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People on the Move
In an ever changing industry, executive changes happen in a blink of an eye. We are on the front lines to break down each move.
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People on the Move: Spotlight on Jeff Sica
July 29, 2010Sica goes independent, executive changes at Citi and Hartford plus more of this week's personnel moves.
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People on the Move: Spotlight on Daniel J. Barry
July 22, 2010New leadership at the FPA, executive changes at U.S. Trust, plus more moves for the week.
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People on the Move: Spotlight on Sophie Schmitt
July 8, 2010A new analyst at Aite, a series of hirings at Wells Fargo Advisors, and more executive changes.
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People on the Move: Spotlight on Matt Kelly
July 1, 2010A new leader at RiverPark Capital, ramping up at BNY Mellon Wealth Management, and more executive changes for the week.
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People on the Move: Spotlight on Kevin Rowell
June 24, 2010A new leader at HighMark Capital Management, ramping up at Citi Private Bank, and more executive changes for the week.
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People on the Move: Spotlight on Matt McGinness
June 17, 2010A focus on research at First Allied, Citi expands its private bank in New York, Dallas and Washington, and the Insured Retirement Institute adds five seats to its board.
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People on the Move: Spotlight on Tom Crowder
June 10, 2010Marketing is on the mind of the CFP Board of Standards, new leaders at Atlantic Trust and Citi Private Bank, plus more executive changes for this week.
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People on the Move: Spotlight on John E. Schlifske
June 3, 2010A look at the new top dog at Northwestern Mutual, a series of new advisors at Benjamin F. Edwards, and more executive changes.
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People on the Move: Spotlight on Susan M. John
May 27, 2010An interview with the new NAPFA chair, executive changes at Bessemer Trust, a new head of Raymond James' women advisors group and more.
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People on the Move: Spotlight on Aziz Hamzaogullari
May 20, 2010During his 17-year career, Aziz Hamzaogullari has honed a deliberate style for managing equity portfolios, pegging the worth of held companies not just by their market capitalizations, but whether they pass three important tests.
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People on the Move: Spotlight on Jane Sherburne
May 6, 2010A new legal eagle at BNY Mellon, executive changes at MassMutual and more.
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People on the Move: Spotlight on Brian Jacobs
April 29, 2010A new CEO at Hatteras Funds, Fidelity hires in Canada, and more executive changes for the last week of April.
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People on the Move: Spotlight on HighTower
April 22, 2010HighTower looks for growth, changes at BNY Mellon's wealth unit, and more people on the move this week.
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People on the Move: Spotlight on Susan Merrill
April 15, 2010A new role for the former FIMRA executive at a New York law firm, executive changes at Evercore, and more.
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People on the Move: Spotlight on Alvi Abuaf
April 8, 2010New leadership at Capco, changes at the CFP board of standards, and more executive moves.
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People on the Move: Spotlight on Eileen McDonnell
April 1, 2010A new president at Penn Mutual, executive changes at Merrill Lynch, and more.
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People on the Move: Spotlight on Summit Financial
March 25, 2010Summit Financial plans an aggressive hiring spree, executive changes are afoot at Beacon Wealth Management, a new deputy director at IMCA, and more.
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People on the Move: Spotlight on John A. Fiore
March 18, 2010A new CIO at BNY Mellon, changes to the board of directors at Northern Trust, a new home for E-Trade's Donald Layton, and more.
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People on the Move: Spotlight on Frank Minerva
March 11, 2010Minerva takes over as chief operating officer at UBS and other executive changes in wealth management this week.
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People on the Move: Spotlight on Jeffrey M. Bagley
March 4, 2010Jeffrey M. Bagley, the newly appointed vice president of portfolio management and a senior research analyst at Haverford, takes a generalist approach that will serve him well in his new post.
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People on the Move: Spotlight on Paul Reilly
February 25, 2010A chat with the new CEO at Raymond James Financial, plus other executive changes.
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People on the Move: Merrill Puts Courtois in Control of Trust and Wealth Structuring
February 11, 2010Merrill hires Courtois, AIG adds an executive, and more.
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People on the Move: Spotlight on Gary Sobelman
February 4, 2010A new gig at Highline Wealth Management allows Sobelman to take on Philadelphia. Plus, a new hire at The Hartford, promotions at Cambridge Investment Research and more.
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People on the Move: Spotlight on David Welling
January 28, 2010New Post Puts Welling in the Back Office and Front and Center. Also we look at other people that have changed firms in the past week.
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People on the Move
January 22, 2010New executives at Barclays Wealth, Boston Company Asset Management, Brown Brothers Harriman, and more.
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