News, Comment & Analysis results for People Moves
Cresset Adds $1.4 Billion Team To Houston Office
The addition of the team comes a few week after another group in Wyoming came on board.
Northern Trust Names New Wealth CIO
There's a new investment chief at the US-headquartered group.
Who's Moving Where In Wealth Management? – Angeles Wealth Management
The latest moves, personnel changes and appointments in North American wealth management.
Who's Moving Where In Wealth Management? – Reckoner, Cetera
The latest moves, appointments and personnel changes in North American wealth management.
Summary Of Moves In North American Wealth Management – September 2025
A roundup of moves, appointments and personnel changes in North American wealth management during
Addepar Makes Senior Hires
Addepar, a New York-headquartered global technology and data platform for investment professionals,
Who's Moving Where In Wealth Management? – Osaic, Mesirow, Raymond James, Others
The latest moves, personnel changes and appointments in North American wealth management.
Sapient Capital Adds New York Partner, Continues Build-Out
The $23 billion AuM firm – headquartered in Indianapolis, with offices in Los Angeles, Miami and
Savant Wealth Management Names Chief People Officer
With $37.1 billion in AuM, Savant said its CPO has more than 25 years' experience in human capital
Cresset Welcomes Former $1.8 Billion Goldman Sachs Team
The US wealth management firm has been in expansion mode, as witnessed by a number of developments