News results for People Moves

People Moves
February 8, 2022

US Wealth Manager Names New CEO, Reaches $3 Billion Mark

The Californian wealth management firm has reshuffled its senior leadership.

People Moves
February 7, 2022

Family Office Executive Takes On New Role

Michael Ouellette has been a family office executive for almost a quarter of a century, and his new

People Moves
February 4, 2022

Who's Moving Where In Wealth Management? – Raymond James

The latest senior moves and appointments in the North American wealth management industry.

People Moves
February 3, 2022

Chicago-Based Wealth Manager Adds To Footprint

The business has added to its senior ranks and opened an office in Newport Beach, California - the

People Moves
February 2, 2022

Vestmark Names Chief Investment Officer

The appointment is at the firm's registered investment advisor business.

People Moves
January 31, 2022

Summary Of Senior Moves In North American Wealth Management – January 2022

A round-up of moves in the North American wealth management space.

People Moves
January 27, 2022

KKR Appoints Global Private Wealth Head

As private market investing becomes an increasingly important part of wealth managers' portfolios,

People Moves
January 27, 2022

Who's Moving Where In Wealth Management? – Argent

The latest moves and appointments in and around the North American wealth management industry.

People Moves
January 26, 2022

UHNW Wealth Network Names New York Chapter Chairs

The network, which was launched recently and interviewed by Family Wealth Report, is building its

People Moves
January 25, 2022

Nuveen Names Saira Malik As Chief Investment Officer

Veteran investor promoted to lead strategic market and investment insights for the US financial