Baird adds HWB Partners to Indianapolis Wealth Management Office by Released | Apr 23, 2026 Baird has announced that HWB Partners has joined the firm’s wealth management office in Indianapolis.
Harbourfront Wealth appoints wealth management veteran as CEO by Released | Apr 22, 2026 Harbourfront Wealth Group has announced the appointment of Richard McIntyre as CEO, effective April 20, 2026.
Anant Kumar appointed global investment strategist at Benefit Street Partners by Released | Apr 21, 2026 Benefit Street Partners (BSP), Franklin Templeton’s private credit specialist investment manager with $92 billion in assets under management, has appointed Anant Kumar into the newly created role of global investment strategist, effective immediately.
Pioneer of emerging markets investing, Mark Mobius, passes at 89 by Released | Apr 20, 2026 Mark Mobius, known as the founder of emerging market investing, passed last week at the age of 89.
LaSalle hires affordable housing investment veterans Russell Ginise, Kyle Winning by Released | Apr 20, 2026 LaSalle Investment Management, the global real estate investment manager, announced that it has hired Russell Ginise as executive managing director, portfolio management, and Kyle Winning as senior managing director, portfolio management, effective April 1. The pair will lead LaSalle’s affordable housing efforts, reporting to Americas CIO Richard Kleinman.
Cohen & Steers announces U.S. wealth leadership appointments by Released | Apr 15, 2026 Cohen & Steers has announced a series of leadership appointments and organizational enhancements designed to strengthen its U.S. wealth distribution capabilities and support continued growth across key client segments.
UBS announces leadership appointments, reimagined offices in the Southeast U.S. by Released | Apr 14, 2026 UBS Wealth Management USA has announced several leadership appointments and real estate changes in its Southeast Wealth Management Region, underscoring the firm’s ongoing investment in its financial advisers and the clients they serve.
Hightower appoints Roberto Stewart as president and chief business officer by Released | Apr 14, 2026 Hightower, a national wealth management firm, has announced the appointment of Roberto Stewart as president and chief business officer (CBO), effective immediately.
Ameriprise Financial names Bill Williams to oversee employee and franchisee adviser channels by Released | Apr 13, 2026 Ameriprise Financial has appointed Bill Williams to oversee employee advisers, as well as the institutional business and recruiting.
Oppenheimer adds David Fleming to private client division leadership by Released | Apr 10, 2026 Oppenheimer & Co., a wealth manager and investment bank and a subsidiary of Oppenheimer Holdings Inc., announced that David Fleming has been promoted to a leadership role within the firm’s private client division.
CM Wealth announces Paul Bodnar as CEO and managing member by Released | Apr 10, 2026 CM Wealth, an independent multi-family office with more than $2.1 billion in assets under management, has announced that Paul Bodnar has been named CEO and managing member.
Real Assets Adviser appoints Casey Frazier to editorial advisory board by Elise Mackanych | Apr 9, 2026 Casey Frazier has been appointed to the Real Assets Adviser editorial advisory board.
Easterly Asset Management appoints Kevin Heckman as senior vice president of sales, mid-Atlantic by Released | Apr 8, 2026 Easterly Asset Management (Easterly), home to investment teams providing investors with a portfolio of solutions across alternatives, active equity and active fixed income, has announced the appointment of Kevin Heckman as senior vice president of sales, mid-Atlantic.
Private wealth attorney Michael Stiff joins Holland & Knight in Denver by Released | Apr 6, 2026 Holland & Knight has bolstered its Private Wealth Services Group with the addition of Partner Michael Stiff in Denver. He was previously a partner with BakerHostetler.
T. Rowe Price names Bill Cashel as head of alternatives for its wealth channel by Released | Apr 1, 2026 T. Rowe Price, a global investment management firm, has announced today that Bill Cashel has joined the firm as head of alternatives for U.S. wealth.
