12/18/2018
Exchange Bank Expands Trust & Investment Management Services
The acquisition is part of Exchange Bank’s expansion of trust and investment services into the Sacramento area. All three will be located in Exchange Bank’s Roseville office.
People Moves
12/18/2018
Northern Trust Promotes Wealth Management Exec
She joined Northern Trust in 2000, became president of the Los Angeles region in 2009 and was promoted to president of the Southern California region last year, according to the press release.
12/18/2018
US bond boutique names EMD chief as co-CIO
His appointment comes amid wider changes and long-term succession planning at the firm.
12/17/2018
Rockefeller Capital Management expands team
Prior to Merrill Lynch, Grosso joined Robertson Stephens in 1999 to manage the Venture Services Group
12/14/2018
Pimco expands LatAm wealth team with Natixis hire
Before joining Pimco, Arias Kluge worked at Natixis' Bogotá office for about nine months as a sales manager for the Andean region.
12/14/2018
Alex Kozhemiakin Joins Macquarie Investment Management as Head of Emerging Markets Debt
He reports to Brett Lewthwaite, global co-head of fixed income for Macquarie Investment Management.
12/14/2018
Mizuho Hires Stancel Riley as Head of Financial Sponsors Group
He has 20 years of investment banking experience
12/14/2018
Atria Wealth Solutions Adds Key Executives for Growth Plans
As we enter an important growth phase of our firm, the story of how we’re doing things very differently from others in our industry
12/14/2018
Barclays International Announces New Managing Directors
The following individuals from across Barclays International have been promoted to Managing Director.
12/13/2018
John Rogers Named President & COO At Veracity Capital
Experienced Leadership with Operational Efficiency, Advisor Support to Provide Best Client Outcomes, Fiduciary Focus
12/12/2018
NYC Appoints Former White House Private Equity Expert as CIO
Alex Doñe will provide direct investment advice to the five New York City Retirement Systems.
12/12/2018
RBC GAM adds to responsible investing team
Homer will also support the fixed income investment teams with developing innovative impact investment capabilities at the firm.
12/12/2018
Patterson Belknap Announces Six New Partners and Two Counsel
Below are brief biographies for the eight promoted attorneys.
12/12/2018
BBVA Compass names new wealth head
The reorganization resulted in BBVA Compass’ investment and insurance business lines coming under a single unit called Investment Services.
12/12/2018
Aksala Wealth Advisors Joins HD Vest Network
Guido said he chose to partner with HD Vest Network because of their commitment to managing taxes and wealth together, which he views as an advantage in a competitive marketplace.
12/12/2018
Calamos Wealth Management Expands New York Office
He was previously a senior vice president and wealth advisor at Neuberger Berman
12/11/2018
Morgan Stanley advisor joins JPM Private Bank
Montemayor had joined Morgan Stanley's Miami office in March 2017 from Deutsche Bank where he was a managing director.
12/11/2018
Finitive Appoints Neil Wolfson To Board Of Directors
In this role he oversaw all debt and equity investing, asset allocation, and investment management for the billion-dollar multi-generational family office.
12/11/2018
RBC Global Asset Management Strengthens US Responsible Investing Team
Prior to joining RBC GAM, Catherine has held leadership roles at the New York City Retirement Systems, Bureau of Asset Management and at Goldman Sachs, Lehman Brothers, Paloma Partners and C3 Capital.
12/11/2018
Jensen Partners Adds Two New Hires As Part of Continued Growth Plan
Before getting into recruiting, Bianchini worked as a wealth management analyst at Bank of America Merrill Lynch.