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People Moves

02/22/2016

Diversified Trust Makes Nine Executive Promotions

The Appointment of Jo Len Clark and Lisa O'Connell to Principal Highlight Leadership Promotions Across Comprehensive Wealth Management Firm's Southeast-Based Footprint

02/19/2016

U.S. Bank Promotes Paul Springmeyer At Private Client Reserve

Prior to joining the Private Client Reserve, he was a portfolio strategist for U.S. Bancorp’s Asset Management Group

02/19/2016

Brief: Victory Park Capital Names Former Goldman Sachs Managing Director New Chief Investment Officer

Upacala will reportedly bring more than 20 years of financial industry experience and over 15 years of investing experience to VPC.

02/18/2016

Family Office Servive head named by Abbot Downing

Freeman, a 25-year veteran in the wealth management industry, served most recently as Abbot Downing's MidAtlantic regional managing director.

02/18/2016

Stephen Hibbard, veteran financial institutions litigator, joins Jones Day as partner in San Francisco

He has represented U.S. and foreign clients in federal and state trials and appeals, as well as in SEC and other regulatory proceedings.

02/18/2016

UBS Said to Hire Credit Suisse's Bassan in Brazil Revamp

UBS is also hiring executives in Chile and Colombia to expand there as competitors retreat

02/17/2016

Deutsche Exec Quits Ahead of Raymond James Deal

He initially served as co-head with Haig Ariyan.

02/17/2016

Raymond James Welcomes Jim Tower to Canadian Investment Banking Team

Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial, Inc., today announced that Jim Tower has joined its Investment Banking team as Managing Director and Head of the firm's new Power and Infrastructure Inv

02/17/2016

Private Wealth Attorney Stephanie Denby Joins Barnes & Thornburg’s Growing Chicago Office

With more than 25 years of experience, Denby represents high-net worth individuals, family offices and corporate fiduciaries.

02/17/2016

Northern Trust Asset Management Adds Industry Veteran to Institutional Team

John Abunassar has joined Northern Trust Asset Management as Head of Sales and Distribution in North America for the Institutional Group

02/16/2016

Top Maui Real Estate Broker Mary Anne Fitch Joins Hawaii Life, and Announces New Strategic Alliance With Christie's International Real Estate

Mary Anne Fitch, former Owner and Principal Broker of Maui Estates International will be joining Hawaii Life along with her team.

02/13/2016

Doug Siegel Appointed Managing Director, Chief Compliance Officer Of The Oppenheimer Companies

Siegel's extensive compliance and wealth management experience spans nearly three decades with key roles at firms including Smith Barney and UBS and their respective predecessor firms.

02/12/2016

Morgan Stanley realigns wealth management amid new leadership: memo

Ben Huneke takes on a new role as head of investment solutions.

02/12/2016

Cambridge Trust Names Chamberlin to Head Innovation Banking Group

Chamberlin has 20 years’ experience working with emerging growth companies in New England and Silicon Valley.

02/12/2016

Golden State Wealth Management Welcomes Wealth Manager Isaac Kim, Leaving Morgan Stanley Smith Barney

Isaac Kim is located in Torrance, California and looks forward to further expanding his business with Golden State Wealth Management.

02/12/2016

AIG Names John Paulson and Icahn Ally Merksamer to Board

The board will be expanded to 16 directors from 14, the New York-based insurer said Thursday in a statement.

02/11/2016

Northern Trust Announces Investor Relations Transition

Bette joined Northern Trust in 1994 and has served in a number of leadership roles within Corporate Finance

02/11/2016

Morgan Stanley's Raj Dhanda to Depart After 26 Years at Bank

He joined the capital markets unit in 1989 and rose through that business to become its co-head in 2008.

02/11/2016

Sixpoint Partners Appoints MD and Head of Secondary Advisory & Co-Investment Practices

In his new role he will focus on origination, due diligence, and transaction execution across both business verticals.

02/11/2016

Julie Frist elected Vice Chair of Board for CapStar Financial Holdings

Board member brings investment acumen, community leadership to new role

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