News results for People Moves

People Moves
May 11, 2023

Who’s Moving Where In Wealth Management? – The Family Office At Synovus, B Capital

The latest senior moves in the North American wealth management sector.

People Moves
May 11, 2023

Former Wells Fargo Advisors Team Joins New Firm

The team had looked after more than $1 billion of client assets in their previous roles.

People Moves
May 10, 2023

Who’s Moving Where In Wealth Management – Neuberger Berman

The latest senior moves in the North American wealth management sector.

People Moves
May 9, 2023

Who’s Moving Where In Wealth Management? – Impax Asset Management

The latest senior moves in the North American wealth management sector.

People Moves
May 9, 2023

Hightower Firm Names Chief Wealth Officer

Fairport Wealth, which became a Hightower business in 2017, has made a number of its own M&A deals,

People Moves
May 9, 2023

Certuity Names Chief Revenue Officer, Partner

The firm has offices in New York City, North Palm Beach, Manhattan Beach and Santa Monica.

People Moves
May 8, 2023

Summary Of Wealth Management Executive Moves In North America – March 2023

The latest roundup of moves and appointments in the North American wealth management sector.

People Moves
May 4, 2023

US's Cresset Makes Top Appointment

Among the president's areas of activity is that of being an active champion and advocate for women

People Moves
May 4, 2023

Emigrant Partners Names President, CEO

Emigrant Partners is a specialist capital and advice partner that makes minority, non-voting

People Moves
May 4, 2023

Canoe Intelligence Targets London

New York-based Canoe Intelligence, a financial technology company powering alternative investment