On The Move Articles

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Baird Expands Team In Houston

by PW Staff

Baird has added two industry veterans to its private wealth management group and promoted another.

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Chicago Partners Names New Partner

by PW Staff

John Nicholas has joined the firm from Guggenheim Investment Advisors.

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U.S. Bank Appoints Advisor Team Leader In Ohio

by PW Staff

Navy veteran David Campanella has joined The Private Client Reserve in Cleveland.

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BNY Mellon Appoints Market Leader For New Jersey

by PW Staff

James Robertson has been promoted to help drive the firm’s statewide expansion.

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BNY Mellon Appoints Two Wealth Directors In Florida

by PW Staff

Russell Kelley has joined the firm in Palm Beach Gardens and Robert Ward has joined in Fort Lauderdale.

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Edmund Muskie Jr. Joins Convergent

by PW Staff

The late senator’s son has joined Convergent Wealth Advisors as a managing director in Washington, D.C.

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BNY Mellon Appoints Senior Wealth Director

by PW Staff

Jay Peaslee will lead business development in Denver.

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Bessemer Trust Appoints Principal, Senior Wealth Advisor

by PW Staff

Ilka Gregory has joined the firm from Third Avenue Management.

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Mariner Wealth Appoints Senior Vice President

by PW Staff

Kevin Corbett has joined the firm from Fidelity Investments.

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U.S. Trust Makes Three New Hires

by PW Staff

Joshua Heapes, Bryan Unterhalter and Rodriguez Webb have joined the firm.

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