SLC Management appoints senior managing director for high-net-worth by Released | Sep 21, 2023 SLC Management, a $273 billion institutional fixed income and alternatives asset manager, has appointed Michael Schnitman to senior managing director, high-net-worth.
Danny Salinas joins Cantor Fitzgerald as CFO by Released | Sep 20, 2023 Cantor Fitzgerald has appointed Danny Salinas as global CFO.
Peter Newman joins Elevatus Wealth Management as a senior wealth adviser by Kali Persall | Sep 20, 2023 tru Independence, a $12 billion national independent advisory and service platform for advisory professionals, has expanded Elevatus Wealth Management with its first “tuck-in” adviser.
Goldman Sachs names Adam Siegler as head of RIA strategy by Andrea Zander | Sep 19, 2023 Adam Siegler, a managing director at Goldman in New York, has been named head of the One Goldman Sachs Registered Investment Advisor strategy.
Northern Trust names Brian Donovan senior managing director of wealth advisory team and ultra-high-net-worth practice by Kali Persall | Sep 19, 2023 Northern Trust, a provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals, has appointed Brian Donovan senior managing director of a wealth-advisory team in Greater New York.
Tom Berthel to step down as CEO at Berthel Fisher Cos. by Released | Sep 18, 2023 The Berthel Fisher Cos. has appointed Andrew (Andy) Christofferson to president and CEO of Berthel Fisher’s RIA, two broker-dealers and insurance agency subsidiaries.
Anthony Svach joins Allspring Global Investments by Andrea Zander | Sep 18, 2023 Anthony Svach has joined Allspring Global Investments as head of intermediary sales.
Erik Hall joins Crescent Capital Group as a managing director by Kali Persall | Sep 15, 2023 Crescent Capital Group, a Los Angeles–based alternative credit investment firm, has hired Erik Hall as managing director, head of the midwestern region in the investor solutions group.
Calmwater Capital announces 3 new additions by Kali Persall | Sep 14, 2023 Calmwater Capital, an investment manager focused solely on commercial real estate bridge lending, has appointed Jerry Aversano as director of investor relations, Aaron Greene as vice president, originations and Ryan Morrell as vice president, underwriting.
Hamilton Lane appoints long-time executives as co-CEOs by Kali Persall | Sep 13, 2023 Hamilton Lane, a global private markets investment management firm, has announced that long-time executives Erik Hirsch and Juan Delgado-Moreira have been appointed co-CEOs, effective Jan. 1, 2024.