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People Moves

10/16/2017

Optimize Wealth Management adds Industry Veteran Warren MacKenzie as their Head of Financial Planning

He is a regular contributor to various media publications such as The Financial Facelift in the Globe and Mail as well as the Money Saver magazine.

10/16/2017

Stephanie Braming Appointed Global Head of William Blair Investment Management

She has been a member of Investment Management’s extended leadership team

10/16/2017

Their father worked for Raymond James, but sisters quit for Ameriprise

The group oversaw $141 million at their former employer, according to Ameriprise.

10/16/2017

Linklaters boosts New York with Mayer Brown team hire

Doug is a leading OTC derivatives lawyer who represents both buy and sell-side institutions

10/13/2017

Credit Suisse on front foot post Stock; mandated on Icebreaker

The privately held company has annual revenue of $NZ220 million.

10/12/2017

Wells Fargo hires Barclays’ compliance chief

The number of fake accounts could be significantly higher than previously thought.

10/12/2017

Greenberg Traurig Expands Key Practices in L.A., Denver

Berkowitz joins in the Land Use and Land Development, and Real Estate practices in the firm’s Los Angeles office.

10/12/2017

TD Announces Changes to Senior Executive Team

The following executive changes are effective November 1, 2017, and all report to Mr. Masrani.

10/11/2017

Andersen Global Announces Advisory Council

Established in 2014 by U.S. member firm Andersen Tax LLC, Andersen Global has more than 2,200 professionals worldwide

10/11/2017

ETC Announces the Addition of Matthew Shatz, Managing Director, Prime Services

He brings with him an impeccable reputation for developing a strong client base, enabling customers to grow their businesses while increasing firm revenue.

10/11/2017

City National adds two execs

Veterans with combined 60 years of experience coming from Regions, U.S. Trust

10/11/2017

Harvest Global appoints Regis Dale as CEO

Harvest Global Investments in London and Bank of America Corp’s Bank of America Merrill Lynch in Hong Kong.

10/10/2017

Gina McCafferty Returns to Cutter Associates as Principal

Cutter Associates appoints Gina McCafferty to lead newly created Wealth practice

10/10/2017

Simon Scales Joins K2 Intelligence Business Investigations Practice

K2 Intelligence's presence in London, and throughout EMEA, continues to grow as our clients are facing a time of significant global disruption.

10/10/2017

New Jersey’s World Insurance Associates Names Costa as COO

World Insurance Associates offers personal and business insurance solutions in 46 states.

10/10/2017

RBC Taps New Wealth Consulting Chief

Nate Angelo comes on board one week after the wealth firm tapped a new head of recruiting

10/10/2017

HighTower Nabs Merrill Veteran, Another Manager Exits

He joins as HighTower has been slimming its administrative and managerial ranks amid rumors of a sale.

10/09/2017

HSBC’s head of equity capital markets for the Americas has departed

He established HSBC’s Latin America ECM business and also expanded its U.S. operation during his time in charge.

10/09/2017

GE names hedge fund Trian executive Ed Garden to board

The company’s lackluster stock performance was seen to have prompted Immelt’s departure.

10/09/2017

High Swartz Welcomes New Family Law Attorney

Attorney Brittany Yurchyk brings alternative dispute resolution expertise to full-service law firm

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