07/24/2023
Homrich Berg Expands Family Office Division With the Addition of Lauren Vick Burthey as Director
Burthey brings more than a decade of experience across wealth management, recruiting and consulting
People Moves
07/24/2023
Lightyear Capital adds Tom Naratil as Operating Partner
Will Support Growth and Investment in Wealth Management and Financial Services
07/24/2023
Scotiabank Announces the Appointment of Glen Gowland to Vice Chair and Jacqui Allard to Group Head
Jacqui Allard will assume the role of Deputy Head, Global Wealth Management on September 1, 2023, reporting to Glen Gowland
07/21/2023
Janus Henderson is Excited to Announce New Hires to its Equities Team
Returning to Janus Henderson, the firm is delighted to welcome Marc Pinto back as Head of Americas Equities.
07/21/2023
Thomas Montag Joins Goldman Sachs Board of Directors
Mr. Montag will also become a member of each of the Board’s Audit, Governance and Risk Committees.
07/21/2023
Boston Omaha Asset Management Announces Managing Director
Sydney arrives at Boston Omaha Asset Management after an accomplished career in the finance industry.
07/21/2023
Flagstar Bank hires six First Republic teams to expand private banking
Citizens Financial Group (CFG.N) recently added 50 new senior private bankers and another 100 support staff in Boston, Florida, New York and San Francisco, mostly from First Republic.
07/21/2023
Macquarie Capital names advisory veteran Joseph Gatto as Senior Advisor – Global Consumer and Retail
In 2019, Mr. Gatto founded Orient Point Partners, focused on strategic advisory and principal investments in consumer wellness working with corporations, private equity, venture capital firms and founder-led enterprises.
07/21/2023
State Bank announces new chief wealth management officer
Mason resides near Lima with her husband, Todd, and has five children and 10 grandchildren.
07/20/2023
Kelly Johnston returns to Mechanics Bank to lead Wealth Management unit
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert
07/18/2023
Barclays expands M&A franchise with key appointments
Dan Grabos and Jonathan Gerst to take on augmented roles in M&A.
07/18/2023
Berkshire Bank Names Private Banking SVP
He brings more than 30 years of experience in the financial services industry within the Boston area.
07/17/2023
Mike Sleightholme Appointed President of Broadridge International
In his new role, Sleightholme will leverage his extensive experience in securities services and financial technology, along with his history of delivering large scale business transformation and his client-centric approach, to continue scaling the Broadri
07/17/2023
Pointwealth Capital Management Continues Strategic Expansion with the Appointment of Edward Suero
Banking and Financial Services Industries Professional Joins the Growing Practice to Support Emerging High Net-Worth and HENRY Clients
07/17/2023
Nate Klebacha joins The Presidio Group as Managing Director
The longtime mergers and acquisitions professional will focus on dealership buy-sell work at Presidio.
07/14/2023
Mark Connelly joins Rothschild & Co as Managing Director to lead its equity capital markets offering in North America
The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America
07/14/2023
Former Securian Team With $200M AUM Jumps Ship for LPL
Advisors Jerry Kanter and Scott Mason are leaving Securian after more than 30 years with the broker/dealer, in the wake of its planned acquisition by Cetera.
07/13/2023
Introducing Alexandria Galiano: Newest Member at Galiano Wealth Management Group, LLC
She has also added to the family-oriented atmosphere that is already integrated within Galiano Wealth Management Group.
07/13/2023
Head of Thrivent Advisor Network Let Go
Carolyn Armitage, who ran Thrivent's independent advisor platform, was laid off, in addition to four other executives on her team.
07/13/2023
JPMorgan Chase announces layoffs
Meanwhile, the firm chases Silicon Valley Bank business by hiring overseas.