07/07/2023
Financial Gravity Welcomes New Family Office Director Diane Gibson
She has expertise in tax preparation and planning and works with clients to optimize their tax planning, compliance, and financial strategies.
People Moves
07/07/2023
US Capital Global Expands Its Presence in Asia with Appointment of Vice President Sal Saqeb
Leading global private financial group for the middle market appoints new Vice President to expand its Corporate Finance and Wealth Management divisions in Asia.
07/06/2023
Equirus Wealth Appoints New MD, CEO
An alumnus of IIM Lucknow, Bhave has an experience of 28 years in financial services and brings expertise in the wealth domain as well as leadership experience.
07/06/2023
CIBC Innovation Banking Bolsters North American Team
CIBC Innovation Banking’s Paul Gibson will be expanding his responsibilities as Managing Director and Region Head
07/06/2023
Inter&Co Announces New Senior Management Structure
The Boston Consulting Group has assisted Inter in this process providing valuable insights, benchmarking and outside perspectives.
07/05/2023
IGM Financial cutting jobs and office space in search for savings
The company plans to reduce IG Wealth Management offices
07/05/2023
Davis Polk Elects 12 New Partners
Shanu Bajaj is a member of Davis Polk’s Mergers & Acquisitions practice in New York.
07/04/2023
Impact management exec leaves Morgan Stanley’s Calvert team
The departure comes following the announcement in May of 3,000 job cuts across the bank.
07/03/2023
Northern Trust Appoints Senior Wealth Strategist
Calcagno brings more than 35 years of experience in the wealth management industry, with an emphasis on working with new clients and offering holistic financial services.
07/03/2023
UBS recruits 50 financial advisors to help with clients’ wealth management
With the Credit Suisse deal, UBS became the world’s second-largest wealth manager.
06/30/2023
Oppenheimer hires Merrill int'l advisor vet for Miami-area office
Tatiana Zurek made her move to Oppenheimer and Co's wealth management business last week after more than 23 years with Merrill Lynch.
06/30/2023
Barclays Appoints Senior FIG Investment Banker in the US
Rabun joins as Head of Asset and Wealth Management North America within the Financial Institutions Group; appointment strengthens Barclays’ global team in this important sector
06/30/2023
Bank Of America's Recent Executive Changes Amid Global Investment Bank Revamp
The firm named Patrick Law as the head of the region's fixed income, currencies, and commodities trading, and Neelkanth (Piddi) Parekh was appointed head of sales for the division.
06/30/2023
Trevor Bacon hired by Tompkins Community Bank
Founded in 1836, Tompkins Community Bank serves the Central, Western, and Hudson Valley regions of New York, and the Southeastern region of Pennsylvania.
06/30/2023
Trinity Capital Appoints Ghannam Managing Director of Tech Lending in New York
Prior to his tenure at Pacific Western Bank, Ghannam worked at Comerica Bank.
06/29/2023
Northern Trust Asset Management Announces Leadership Changes
The team will include equity trading, client portfolio management, index services, stewardship, and an expanded mandate for our Office of the CIO to cover performance monitoring and alpha enhancements across investment teams.
06/29/2023
CAFII appoints Manulife VP as board vice chair
He has served as board director since 2018
06/29/2023
Raymond James Names New Head of Advisor Inclusion Networks
The networks provide advisors with a forum for sharing resources, strategies and ideas to enhance their businesses and serve the communities they represent.
06/29/2023
Bank of America's Christine Katziff talks impact of three-decade partnership with UNC Charlotte
She joined the board in 2019 and was recently reappointed to serve a second term starting July 1.
06/29/2023
U.S. Bank Names Jimmy Whang as Head of Commercial Products, Effective on June 30, 2023
In this role, he oversaw the bank's corporate and municipal bond origination, sales, and trading activities.