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People Moves

06/12/2026

Nomura Bolsters US Technology Investment Banking With New Hires

Todd Feldman joins in New York and Cyrus Deboo in San Francisco, both as Managing Directors.

06/11/2026

Northern Trust Appoints Rebekah Rice as Tampa Bay Market Leader

Rice will lead a multidisciplinary team responsible for strategic growth, client experience and overall market performance.

06/10/2026

SEI Names Sneha Shah Chief AI Strategist, Expands Enterprise AI and Data Leadership

New Leadership Appointments Reinforce SEI’s Path Toward Becoming an AI-Native Organization

06/10/2026

Six UBS advisors in Phoenix named to Barron's Top 1,500 Financial Advisors list

The Arizona UBS Wealth Management teams are led by UBS Executive Director Ryan Lurie.

06/10/2026

IEQ Capital Welcomes Lauren Hoffman as Managing Director

Prior to J.P. Morgan, she was a Financial Advisor at Merrill Lynch Wealth Management.

06/09/2026

Catherine Bessant joins Truist board of directors

Bessant will serve on the board's risk committee.

06/09/2026

Cresset Appoints Mark Tremblay as Head of Family Office Services

Tremblay brings more than 20 years of leadership experience working with ultra-high-net-worth families and large single-family offices.

06/09/2026

Most rockstar macro portfolio manager in New York joined ExodusPoint

Ahmed arrives at ExodusPoint after Mirco Bulega, another macro portfolio manager based in London left.

06/09/2026

Steward Partners Lands Biggest Breakaway Team to Date from UBS

An 11-person UBS team managing $2.4 billion has moved to Steward Partners’ Legacy Channel, adding offices in Florida and New York.

06/08/2026

Security Federal Corporation promotes Philip Wahl to CEO

Wahl succeeds long-serving executive J. Chris Verenes, who is retiring after over two decades at the bank.

06/08/2026

Provident Bank names new chief wealth officer

New Jersey bank appoints new chief wealth officer

06/08/2026

On the Move: Wells Fargo Strengthens Commercial Banking Team in Orange County

Inland Empire markets, will work with existing and new middle market clients to support their growth objectives.

06/05/2026

Julie Gallagher takes the helm at Richardson Wealth

New CEO has quickly ascended the ranks from mid-level compliance professional, bringing ‘future skill set’

06/05/2026

UBS Strengthens Its International Platform in Florida with Two New Hires

The arrival of both executives reflects the growing strategic importance of Miami and Coral Gables as key hubs for the international wealth management industry

06/05/2026

Payments and Fintech Leader Wade Fairey Joins AvidXchange as Chief Operating Officer

Veteran executive brings deep operational and payments expertise to accelerate AvidXchange's next phase of growth

06/05/2026

Axis promotes Geller to head of wholesale financial lines in North America

In her new role, Geller will be responsible for developing and delivering the strategy for long-term profitable growth across Axis’s North American wholesale commercial and financial institutions business.

06/04/2026

JIFFYAI Welcomes Wealth Management Leader Larry Roth to its Advisory Board

Industry leader and former CEO of two of the nation's largest wealth management firms brings strategic expertise to support JIFFYAI's growth and vision.

06/04/2026

Citi Wealth Management Names New Chief Operating Officer

Nadiya Konstantynova Joins From McKinsey & Company To Lead Operations For Global Division

06/04/2026

Provident Bank Names Annamaria Vitelli EVP, Chief Wealth Officer and President of Beacon Trust

Seasoned Wealth Management Executive to Lead Strategic Growth of Provident Bank’s Wealth Management Business

06/04/2026

BBH Strengthens Texas Presence with Strategic Hire

Veteran energy banker Darrell Holley joins BBH’s Corporate Advisory and Banking team

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