10/09/2024
Savant reorganizes exec team, promotes new wealth head
Kevin Hrdlicka has become Savant's head of wealth, filling the shoes of former chief advisory officer Chris Walters, who departed the firm earlier this year.
People Moves
10/09/2024
Michael Kaumeyer Joins Nicola Wealth to Drive Ultra-High-Net-Worth Business
His leadership will help the firm grow while assisting clients in building meaningful legacies for themselves and their communities.
10/09/2024
Finra board chair Noll takes the lead as CEO of digital wealth firm
Industry veteran says digital transformation is firm's big opportunity.
10/09/2024
Socotra Welcomes Greg Murphy as Head of Global Partnerships
“Socotra delivers the most powerful and flexible policy and billing technology in the insurance industry.”
10/09/2024
Price Forbes Re adds Brian Cole as Executive Vice President, Head of Financial Lines
Brian brings more than 30 years’ experience to the firm.
10/08/2024
LPL Financial Welcomes Morristown Wealth Management
They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.
10/08/2024
Easterly Asset Management Appoints Tom Aitken and Peter Mastropietro as Senior Vice Presidents of Private Market Sales
Appointments to further expand access for private wealth and institutional investors to Easterly’s growing portfolio of Alternatives Solutions
10/08/2024
Barclays appoints Bradley Rogoff as Global Head of Research
Mr. Rogoff joined the firm in 2002 and currently serves as the Head of FICC Research
10/08/2024
Greg T. Watkins returns to the Wealth Management & Trust department at Stock Yards Bank
He is also a dedicated community member, serving as a board member and secretary of Music at the Island
10/08/2024
Artisan Partners International Value Group Update
The new strategy represents a natural expansion of degrees of investment freedom for the International Value Group.
10/08/2024
Vistra expands North America Funds team to sharpen customer focus and deliver progress without friction
Vistra recognises the growing need for cross-border solutions among clients in the USA and Canada
10/08/2024
WSFS Expands Private Banking Team with Hire of Andrea Kelly as Senior Vice President, Senior Private Banking Relationship Manager
Before joining WSFS, she spent most of her career in Wealth Management at Wells Fargo, Citizens Wealth Management, and most recently, BNY Mellon.
10/07/2024
Bank of America taps former BNY Wealth Pittsburgh president to lead private bank
BofA's private bank is focused on wealth structuring, investment management, banking and credit needs.
10/07/2024
Aon names new MD for reinsurance solutions in Latin America
Before joining Aon, he served as Head of Reinsurance at GNP Seguros
10/07/2024
Easterly adds UBS, Brevan Howard execs
Easterly’s offering set includes private real estate and infrastructure as well as private equity.
10/07/2024
LPL Financial welcomes Morristown Wealth Management
They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.
10/07/2024
Robert Paxton named Managing Director of Charles Taylor’s Canadian operations
Paxton joined Charles Taylor in 2017 as Vice President of Strategy & Performance
10/04/2024
Gresham Partners Names Stephen Czocher Partner
In this role, he also developed a robust network of high-quality resources to meet client needs beyond traditional financial services while serving as a Wealth Manager for several multi-generational families.
10/04/2024
ZEDRA appoints Chris Bouwman as Managing Director of South Dakota office
With over 20 years’ experience in the financial services industry, particularly within the trust sector, Chris brings a wealth of expertise and strategic insight to his new position.
10/04/2024
Broadridge appoints Djamila Cosme-Bayoud as premier account leader and senior country officer in Fra
Based in Paris, Djamila will lead the global relationships for Broadridge’s strategic accounts in France.