02/13/2024
Stifel Independent Advisors Adds Teams from Wells Fargo, LPL Financial
The hybrid platform welcomes teams overseeing $985 million in Washington and Illinois.
People Moves
02/12/2024
Shaw and Partners lifts advisers from Morgan Stanley’s wealth unit
Street Talk understands Shaws has signed on three more MSWM advisers.
02/10/2024
Oppenheimer Further Expands Public Finance Banking Team with Appointments of Kristin Stephens and David Moffett
New York and Atlanta-Based Senior Hires Follow the Recent Recruitment of Their Colleagues and Oppenheimer's Newly Named Head of Public Finance, Elizabeth Coolidge, and Builds on Oppenheimer's Growth in the Space
02/09/2024
Cybersecurity expert elected to AIG board of directors
His military career includes 30 years in the US Air Force and Air National Guard
02/08/2024
David Key Named Houston Market Leader for PNC Private Bank
With three decades of experience, Key has demonstrated consistent success for wealth management and investment advisory clients.
02/08/2024
Citizens fast-tracks wealth and private bank growth with new hires, office
Regional bank stocks have been roiled in recent days after New York Community Bancorp posted a surprise quarterly loss. T
02/08/2024
Top-performing JPMorgan American’s Parton to depart soon
Fund manager Timothy Parton is about to retire and hand the investment trust’s growth sub-portfolio over to co-manager Felise Agranoff.
02/07/2024
Angeles Wealth Management Appoints Managing Director, Capping the Sixth Straight Year of Strong Growth
Nott brings more than 15 years of wealth management experience, adding to the firm’s comprehensive private wealth services and solutions
02/07/2024
SEI Appoints Sean Denham as CFO
Denham’s employment will begin on March 18, 2024
02/07/2024
Raymond James recruits nine-person Miami int’l team from Morgan Stanley
The wealth firm has added an experienced team to its international office in Aventura, Fla.
02/06/2024
Macquarie Asset Management makes strategic senior hire to support growth of global wealth business
In this role, Kimberly will be focused on driving successful distribution strategies for delivering both alternative and traditional investment capabilities to wealth investors around the world.
02/06/2024
Pacific Asset Management appoints Head of US Institutional Business Development
He will report to Global Head of Institutional Sales, Mary Murphy.
02/06/2024
Michael Aked appointed as Senior Investment Manager, Credit Suisse Wealth Management
He brings to both the Australian and wider Credit Suisse Wealth Management teams,
02/06/2024
Income Research + Management Hires Head of Wealth Management
Graham Hopper joins the Boston-based fixed income manager to support the firm’s enduring commitment to the private wealth channel.
02/06/2024
BrightNight Adds Experienced Asset Management, Operations & Maintenance, and Construction Leadership to Support Next Phase of Portfolio Growth
Jeff has more than 20 years of experience leading operations across multiple technology platforms and businesses.
02/06/2024
Aperture Investors Announces Louis V. Molinari as Chief Marketing Officer
Alternative Asset Manager Appoints Industry Veteran from Barclays to Lead Global Marketing Efforts
02/05/2024
Citigroup Seeks Revival in Wealth-Management with Andy Sieg’s Hire
The corporation believes that Sieg’s proven track record in wealth management will serve as a catalyst for Citigroup to enhance its services
02/05/2024
Brookfield Asset Management appoints Anuj Ranjan as new CEO of private equity business
Before this elevation, Ranjan was President of Brookfield’s Private Equity business and Global Head of Business Development
02/05/2024
Axa XL names cyber chief underwriting officer
In her new role, the company said, Ms Chia will oversee Axa XL’s cyber business growth strategy in the Americas
02/02/2024
Summitry Welcomes Ken Vander Kooi, CFP to its Private Client Group
Ken holds his CFP certification, demonstrating his commitment to the highest standards of professionalism and ethical conduct in the financial planning industry.