent de Martel as solutions strategist for North America
03/09/2018
Advisor Team Joins Insight Wealth Strategies
Insight Wealth Strategies, San Ramon, Calif., has added four employees.
03/08/2018
Goldman and Blackstone hire and fire PMs on alts funds
Goldman Sachs and Blackstone have both reshuffled the subadvisor line-up on their respective multi-manager alternative funds, according to Securities and Exchange Commission filings.
03/08/2018
Andersen Global Names Board of Directors for Latin America
The Board is comprised of eight top tax and legal Partners from Andersen Global member firms that will work alongside Global Chairman and Andersen Tax LLC CEO, Mark Vorsatz, to provide counsel and guidance in the direction and operations within Latin Amer
03/08/2018
International Tax and Estate Planning Attorney Lucy S. Lee Joins Greenberg Traurig
Lee received an LL.M in Taxation from Georgetown University Law Center in 2005
03/08/2018
U.S. Capital Advisors Hires Head of Business Development
As Head of Business Development, Mr. Kovics will lead the growth and expansion of USCA's Wealth Management business.
03/08/2018
Davis Polk adds Hong as partner for its investment management group
Law firm Davis Polk has added Michael S. Hong as a partner in its investment management group. Hong will focus on private equity fund formation. Previously, Hong worked at Paul, Weiss, Rifkind, Wharton & Garrison LLP where he was a partner in their pr
03/07/2018
Marlene Debel to Lead MetLife Retirement Busines
U.S. CFO, Former Treasurer Takes On Business Leadership Role