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People Moves

08/23/2017

Credit Suisse hires two technology bankers from Barclays

Bittinger will be a managing director in the global technology group and help cover software and infrastructure for the bank.

08/23/2017

Fiduciary Trust Taps Industry Veteran Gerard Joyce as National Head of Trust & Estates

Mr. Joyce, who is based in New York, will oversee the firm's trust and estates strategy and administration in the U.S.

08/22/2017

AdvicePeriod Adds Former GenSpring and Wilmington Trust Market Leader

AdvicePeriod is pleased to announce the addition of industry veteran Alan Bonde.

08/22/2017

Signature Bank Expands Private Client Banking Network with Appointment of Two Teams

New Teams’ Broad Reach Extends from East to West Coasts with National Client Base

08/22/2017

Mario Pepe Joins Korn Ferry as Senior Client Partner

He also served as a core member of the Aerospace & Defense Practice.

08/22/2017

TIGER 21 Names Erica H. Ross as Senior Vice President of Content

She was the Global Head of Events for its private bank.

08/22/2017

T. Rowe Price Names Céline Dufétel Vice President and Next Chief Financial Officer

Neuberger Berman Managing Director and Former McKinsey & Company Partner to Become CFO and Succeed Ken Moreland in Q1 2018

08/21/2017

Morgan Lewis Adds Another Baker McKenzie Tax Litigator

Her work on in-agency appeals with the Internal Revenue Service on up to litigation challenges of tax bills.

08/21/2017

Janney opens new office with $330M team

The advisors have more than $330 million in assets under management.

08/21/2017

MEGA Names Vice President for Asia-Pacific

Will head region where demand is up for business transformation solutions

08/21/2017

Hymans Robertson hires senior investment research consultant

The growth asset team at the actuarial and consulting firm.

08/18/2017

Two UBS Wealth Managers in Los Angeles Depart, One by Mutual Agreement

The U-5 report filed by UBS on his separation says that it was not related to compliance or sales practice issues.

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.

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