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People Moves

09/10/2024

Madryn Asset Management Appoints Dr. Rochelle Walensky as a Senior Advisor

During her time at the CDC, she restructured the agency and led the nation – and the world – through unprecedented times, navigating the darkest days of the COVID-19 pandemic.

09/10/2024

Luis Bermúdez Appointed as the New CEO of Banco Santander International

In 2010, he moved to Brazil, where he spent a year before arriving in Miami, according to his LinkedIn profile.

09/10/2024

Bank of America hires JPMorgan's Tim Carpenter to co-lead software investment banking

Carpenter, who has been with JPMorgan since 2015 after moving from Deutsche Bank AG, will be joining Bank of America this December.

09/09/2024

BMS Re names Anthony Mirabal as CEO of LatAm & Caribbean division

Mirabal will report to Nick Gillett, CEO of BMS International, and remain based in Miami.

09/09/2024

CAIS focuses on simplified advisor experience with new tech hire

Former Morgan Stanley, Google exec becomes firm's chief technology officer.

09/06/2024

Baird Adds Darrell Reynard to Fairfax Private Wealth Management Office

Baird is excited to continue to grow our presence in the region and to add a talented professional that shares our deep commitment to the Virginia community.

09/06/2024

Former Citi and U.S. Bank Executive Rajinder Singh Joins Pagaya as Chief Risk Officer

With 25+ years of experience in global banking and financial services, Raj brings a wealth of expertise in risk management

09/06/2024

Umpqua Bank Bolsters North Coast Wine Specialty Group With Addition of Six Experienced Bankers

Under the leadership of Corey Dahline and Greg Newhall, the bank strengthens its commitment to serving small and midsize, family-owned wineries and their owners

09/05/2024

Waterfall Asset Management Names Three New Partners

These appointments reflect the significant contributions they have each made to Waterfall and their leadership throughout the Firm's continued growth.

09/05/2024

Citi appoints Achintya Mangla head of financing for investment banking

Achintya will assume responsibility for Global DCM, ECM, Syndicate and Private Capital Markets

09/05/2024

Freshfields Adds Leading Capital Markets Partner in New York

Clients to Benefit from Combination of New Partner’s Financial Institutions and Fintech Experience with Firm’s Global Financial Regulatory Strength

09/05/2024

Paretchan named Global Head of Distribution and Market Relations, Guy Carpenter

She joined the organisation in June 2000, serving as an Associate Broker, based in New York.

09/04/2024

Former BlackRock Executive Kushal Kshirsagar Joins Chicago Atlantic

Prior to BlackRock, Kshirsagar worked at UBS, Credit Suisse and Vanguard and received his PhD in Finance from UNC - Chapel Hill.

09/04/2024

The CEO of Wealth Management at J.P. Morgan Will Join UBS as Head of US Wealth

As CEO of J.P. Morgan Wealth Management Solutions, Camacho is responsible for all wealth management products, services, and platforms, including investments, lending, and banking

09/04/2024

Holland & Knight Continues Growth of Financial Services Team with Addition of Paul Libretta in New York

Mr. Libretta has experience with various asset classes, including credit accounts, marketplace loans, auto loans, mortgages, mortgage servicing rights (MSRs), student loans and life settlements.

09/04/2024

Paul, Weiss Adds Leading Fund Finance Partner in New York

Go brings extensive experience representing asset managers and investment funds in complex fund-level leverage transactions.

09/03/2024

BlackTORO GWM Adds Yael Malik in Miami

Her experience also includes participation in international primary market transactions

09/03/2024

Golden State Wealth Management Welcomes New Advisor, Valerie Krebs

Krebs exits Wells Fargo to establish Aurum Investment Management in Sonoma County

08/28/2024

Wells Fargo Hires Sports Banking Exec Peter Dorfman From Truist

The move is part of Wells Fargo’s desire to increase its presence in sports banking.

08/27/2024

Americana Partners International Welcomes Javier Altimari as Founder and Managing Partner

Mr. Altimari will advise families and institutions on long-term investment needs

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