09/16/2025
David’s deep background in trust and law, combined with his recent experience in wealth management, makes him uniquely qualified to lead this important area of our Bank
09/15/2025
Jenna and Travis are assuming these roles at an important moment
09/12/2025
Williams will report directly to Howard Hammond, president and chief executive officer.
09/12/2025
Insigneo welcomes former Jefferies advisor, joining a roster of recent hires at the firm.
09/11/2025
Kadet and Bolding will report to Adam Sansiveri, Regional Senior Managing Director at Bernstein.
09/11/2025
The appointment comes at a time when Citigroup is ramping up its AI adoption to automate tasks
09/11/2025
Howard will oversee all risk functions and will play an important role in the continued growth and expansion of Carrick Lane’s offerings.
09/11/2025
The new member has his own wealth management firm, Ronin Capital, which will conduct its business within Insigneo's global network
09/10/2025
He joins Fieldpoint Private Trust from Northern Trust, where he served as Senior Managing Director for the Greater New York and Connecticut offices.
09/10/2025
He began his career as a programmer at a Georgia-based credit union before joining a credit union service organization, where he led the migration of nearly 2,000 institutions to a new shared payments platform.
09/10/2025
He joins from New York Life.
09/09/2025
During his tenure, the Ohio team strengthened client relationships, expanded market presence and delivered consistent, high-quality service.
09/09/2025
Mr. Hogbin has 30 years of professional experience, including 20 years at AllianceBernstein where he most recently served as Global Head of Investments and a member of its Executive Leadership Team.
09/09/2025
Mohammed Shaheen represents lenders in complex credit facilities, acquisition financings, and restructurings.
09/09/2025
Mason joins IEQ from J.P. Morgan Private Bank, where he served as Executive Director advising families, executives, and family offices on bespoke investment strategies and trust and estate planning.
09/09/2025
Continued Business Evolution Underlines Strategic Focus on Accelerating International Growth
09/08/2025
The appointment, which is subject to regulatory approval, is part of a refreshed group strategy from JOHCM’s parent company Perpetual Limited
09/08/2025
Prior to this, Olivia Farr Douglas was with Goldman Sachs as Managing Director, Head of Wealth Management Marketing
09/08/2025
Jefferies doesn't have much of a fixed income trading presence in Switzerland and Georgis is expected to build a team there.
09/05/2025
Appointment Follows Nift’s Recent Launch with Klarna as More Fintech Companies Partner with Brands to Create Ad Inventory That’s Integrated into the Customer Experience