04/18/2023
EdenTree names head of corporate responsibility and charity partnerships
The internal team, led by Leonora, have an important role in holding us accountable to the same high standards we expect from our investee companies
People Moves
04/18/2023
Michael Cella joins Oppenheimer as head of consumer in the United States
Cella will join Oppenheimer with nearly 20 years of banking experience.
04/18/2023
Hub bolsters private client practice
Brokerage giant adds two veterans to practice
04/17/2023
BNP Paribas Names José Placido and Jean-Yves Fillion; HSBC Promotes Vis Nayar
In addition, Marianne Thiery was appointed to the roles of Chief Administrative Officer (CAO) and Chief Compliance Officer (CCO) for BNP Paribas USA and CIB Americas.
04/17/2023
Oppenheimer Hires Michael Cella As U.S. Head of Consumer
Cella joins Oppenheimer with nearly 20 years of banking experience.
04/17/2023
Bernstein Private Wealth Management names Chief Investment Officer, Head of Investment and Wealth Strategies
He will be responsible for Bernstein's investment partnerships and other outside managers across traditional and alternative asset classes.
04/17/2023
Harbourfront Wealth Promotes Kim Thompson Ahead of Anticipated Growth Wave
Recently appointed to Chief of Staff, in her new role, she will continue to oversee core facets of the business.
04/17/2023
iA Private Wealth welcomes new president
Dynamic Funds veteran takes executive role
04/17/2023
Daniel P. Trudo Joins Peapack-Gladstone Bank as Senior Managing Director, Commercial Private Banker
He recently served as Vice President, Senior Business Banker at Capital One Ban
04/14/2023
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin
Data Insights Platform provider expands internal team to support continued growth
04/14/2023
Cooley Appoints New Leadership in New York
A veteran litigator and firm leader, Ian has represented every type of company in nearly every type of case and has extensive experience representing technology sector clients.
04/14/2023
Macquarie Capital appoints Head of US Consumer and Retail, launching coverage in the sector
Mr. LeConey joins Macquarie Capital from Nomura
04/14/2023
Wedbush Securities Introduces Matt Lisle as its new Futures Chief Compliance Officer
Matt has been a licensed attorney for over 30 years
04/13/2023
16Rock Asset Management Appoints Chief Investment Officer and Head of Business Development
Boutique municipal investment manager taps long-term BlackRock veteran to lead newly formed entity
04/13/2023
Wedbush Securities Expands into FX Prime Brokerage with the Hire of Michael Stone
Industry Veteran joins as Senior Vice President, Head of FX Prime Brokerage
04/12/2023
Goldman Sachs assigns new head of private banking lending and deposits
In addition, Somaiya joined the firm in 2001 and was promoted to managing director in 2011 before becoming a partner in 2016.
04/12/2023
Tim Byerly Joins Sage Mountain as Wealth Advisor
Accomplished Alternative Investment Executive Enhances Industry Leading Advisory Team
04/11/2023
Wealth manager Azura hires ex-Credit Suisse banker for US push
Veteran Anthony Kontoleon will join the four-year-old firm as a partner in New York
04/11/2023
Scotiabank appoints Francisco Aristeguieta to lead International Banking business
"It has been a tremendous privilege working with this Winning Team of Scotiabankers over the past seven years as we drove our digital banking leadership and improved our employee and customer experiences,"
04/11/2023
NewEdge Wealth Names Josh Gully as Managing Director
Experienced advisor reunites with former wirehouse colleagues to support ultra high net worth clients