04/27/2023
Advisor Who Joined First Republic Last Month Returns to Morgan Stanley
J.P. Garofalo and his team left Morgan Stanley in early March for now-troubled First Republic, taking $1.2 billion in assets.
People Moves
04/26/2023
SouthState names Consumer and Small Business Banking, Government Guaranteed Lending and Premier Private Client Group Leaders
Chris Kamienski is named head of Consumer and Small Business Banking.
04/26/2023
Fast Growing Dynasty Financial Partners Welcomes Andrew Marsh
Andrew Marsh will be joining Dynasty as the first Executive-in-Residence.
04/26/2023
Flenorl Joins Renasant Boards
Flenorl is an active community leader in Memphis
04/25/2023
Northern Trust Announces New ACTEC Officers, Fellows
With their appointments, Northern Trust now has 17 ACTEC Fellows.
04/25/2023
Fiduciary Trust Names Head of Wealth Management
He also leads the recruitment and development of its industry-leading professionals who bring the best that the company has to offer to each client relationship in a personalized manner.
04/25/2023
UBS hires Barclays executives to beef up investment banking in U.S.
Hinton served as co-head of Americas M&A, while Anthony is a managing director in the consumer retail group.
04/24/2023
BMO Announces Executive Appointment
His appointment is effective June 1, 2023.
04/24/2023
Baton Rouge native brings extensive financial experience to new role at Raymond James
Andrews is a graduate of Louisiana State University with a bachelor of science in finance.
04/21/2023
Sanctuary Wealth Poaches Carson Counsel, Reprises CCO
Former Carson Wealth lawyer Kevin Miller is joining Sanctuary, while a former CCO returns to his post at the firm after a leave of absence.
04/21/2023
London & Capital names RM head for US family office
Clients will benefit from her experience assisting US expats as they navigate the complexities of cross-border financial management.
04/21/2023
Candriam Appoints New Chief Investment Officer and Global Head of Fixed Income
He will be based in Brussels, one of Candriam’s four investment centers.
04/21/2023
Chubb Appoints North America Business Development Leader
Camp will report to Rob Poliseno, Chief Operating Officer, North America Field Operations.
04/21/2023
BMO Announces Executive Appointment
His appointment is effective June 1, 2023.
04/20/2023
FV Bank names Luz Mabel del Valle chief risk officer
Del Valle brings over twenty years of multi-faceted expertise in bank operations, risk analysis, and management.
04/20/2023
Sompo appoints head of North America Reinsurance
It has been a great pleasure working with Steve over the past decade.
04/20/2023
Everest Re’s Mulray becomes president of North America Insurance
Mulray most recently served as global chief operating officer for Everest Insurance.
04/19/2023
InvestCloud CEO John Wise steps down
The Board also has initiated a comprehensive search for a permanent Chief Executive Officer.
04/19/2023
Julius Baer appoints Office Head and hires team to drive expansion in Rio de Janeiro
Julius Baer, the leading Swiss wealth management group, is further reinforcing its local operations in Brazil by hiring a highly experienced team spearheaded by Olavo Pereira who will be appointed as Office Head Rio de Janeiro.
04/19/2023
Chestnut Advisory Group Expands Asset Manager Consulting Expertise
Ravi Venkataraman Joins as Managing Partner