03/06/2023
Three Wells Fargo Teams Managing $1.45 Bln Combined Join Forces at LPL in NC
The three teams, who moved on March 2 and had generated $10.5 million in revenue at Wells
People Moves
03/03/2023
Fieldpoint Private Adds Two Executives to Key Leadership Roles
Bank promotes industry veterans to Chief Banking Officer and Chief Innovation Officer
03/03/2023
Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner
Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
03/03/2023
MetLife Names Head of U.S. Group Service and Operations
Carr joins MetLife from Bank of America
03/03/2023
Chubb Appoints Executive Vice President, North America Financial Lines Management Liability
The appointment is effective immediately.
03/03/2023
Inspired appoints new independent non-executive director to its board
He is a non-executive director of Water Babies Group Limited and is chairman of Hurtwood Capital Limited, a private family office with interests in the real estate and media sectors.
03/03/2023
Mercury Capital Advisors Makes Senior Hire in its Secondary Advisory Team
This follows the hire of Vik Salh who joined the Secondary Advisory team as a Vice President last year in New York.
03/02/2023
UBS Hires $640 Million Advisor Team in Sarasota, FL
Together with their six-person team, Mariash Lowther Wealth Management, they manage nearly $640 million in client assets for ultra-high net worth individuals and families.
03/02/2023
Northern Trust Appoints Beth Opperman Southwest and Rocky Mountain Regions President
She is joining a tenured team of leaders who are responsible for providing best-in-class investment management, trust, banking and advisory based solutions.
03/02/2023
LPL Financial Welcomes Lanier Wealth Management
Lanier has made it a point to constantly grow and evolve as an advisor, earning multiple accreditations and staying on top of industry happenings since he became a financial advisor in 2009.
03/02/2023
Award-Winning Author and Alternatives Strategist Joins Franklin Templeton Institute
Davidow brings more than 30 years of experience in supporting advisors on best practices in alternative investments
03/02/2023
Thunes hires Latin American lead
He was directly responsible for winning deals with some of the biggest digital brands in the region.
03/01/2023
Mercer International Inc. announces resignation of its CFO, David Ure, and promotion of Richard Short to CFO
“I am honored to continue with Mercer in my new position as CFO and look forward to continuing to work with my talented colleagues to enhance the success of the Company.”
03/01/2023
Merrill Lynch Taps Lindsay Hans as New Private Wealth Head
She replaces Don Plaus
02/28/2023
Cambridge Associates Expands Executive Leadership Team by Welcoming Harinder Soin and Adam Lester
Soin reports to Jason Roberts, Chief Technology Officer and Lester reports to the firm’s Chief Executive Officer, David Druley
02/28/2023
BofA promotes Lindsay Hans to lead private wealth management
She has overseen the wealth manager's Northeast and mid-Atlantic divisions for the last six years.
02/28/2023
CastleKeep Adds Industry Veteran as Partner
Mike is a frequent guest lecturer at the Freeman College of Management at Bucknell University & the Notre Dame Institute for Global Investing.
02/27/2023
Credit Suisse appoints head of Swiss-based Central America desk
Raphael Kirschstein was appointed as head of Credit Suisse's investment desk focused on Central America.
02/27/2023
Union Pacific CEO to step down as hedge fund presses for change
Soroban founder Eric Mandelblatt said in the letter new leadership could create significant shareholder value.
02/24/2023
TIAA Taps New Executive to Head Wealth Distribution Unit
Earlier in her career, Latini held various roles at J.P. Morgan Chase and made American Banker’s list of the Most Powerful Women in Banking in 2021 and 2010.