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People Moves

02/16/2018

BNY Mellon Wealth Management Names Head of Private Business Advisory in Columbus

Czepyha graduated summa cum laude from Columbia University where he received a Bachelor of Arts in English.

02/15/2018

T. Rowe Price Vice Chairman Ed Bernard To Retire In December 2018

He will stand for re-election to a final one-year term on the T. Rowe Price Board of Directors

02/15/2018

Willow Creek Wealth Management welcomes new advisor

Willow Creek Wealth manages over half a billion in assets for its clients.

02/15/2018

HighTower Dismisses Senior Recruiting, Marketing Executives

The changes cap a year of other senior management departures at the firm that was founded in 2008 by Elliot Weissbluth.

02/14/2018

Blackstone Names President and Chief Operating Officer

“I have had a wonderful 15 years at Blackstone so far and still savor every minute of it."

02/14/2018

Guggenheim PM departs after internal investigation: reports

The WSJ cited a memo sent to Guggenheim Investments employees by Anne Walsh

02/14/2018

LaSalle chooses new CIO for value-added funds

Mr. Munoz will take on primary responsibility for strategy and day-to-day operations of new value-added funds.

02/14/2018

Andersen Tax Announces Boston Office MD

Prior to Andersen Tax, Mike began his career at Arthur Andersen.

02/13/2018

LJ Partnership Recruits HighTower Advisors Team for NYC Expansion

The private wealth manager already oversees more than $14 billion in client assets and plans on continuing to expand its presence internationally.

02/13/2018

30+ Year Industry Veteran Chris Radford Joins AE Wealth as President

Innovative Technology Enhancements for Advisors Further Position AE Wealth Management to Continue Growth Trajectory

02/12/2018

Myles Gilbert Joins Ares Management as Head of Investor Strategy & Solutions

Newly Created Position Highlights the Increasing Interest from Investors To Tailor Investment Solutions and Coordinate Cross-Platform Mandates

02/11/2018

Santander Asset Management appoints CEO

Santander Asset Management (SAM) has named Mariano Belinky as its new chief executive officer, the firm announced February 6.

02/11/2018

Goldman Sachs Names Its First Female CEO for Brazil Business

Bastos will report to Gonzalo Garcia and Ram Sundaram, co-heads of Latin America, according to the memo.

02/11/2018

Financial Editor of The Wall Street Journal to join Lazard

Based in New York, Mr. Berman will join Lazard’s growing Shareholder Advisory practice

02/11/2018

Ladenburg Names Industry Veteran as SVP Of Advisory Services & Solutions

Industry Leader to Spearhead Enterprise Strategies to Enhance Advisory Platforms, Expand Fee-Based Advisory Work and Advance Ladenburg’s Position in RIA Channel

02/11/2018

Securities America Adds Two Advisor Groups and $3.5 Billion Assets

Two more super OSJs leave NPH for a subsidiary of Ladenburg Thalmann Financial Services.

02/06/2018

HSBC Mexico hires Invex fund selector

HSBC has strengthened its Mexican asset manager with the hire of a local fund selector.

02/06/2018

Northleaf hires Vision Capital’s Matt Shafer to lead NYC office

Canadian private-markets investor Northleaf Capital Partners has hired Matt Shafer as a managing director on the firm’s private equity team.

02/06/2018

Alvina Lo Joins Wilmington Trust as Chief Wealth Strategist

"She has a great understanding of the unique challenges and strategic opportunities that high-net-worth clients face and a proven track record of delivering excellence."

02/05/2018

HSBC’s embattled markets business hired a new head of compliance from Cantor

This is the second setback for HSBC in the past six months.

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