Executive Moves

9236 articles found

Executive Moves

Weatherbys strengthens private banking team

Heather Sonnet and Mark Hassett join our London team, both bringing extensive experience in client-facing roles and senior leadership.   Hassett has a background working with high-net-worth clients and has focused on supporting those with complex, multi-jurisdictional needs throughout his career. He has held senior leadership roles at the Royal Bank of Canada and Swiss […]
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Executive Moves

Broadridge Appoints Ignacio Escobedo as Premier Account Leader for Southern

Broadridge Financial Solutions, Inc. has announced that Ignacio Escobedo has joined the company as Premier Account Leader (PAL) for Southern Europe. In this role, Escobedo will focus on strengthening enterprise-wide client relationships and accelerating growth across some of Broadridge’s most strategic accounts in the region.   “As Broadridge continues to expand coverage of key accounts […]
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Executive Moves

SGKB onboards senior private banker from ZKB

St Galler Kantonalbank has confirmed the addition of Raphael Dirren as a senior relationship manager.   Dirren joins after a near four-year tenure at Zürcher Kantonalbank (ZKB) as a relationship manager in international private banking.   Prior to this, he spent over nine years at Bergos as a client relationship manager. He also has previous […]
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Executive Moves

JIFFYAI Welcomes Wealth Management Leader Larry Roth to its Advisory Board

JIFFYAI has announced that Larry Roth has joined its Advisory Board.   One of the industry's most respected leaders and innovators, Larry brings decades of executive leadership, strategic advisory, investment banking, and entrepreneurial experience. As Founder and Managing Partner of Ascentix Partners, he advises wealth management firms, fintech companies, and investors on growth, transformation, mergers […]
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Executive Moves

Citi Wealth Management Names New Chief Operating Officer

Citigroup’s wealth management division has announced a key executive appointment, welcoming Nadiya Konstantynova as its new chief operating officer.    The announcement was made by Andy Sieg, Citi’s head of wealth management, in an internal memo circulated to employees on Tuesday, subsequently sighted by Reuters.    This strategic hire underscores Citi’s ongoing commitment to strengthening […]
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Executive Moves

Provident Bank Names Annamaria Vitelli EVP, Chief Wealth Officer and President of Beacon Trust

Provident Bank has announced the appointment of Annamaria Vitelli to Executive Vice President, Chief Wealth Officer of Provident Bank and President of Beacon Trust, effective immediately.   In her new role, Ms. Vitelli will lead the strategic direction and growth of Provident Bank’s wealth management business, including investment management, trust, and fiduciary services.    In […]
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Executive Moves

Matthias Odrobina joins Investec Germany as Managing Director M&A

Investec is pleased to welcome Matthias Odrobina as Managing Director of our European Business Advisory and a senior member of the global sector team covering Europe, UK, Africa, the US and Asia with impartial advice on cross-border transactions.   Matthias brings deep sector expertise across industrial technology (particular focus on smart industries, B2B software and […]
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Executive Moves

BBH Strengthens Texas Presence with Strategic Hire

Brown Brothers Harriman has announced that Darrell Holley has joined the firm as a Managing Director in its Corporate Advisory and Banking business. Based in Texas, Darrell will advise private companies and their owners across the energy and commodities sectors, further expanding BBH’s presence in one of its most important strategic markets.   Darrell brings […]
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Executive Moves

Cresset Appoints Mark Ostroff as Managing Director, Wealth Advisor

Cresset has announced that it has appointed Mark Ostroff as Managing Director, Wealth Advisor. Ostroff will be based in Cresset's New York office and will focus on cultivating the advisory relationships with ultra-high-net-worth individuals, family offices, entrepreneurs, and privately held business owners that he has established over his 35-year career and help deliver integrated wealth […]
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