07/13/2023
U.S. Bancorp names new CEO of three wealth-management units
Evamarie is a strategic leader with extensive experience in wealth management and financial services
People Moves
07/13/2023
JPMorgan cuts 63 NJ workers, adds 27-year SVB vet
The bank hired John China, the president of SVB Capital, to co-lead a commercial-banking unit focused on supporting startups and venture capital-backed firms.
07/12/2023
J.P. Morgan Asset Management Hires Rachel Betton as Senior Fixed Income Portfolio Manager
Experienced investor joins the firm from PIMCO
07/12/2023
Affinity Federal Credit Union welcomes new vice president of wealth management
Tim Van Slooten comes to the credit union with over 25 years of bank wealth management experience
07/12/2023
PGIM Fixed Income names chief U.S. economist
In that capacity, he managed a team of economists responsible for U.S. economic forecasts, in addition to publishing research and actively engaging with clients across all revenue-generating platforms within RBC.
07/12/2023
North Carolina Insurance Commissioner appoints Hatchell to new post
As senior deputy commissioner she will work to oversee and manage all three of these divisions.
07/12/2023
SRS appoints Latam director
Latam is producing strong growth in captive insurance, and we will focus on developing new captive formations from the region.
07/11/2023
Morgan Stanley int’l wealth boss Greg Gatesman exits
Elizabeth Dennis is taking over Gatesman's responsibiliities, sources said.
07/11/2023
AXA XL Re promotes company veteran to CRO for Bermuda and North America
Prior to that she was with XL Catlin in a variety of risk management and capital risk modelling roles for ten years.
07/11/2023
FINBOURNE appoints former BNP Paribas Securities Services head to lead Product Marketing and Solution Positioning
This appointment demonstrates the company’s commitment to rolling out best-in-class data management solutions to empower the financial services sector.
07/11/2023
Perigon Wealth Management Names Rafia Hasan, CFA, CFP As Chief Investment Officer
Rapidly Growing Independent Wealth Management Firm Enhances Investment Leadership and Offering to Support Expanding National Client Base
07/11/2023
Dr. Jim Birchenough Joins Barclays as Co-Head of Global Biopharma Investment Banking
Dr. Birchenough will partner with Alexis de Rosnay, who takes on an expanded role; he also assumes the role of Chairman of Global Healthcare Investment Banking
07/11/2023
Morgan Stanley hires JPMorgan's North America M&A head, sources say
In the Americas, Morgan Stanley's M&A franchise is led by veteran dealmakers Tom Miles and Brian Healy.
07/11/2023
Wells Fargo Names Dawson Her Many Horses as Managing Director
One of the first enrolled tribal members to be promoted to managing director at a major U.S. bank
07/10/2023
GoldenTree Asset Management Hires Principal in Newport Beach, CA
He will report to Kathy Sutherland, Chief Executive Officer and Partner at GoldenTree.
07/10/2023
LPL Financial Welcomes 509 Wealth Management
He reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
07/07/2023
UBS names new head of LatAm wealth management
Credit Suisse's former Latin America head Marcello Chilov is taking over from Sylvia Coutinho who has been promoted to a new senior role.
07/07/2023
GoldenTree Asset Management Announces Chief Talent Officer
She previously served as a Senior Principal at ghSMART, supporting investors and CEOs on key leadership and organizational challenges, including management due diligence and leadership succession.
07/07/2023
SS&C Announces Appointment of Brian Schell as Chief Financial Ocer
He will report to Bill Stone, Chairman and Chief Executive Ocer.
07/07/2023
Rothschild & Co appoints Strategic Adviser in North America
Senior appointment supports continued growth of Global Advisory business.