On The Move

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BNY Mellon Adds Four New Hires To NYC Tri-State Offices

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BNY Mellon Wealth Management reported having $305 billion in total client assets.

BNY Names New Chief Fiduciary Officer

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Erica E. Lord has over 20 years of experience serving high-net-worth individuals and families.

The Colony Group Names Seven New Principals

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The group join 82 other Colony principals.

Brainvest Wealth Adds COO And Senior Investment Specialist To Miami Team

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The strategic hires will play a key role in scaling the firm's platform and client services.

Jon Kropf Joins SVB Private As Head Of Advisor Business Development

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SVB Private is located in California's Silicon Valley.

Karen Sugihara Joins BNY Mellon As Regional Fiduciary Manager

by FA Staff

Sugihara is based in San Francisco and was previously at Wells Fargo.

Rajesh Nakadi To Head Investments At BNY Mellon Global Family Office

by FA Staff

Nakadi has extensive experience working with ultra-high-net-worth and family office clients.

Joe Swiderski Joins BNY Mellon In Cleveland As Senior Director, Wealth Manager

by FA Staff

Swiderski has nearly two decades of experience working with individuals, families and foundations.

Christine Leong Connors Joins EPIQ Capital As President And Partner

by FA Staff

Connors is an industry authority on income and estate tax issues related to executive compensation.

BNY Mellon Taps Jeremy Gonsalves As Nat'l Director Portfolio Management

by FA Staff

Gonsalves joined BNY Mellon in 1992.

BNY Mellon Shuffles C-Suite Heads

by FA Staff

Sinead Colton Grant will take over as global head of the Investor Solutions division.

Sanctuary Global Adds $5.5M Producing Team From Wells Fargo

by FA Staff

The former Wells Fargo advisors primarily serve an international clientele in Mexico.

Cassidy Murphy Joins FinTrust Capital Advisors As Financial Planner

by FA Staff

A U.S. Air Force veteran, Murphy served in Iraq and Qatar.

Tableaux Wealth Joins TruClarity As Latest Tuck-In Affiliate

by FA Staff

TruClarity Wealth Advisors is a registered investment advisor.

Former Wells Fargo Advisor With $150M In AUM Aligns With Kestra

by FA Staff

Gordon Reynolds managed about $625 million at his old job. He's joining Kestra Private Wealth Services.

Tiedemann Hires Jed Emerson To Lead Global Impact Investing Practice

by FA Staff

Emerson served on Tiedemann's Impact Advisory Council the past three years.

Mason Promotes Claudelle Géhy To Director Of ESG Research

by FA Staff

Géhy joined Mason in November 2015.

Daniel Armas Joins Carson's Gold Family Wealth

by FA Staff

In just three months, Armas has brought $50M in AUM to his new employer, spokesperson Kelsey Woodbridge said.

Jamie Hennessy To Succeed Tony Guinta As Homrich Berg CFO

by FA Staff

Hennessy succeeds Tony Guinta, a Homrich Berg veteran with more than two decades of service..

$280M AUM Harbor Asset Joins Sanctuary In Connecticut

by FA Staff

Five generations of the Marache family have provided clients with investment and financial advice.

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