01/05/2023
Macquarie Capital appoints Eric Jacobs and Vince Lambert Co-Heads of US Healthcare, expanding coverage of the sector
Mr. Jacobs and Mr. Lambert bring decades of transaction experience and industry knowledge throughout the healthcare space
People Moves
01/05/2023
Prominent Banking Partners Join Latham & Watkins in New York
Corey Wright and Lisa Collier bring substantial experience representing financial institutions in a broad range of sophisticated leveraged finance transactions.
01/05/2023
Janney Names Head of Wealth Management
Industry veteran assumes strategic direction and oversight of Janney's comprehensive advice and solutions platform
01/04/2023
Jeff McCorpin to Retire from LBMC Technology Solutions, Stacy Schuettler to Serve As CEO
President Stacy Schuettler will assume the role of CEO and continue to lead the organization’s strategic vision and growth as she has for the past 15 years.
01/04/2023
Janney Names John Yackel as Head of Wealth Management
Industry veteran assumes strategic direction and oversight of Janney's comprehensive advice and solutions platform
01/03/2023
Swift re-hires Grainger to lead Americas and UK business
Prior to his departure to Mastercard, Grainger had spent three years at Swift, joining as head of banking for payments and vendors in the UK before moving on to become head of North America.
01/03/2023
Capital Square Promotes Mark Mercado to Executive Vice President, Investment Programs & Operations
Mercado, whose career in financial services spans more than 20 years, joined Capital Square in 2020 as vice president of private offerings.
12/29/2022
Larry Roth Named Executive Chairman Of New Public Company
Roth’s role in the new firm will be to concentrate on strategy and work with the firm’s partner.
12/29/2022
Cambridge Creates Chief Experience Post
Fairfield, Iowa-based Cambridge has named Valarie Vest as its first chief experience officer.
12/23/2022
Financial Advisor joins UBS in Tampa, Florida
He will report to Gregory Kadet, Managing Director and Greater Florida Market Head at UBS Wealth Management USA.
12/23/2022
Republic First Bancorp Announces New Leadership Team
Appoints Industry Veterans Thomas X. Geisel as CEO and Michael W. Harrington as CFO
12/23/2022
Bruce Jackson Is Named Head of the Santander US Auto Business and CEO of Santander Consumer
Jackson succeeds Mahesh Aditya who is taking on the role of Banco Santander's Group Chief Risk officer in Madrid, subject to customary regulatory approvals.
12/22/2022
Kingswood U.S. Adds More Than $943 million in 2022 in Total Client Assets with Recruitment of 21 Financial Advisors
Industry Leading Alts Platform and Access to Technology Solutions Driver of Affiliation
12/22/2022
Chubb Names Executive Vice President, Chief Operating Officer, North America Surety
Chubb is the fifth largest surety underwriter in the U.S., representing more than 70 of the Engineering News Record top 400 contractors.
12/22/2022
GoLogiq Appoints Global Finance and Investment Executive to Board of Directors
Beaumont is an advisory board member of the Family Office Association
12/22/2022
Patrick Scatuorchio Joins Peapack Capital as Senior Vice President, Business Development Officer
With over 40 years of experience in the equipment finance industry, Mr. Scatuorchio’s knowledge and experience are invaluable to the institution.
12/21/2022
AXA XL appoints Chief Financial Officer, Reinsurance
She also spent time working within the AXA group as an Executive Committee and Board Member of AXA Liabilities Managers across a wide number of different jurisdictions including France, Germany, Malaysia, Switzerland, UAE, UK and the USA.
12/21/2022
Burnham Gibson Wealth Advisors, LLC Hires Financial Advisor Doug Igel
Doug brings over 20 years of corporate retirement plan consulting experience, specifically in the Southern California region.
12/20/2022
Financial Advisor joins UBS in Newport Beach
Garth joins UBS from Wells Fargo where he served as a Financial Advisor in Orange County for more than 11 years.
12/20/2022
Comerica Bank Promotes LaToya Rowell to National Community Affairs Manager
The Network for Teaching Entrepreneurship South Region named Comerica Bank as its 2022 Corporate Volunteer of the Year, a partnership under Rowell's leadership.