06/29/2026
SF Fire Credit Union promotes Robert Kassab to CEO
Kassab assumes the role after serving as interim CEO following the retirement of Kathy Duvall in March.
06/29/2026
Kassab assumes the role after serving as interim CEO following the retirement of Kathy Duvall in March.
06/29/2026
Marianne Lake, CEO of Consumer & Community Banking, is exiting after more than 25 years of service to JPMorgan Chase .
06/26/2026
The promotion of Petno and Rohrbaugh is a sign that JPMorgan’s board is also looking to its commercial and investment banking ranks as it develops the next generation of leadership
06/26/2026
Rohrbaugh has also been named CEO of Consumer and Community Banking, succeeding Marianne Lake.
06/25/2026
Veteran impact investing advisor brings 25 years of experience as Caprock expands its work with families seeking to align wealth with values, priorities and legacy
06/25/2026
Denisova previously spent over five years at digital trading and investment platform Robinhood and most recently held the role of COO of Robinhood Crypto.
06/25/2026
David Bellamy joins Prudential Advisors with a focus on growing his practice and offering clients enhanced support and investment solutions
06/24/2026
He also previously worked as head of compliance for publicly traded high-frequency trading firm Virtu Financial within its EMEA proprietary trading team.
06/24/2026
Industry wealth management veteran joins AI Workforce firm to fuel operating leverage improvement for advisory firms through the transformative power of AI
06/24/2026
Mr Brackenbury most recently served as deputy chief investment officer of the State of Michigan Retirement System.
06/23/2026
In his role, Nichols will spearhead Broadridge’s strategy, product development, and execution across the tokenization and digital asset arena, along with Co-President German Soto Sanchez.
06/23/2026
New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy
06/22/2026
Zacharias brings almost 20 years of industry experience and a well-rounded background across multiple areas of financial services
06/22/2026
Dr Gerhartinger succeeds Katheryn Willis, who departed the firm in February to join Wise.
06/22/2026
Mr. André will succeed Jack Weingart
06/22/2026
Ms. Vernick is an accomplished leader with deep expertise in the education industry and a demonstrated track record of advancing innovation, technology-enabled growth and long-term organizational value.
06/19/2026
The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale.
06/19/2026
Cervelli joins the private bank with approximately 15 years of experience across multi-asset investing, portfolio management, research and trading.
06/19/2026
New Leadership Role to Scale Capabilities and Support Client Transformation
06/19/2026
His move also marks Genesis Wealth’s expansion into Chicago’s North Shore, one of the Midwest's most competitive wealth management markets.