04/07/2026
He also held the role of Director, Investment Finance at CPP Investments and began his career in Assurance and Advisory Services at Deloitte & Touche.
04/07/2026
She will also lead strategic engagement with frontier AI labs and AI application providers.
04/02/2026
Kettell brings more than two decades of experience building and scaling go-to-market organizations in the technology and financial services sectors.
04/02/2026
Amy Flourry will join the Karl Heckenberg-founded firm to help its network of RIAs with data and technology integration.
04/02/2026
John McGaraghan advises technology‑driven companies on complex intellectual property, licensing, and commercial transactions.
04/02/2026
Brett Olson joins as head of international ETFs
04/02/2026
Huber succeeds Jay Green, who has stepped down to pursue personal interests.
04/01/2026
New hires support Beacon Trust’s continued growth and expansion of client advisory services
04/01/2026
Product, recruiting, and client strategy roles dominate latest senior appointments at firms including Franklin, Edwards, Bernstein, Ellevest.
04/01/2026
They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
04/01/2026
Eric Ghernati transitions to Partner role from J.P. Morgan Asset Management U.S. Equity Group
04/01/2026
Prior to joining Glenmede, Khost was the head of business development in private wealth at Neuberger Berman Private Wealth, where he served on the operating and investment product committees and was recognized.
04/01/2026
Nancy Curtin, global chief investment officer at AlTi, has taken over as interim CEO as founder Tiedemann steps into an advisory capacity to "support the transition."
03/31/2026
She succeeds Michael Tiedemann, who will remain available in an advisory capacity to support the transition.
03/31/2026
The committee advises on FASB projects, market trends, and investor-relevant issues.
03/31/2026
Monahan will also lead the accomplished, cross-functional team to continue collaborating across the local footprint.
03/30/2026
He also represents clients on bridge financing commitments, debt tender offers, exchange and consent solicitations as well as general securities and corporate matters.
03/30/2026
Busti joins from AXIS Re, where he served as president of North America, and previously spent 22 years at Swiss Re in underwriting and sales leadership roles.
03/30/2026
These families invest across private equity, venture capital, real estate, private credit, sports teams, and other alternative asset classes.
03/30/2026
He has been instrumental in shaping the company’s financial strategy and global operations.