BNY hires global head of BNY Investments and Wealth by Released | Jul 3, 2024 BNY has appointed Jose Minaya as Global Head of BNY Investments and Wealth.
Nick Newby joins Skypoint Capital as senior vice president, alternatives by Lewis Dayton | Jul 3, 2024 Nick Newby has joined Skypoint Capital as senior vice president, alternatives, he announced in a post on LinkedIn.
Monarch Private Capital hires Harris Sinsley as a senior associate by Released | Jul 2, 2024 Monarch Private Capital (Monarch), a nationally recognized impact investment firm that develops, finances and manages a diversified portfolio of projects generating both federal and state tax credits, is proud to announce the addition of Harris Sinsley as a senior associate in tax credit investments.
AllianceBernstein appoints its first chief AI officer by Released | Jul 2, 2024 AllianceBernstein, a leading global investment firm with $757 billion in assets under management, announced Andrew Chin has been named the firm’s first-ever chief artificial intelligence officer.
Harvey P. Steele III joins CAZ Investments by Lewis Dayton | Jul 1, 2024 Harvey P. Steele III has joined CAZ Investments as director, capital formation, his LinkedIn profile shows.
Savvy Advisors adds four new wealth managers to team by Released | Jun 28, 2024 Savvy Advisors Inc., a registered investment advisor affiliated with Savvy Wealth, Inc., has announced that four new wealth managers have joined the firm. With a growing presence across the United States, Savvy now employs 24 financial advisors who collectively manage more than $600 million in assets under management. Specializing in technology-driven wealth management, Savvy arms its wealth managers with a purpose-built, fully integrated platform to deliver a more seamless client experience.
KKR private wealth director departs by Lewis Dayton | Jun 28, 2024 Andrew Cocks, a director in KKR’s private wealth partners business, has left the firm, reported Selin Bucak at CityWire.
HSBC U.S. Wealth appoints new regional market heads for West Coast, North regions by Released | Jun 28, 2024 Racquel Oden, HSBC U.S. wealth and personal banking head, has announced that Clark Pingree and Dufresne “Didi” Nicolas have joined the bank as regional market heads for the West Coast and North regions, respectively. The hires are part of Oden’s new growth strategy focused on supporting international and high-net-worth clients. She joined the bank in December.
Concorde Investment Services hires new due diligence officer by Lewis Dayton | Jun 28, 2024 Kenneth Corson has joined Concorde Investment Services as the company’s new due diligence officer, Concorde announced in a post on LinkedIn.
Skyway Capital appoints new CEO and makes other senior leadership changes by Released | Jun 27, 2024 Skyway Capital has announced strategic changes to facilitate growth objectives for the firm.