04/12/2018
Pinnacle Adds 10 Revenue Producers in the Carolinas and Virginia During 1Q 2018
New advisors include commercial bankers, wealth managers and others
People Moves
04/12/2018
Beecher Carlson names new CEO, COO
Davis will oversee operational functions in the newly created COO role. He will also continue as president, casualty & property.
04/12/2018
Northern Trust Announces Leadership Appointments in Global Family Office & Investment Practice Group
Belinda Aspinall has been named head of GFO for the region
04/12/2018
First Republic Bank Chairman and CEO Jim Herbert Appointed to Federal Reserve System’s Federal Advisory Council
The council ordinarily meets four times a year with the Board of Governors in Washington, D.C., to discuss economic and banking matters. Members customarily serve three, one-year terms.
04/12/2018
Steven D. Black Elected to BNY Mellon Board of Directors
With the addition of Mr. Black, BNY Mellon's Board will have 12 directors
04/10/2018
BNY Mellon hires JP Morgan’s hedge fund client specialist for sales
The newly created positions follows an a new focus by BNY Mellon on alternatives investment clients.
04/10/2018
Bernstein Appoints James Seth Thompson As Head Of Diverse Markets Strategy
The firm's first-ever role dedicated to diversity & inclusion engagement
04/10/2018
Callan Capital Welcomes Robert K. Neigert, J.D., LL.M. Tax
Neigert is primarily responsible for client relationship management and trust and estate planning.
04/10/2018
Kestra Financial Recruits Griffin Financial Group
Austin-based firm to leverage Kestra Financial’s advisor technology and practice management support
04/10/2018
National Philanthropic Trust Welcomes Three Board Members
Ann Dugan, Stephen Hopkins, Kelly Williams Join the Largest Independent National Donor-Advised Fund Sponsor’s Board of Directors
04/10/2018
First National 1870 names new market president
She also previously owned a small business that provided strategic business consulting and business management services. She holds Series 7 and Series 66 securities and investment licenses.
04/10/2018
Bci Securities hires former Citi boss as CEO
In an interview with Citywire Americas, Barrett said he aims to position the brokerage as an investment hub for Bci’s subsidiary City National Bank of Florida.
04/10/2018
Steward Partners and Raymond James Continue Growth in Florida with Addition of UBS Advisor
Dean Hoover Joings Steward Partners' Clearwater Office
04/10/2018
OceanFirst Bank Announces Appointment of Jeana M. Piscatelli, Senior Vice President and Director of Cash Management
The Company's ability to predict results or the actual effect of future plans or strategies is inherently uncertain.
04/10/2018
GAM Holding AG hires Rachel Wheeler as group general counsel
She started her career as a solicitor in corporate and financial services law at Simmons & Simmons.
04/09/2018
The world's largest asset manager will exclude gun manufacturers and retailers from its newest investment products
BlackRock, the world's largest asset manager, is offering new investment products that exclude gun manufacturers and retailers.
04/09/2018
Brown Advisory appoints Head of International Strategic Advisory
Our Strategic Advisory team works closely with clients and their professional advisers to provide guidance and oversight and to ensure that the investment portfolios that we manage fit seamlessly into their broader wealth strategy.
04/09/2018
UBS Asset Management appoints Perry Offutt as Head of Infrastructure, Americas
He will leverage his expertise to drive the expansion of REPM's infrastructure investment activity in the Americas, through its global platform of funds and mandates. He will be based in New York and report to Tommaso Albanese, Head of Infrastructure
04/06/2018
Chubb Appoints Christopher Maleno to Lead North America Field Operations and Matthew Merna to Lead North America Major Accounts
Mr. Maleno, who is a Chubb Group Senior Vice President, most recently served as Division President, North America Major Accounts.
04/06/2018
Wealth Manager joins First Republic
Has more than 14 years of national and international wealth management experience serving ultra-high net worth individuals, families and foundations.