On The Move

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N.Y. Team Managing $850M Joins RJA Employee Channel

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The advisor duo was formerly with Citigroup Global Markets.

J.P. Morgan Private Bank Adds $2B AUM Advisor Teams

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The two teams will join the bank in New York City.

RJA Recruits Former Morgan Stanley Advisor Managing $454M

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Cooper is an industry veteran with nearly three decades of experience.

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.

BNY Mellon Taps Nancy N. Keller-Go To Head Global Family Office

by FA Staff

Keller-Go has more than 20 years of industry experience.

Wealthspire Names Head Of Family Office Services

by PW Staff

Heather Flanagan has joined Wealthspire from Rockefeller Capital Management.

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.

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