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People Moves

08/18/2017

BNY Mellon Wealth Management appoints new wealth director

Financial services specialist and West Point graduate joins the firm’s growing Seattle office

08/18/2017

Cowen beefs up staff with new addition

She is also responsible for client management relating to all of the Special Situations service offerings.

08/18/2017

Former Chicago US Attorney Zachary Fardon Joins Law Firm

Fardon began his career at King & Spalding in Washington, D.C. (1992-1996).

08/18/2017

Mark Zuckerberg's philanthropic fund just hired its first CFO from PayPal

Alford will be responsible for managing the books of the fund that Zuckerberg is backing by selling up $1 billion of his Facebook shares per year.

08/17/2017

A $4B advisor goes indie after 37 years at wirehouses

Several mega teams which made the switch this year have cited concerns about perceived conflicts of interest

08/17/2017

BMO Wealth Management Appoints New National Head of Banking

He currently serves as a member of the Board of Trustees for the Chicago History Museum.

08/16/2017

Deutsche Bank names head of Americas business

Global equities boss takes over after torrid time for Germany’s biggest lender

08/16/2017

Cetera Appoints New Technology Executive

As chief information officer, Michael Ragunas will lead the rollout of Cetera's Advice Architect Ecosystem.

08/16/2017

Houlihan Lokey adds seasoned veteran to its financial advisory services business

Has joined the Tax & Financial Reporting Valuation practice within Financial Advisory Services as a Managing Director.

08/16/2017

Wells Fargo Picks First Woman to Lead Board as Scandal Worsens

The banking company said it would also pay $80 million in damages to more than a half-million customers who it acknowledged had been were charged for auto insurance they weren't required to buy.

08/16/2017

U.S. Trust Announces New Hires

Susan Burnett has joined the Los Angeles office as a Private Client Advisor.

08/16/2017

Andersen Tax appoints new MD to Chicago Office

Brad works with both U.S. outbound and foreign inbound clients in a variety of industries, including technology, manufacturing, real estate, and private equity.

08/16/2017

Top Dimensional Fund Advisors executive leaves smart beta pioneer

After 17 years with Dimensional, Eduardo Repetto, who has been serving as Co-CEO and Co-CIO, will be leaving Dimensional in September.

08/16/2017

Medley appoints Institutional Fundraising group MD

Kaufman received a BA from the University of Pennsylvania (summa cum laude) and an MBA from New York University Stern School of Business.

08/15/2017

Angeles Equity Partners Adds Three New Team Members

“These appointments allow us to improve and expand our capabilities in deal origination and execution.”

08/15/2017

Altaba Appoints Richard L. Kauffman to Board of Directors

He also has held a number of positions in investment banking

08/14/2017

DHR Taps Wealth Management Head for Gibraltar Private Bank

The search, which spanned several months, was national in scope, though DHR largely focused on the Florida and New York markets, where Gibraltar is located.

08/14/2017

Sterling National Bank boosts Commercial Banking Team

Grgurovic was most recently a Director at Credit Agricole Corporate and Investment Bank

08/14/2017

Old Dominion National Bank Names Howard Stein Executive Vice President and Chief Operating Officer

Growing bank with executive offices in Tysons Corner also appoints Lauren Kohr to serve as Senior Vice President and Chief Risk Officer

08/14/2017

Town Bank hires two experienced execs

Krakau and Dorf to lead commercial banking

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