People Moves
Latest News for People Moves
- September 8, 2010 - Gibraltar Private Strengthens Its South Miami Team
Gibraltar Private Bank & Trust, a Florida-based wealth management and private banking firm, has appointed Irene Tapanes as a private banking associate in its South Miami office, EUBankers reports. Tapanes joined the firm from Daszkal Bolton, where she was a senior tax accountant, the report said.
- September 8, 2010 - Neuberger Berman Appoints Head Of Wealth Management For West Coast Region
Neuberger Berman has appointed senior vice president John Lambert as West Coast regional director for its wealth management business, the San Francisco Chronicle reports. Lambert’s new role requires him to be based in San Francisco, the report said.
- September 8, 2010 - Wells Fargo Plans Big Private Bank Expansion In Chicago Area
Wells Fargo currently has only eight retail branches in the Chicago area, but the US bank intends to significantly grow its commercial and private banking operations in the area, the Chicago Tribune reported. Wells Fargo, with about 50 commercial bankers in the Chicago area, plans to expand the number of staff by about 50 per cent over the next year, the publication said.
- September 8, 2010 - Ex-UK Trade Minister Is Named Chairman At PineBridge
Former UK trade minister Lord Mervyn Davies has joined PineBridge Investments, the asset management firm previously owned by American International Group, as non-executive chairman. Davies steps in from US private equity firm Corsair Capital, where he still serves as vice chairman and partner.
- September 8, 2010 - Berkshire Bank Announces New VP, Trust Officer
Berkshire Bank has named Remus Preda as vice president, trust officer. The Massachusetts bank brought in Preda as a trust officer at its Vermont branch in 2007.
Latest Features for People Moves
- September 2, 2010 - North America Executive Moves - August 2010
North America JP Morgan Asset Management named Michael O'Brien to the newly created role of global head of institutional client group. He reports to chief executive Mary Callahan Erdoes. Prior to this position, O Brien was head of the institutional investment management division of BlackRock.
- September 2, 2010 - Executive Moves - August 2010
North America JP Morgan Asset Management named Michael O'Brien to the newly created role of global head of institutional client group. He reports to chief executive Mary Callahan Erdoes. Prior to this position, O Brien was head of the institutional investment management division of BlackRock.
- August 18, 2010 - Executive Moves - Americas
Former HBK Capital Management chairman and managing director Laurence Lebowitz joined The Investment Fund for Foundations as its new president and chief investment officer, succeeding David Salem, the firm's founding president and CIO. Rockefeller Financial hired Reuben Jeffery, a top US diplomat, to be its new chief executive, taking up the post on 7 September. UBS Wealth Management Americas made four appointments for its office in Dallas.
- August 4, 2010 - Executive Moves - July 2010
UK Mark Atherton left the Birmingham branch of Rathbone Brothers, the UK based private wealth and investment management firm. John Lamb Partnership, the London-based IFA, named Campbell Edgar as head of private clients, a role in which he will oversee an eight-strong team of financial planners. He joins the firm from Andersen Charnley, where up until April of this year he served as consultant director within its City division.
- July 2, 2010 - Executive Moves For North America - June 2010
Wells Fargo Private Bank bolstered its Gulf Coast practice with the appointment of Gardner Sherrill as wealth advisor. Sherrill joined the firm from Northern Trust, where he served as wealth strategist for the past six years. In his new role, he specializes in working with high net worth individuals and families.
