08/20/2026
Also, PGIM snags a defined contribution head from Franklin Templeton; City National Bank hires two senior leaders for its private bank and wealth division; and Glenmede brings on a relationship manager and wealth advisor.
08/20/2026
Serving as a member of the firm’s Executive Committee, Linda will establish and lead the organization’s new Product Management Group, bringing together global product capabilities under unified leadership.
08/20/2026
They join Carson from Northwestern Mutual.
08/20/2026
Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.
08/19/2026
Kestra Financial President John Amore took more than a year to find his replacement—someone who could oversee investment, planning and advice while also “moving the ball forward.”
08/19/2026
In line with its AI strategy, Synchrony has also partnered with OpenAI to integrate financing, rewards, and loyalty services into ChatGPT.
08/19/2026
He succeeds Sandy Torchia, who will be retiring from the firm on Sept. 30.
08/18/2026
His focus will include advising clients on bespoke equity and debt financings, capital structure advisory and solutions, and private capital distribution.
08/18/2026
The experienced advisory teams join Ameriprise and Janney as the race for experienced talent continues.
08/17/2026
Clark will report to Keith Glenfield, Citi Wealth's investment solutions head.
08/17/2026
Plus, CIBC promotes Mark Mulroney, and appointments at Scotiabank, National Bank and more
08/17/2026
Brings Extensive Fiduciary and Wealth Management Experience
08/14/2026
Darcy Roennfeldt Joins as Head of Trust & Estate Services; Shannon Patterson Saltos Joins as Head of Private Bank, Eastern Region
08/14/2026
He has been with Fulton for over 25 years in a variety of leadership roles for teams serving consumers and small businesses through the bank’s financial centers.
08/13/2026
Veteran investment bankers have demonstrated track records as best-in-class dealmakers and franchise builders
08/13/2026
Veteran trust and wealth management leader to guide Arden Trust's next chapter of growth and advisor-focused innovation
08/12/2026
Leadership transition builds on a 140-year legacy of trusted client service
08/12/2026
Christopher Grella joins Prudential Advisors, continues trajectory of practice growth and enhanced client experience
08/12/2026
In his new role, Bedhu will be responsible for leading the engineering, platforms, architecture, and governance capabilities for AI innovation and adoption across the bank.
08/12/2026
Andrea Longo Carter Brings Extensive Financial, Governance and Community Leadership Experience to Christopher’s Haven Board