On The Move

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U.S. Bank Wealth Management Hires Senior Portfolio Manager

by PW Staff

Kathy Depauw Graham has joined The Private Client Reserve in Chicago.

J.P. Morgan Private Bank Adds Veteran Advisor

by PW Staff

John Elmes will serve as a managing director and senior business advisor in New York City.

Baird Adds Veteran Financial Advisor

by PW Staff

Paul Donnelly has joined the firm in Chicago.

BNY Mellon Adds Three Wealth Managers

by PW Staff

Catherine Irby Arnold has joined the firm as senior director and Bill Jarry and Shei Unger have joined as directors for business development.

Private Client Reserve Appoints Trust Officer

by PW Staff

Sally Vega has joined the U.S. Bank subsidiary in Milwaukee.

Cambridge Offers Singapore-Based Portfolio Management

by PW Staff

The discretionary portfolio management service was approved by regulators in April.

Threshold Group Expands Research Team

by PW Staff

Mark deVries and Alex Hokanson will be based in the firm's Philadelphia office.

Deutsche Bank Appoints Head Of Asset & Wealth Management Americas

by PW Staff

Jerry Miller has joined the firm in New York.

BNY Mellon Hires Senior Director For Wealth Management

by PW Staff

Debralee Nelson has joined the firm in New York.

U.S. Bank Wealth Management Appoints Advisor

by PW Staff

David Skaggs has joined the firm in St. Louis.

BNY Mellon Adds Four Wealth Sales Directors

by PW Staff

The firm’s wealth management division continues its West Coast expansion.

U.S. Bank’s Private Client Reserve Expands In Naples, Fla.

by PW Staff

Marc Wiersum has joined the firm as a wealth management consultant.

Atlantic Trust Expands Houston Team

by PW Staff

Jennifer Kane has joined the firm as senior vice president.

WHV Adds To Senior Management Team

by PW Staff

Jessica Pickens and Scott Blankenship have joined the San Francisco-based firm.

Salient Expands Institutional Sales Team

by PW Staff

Jill Cohen has joined the firm's New York office.

U.S. Bank Wealth Management Opens Trust Office

by PW Staff

The trust office in Wilmington, Del., will serve clients of The Private Client Reserve.

Citi Private Bank Appoints Global Chief Strategist

by PW Staff

Steven Wieting will be based in New York City and chair the bank's global investment committee.

Performance Trust Investment Advisors Appoints Chief Investment Officer

by PW Staff

Ethan Youderian joins the firm's Chicago headquarters.

U.S. Bank’s Private Client Reserve Appoints Wealth Management Consultant

by PW Staff

Gerald Rixie has joined the firm's Chicago office.

U.S Bank's Private Client Reserve Names Wealth Manager

by PW Staff

Matt Ellison has been promoted to regional wealth manager.

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