The latest senior moves and appointments in the North America wealth management industry.
IDB Bank, a New York-based private and commercial bank, has appointed senior banking industry figure Daniel Roberts as its new chief risk officer.
Roberts, who has accumulated more than three decades’ experience in the sector, reports to Ziv Biron, IDB Bank's president and chief executive.
Before this job, Roberts worked at People's United, where he spent nine years as CRO and chief audit executive, leading the overall audit and risk functions. Prior to that, Roberts spent more than 25 years at Citigroup, where he held several executive positions in their risk and audit divisions. Roberts is a graduate of Gettysburg College, where he received his bachelor of science in accounting.
IDB Bank – aka Israel Discount Bank of New York – is a wholly-owned subsidiary of Israel Discount Bank, the Israeli bank. In addition to its Manhattan headquarters and branch offices in Brooklyn, Staten Island, New York and Short Hills, New Jersey, the bank maintains other full-service branches in South Florida and Southern California. The Bank provides a complete range of private banking and commercial banking services to US and international clients.
Investment house Mayer Brown has appointed four partners to join its Salt Lake City office to bolster capabilities in emerging companies and venture capital in the region and nationwide.
Joining the firm are Craig Frame, Jim Kelly, Aaron Murdock, and Matt Wells. Messrs Frame, Murdock, and Wells advise companies at all stages of growth in connection with corporate, securities, financings and merger and acquisition matters. Kelly advises a range of investment management firms, including venture capital firms.
Since opening the Salt Lake City office in early 2022, the office has grown to 13 partners, including the new appointments.