Latest updates for Executive Moves

Fresh curated links around Executive Moves are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • People Moves: Lido Names New President, Stern Promoted to Co-CEO
  • People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet
  • On the move: Maillie names next MP

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wealthmanagement.com /3 weeks ago

People Moves: Lido Names New President, Stern Promoted to Co-CEO

Also, OnePoint BFG and Bogart Wealth add M&A leads, Cliffwater snags a retirement and alts expert from Goldman, and Citizens hires UHNW client leads.

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wealthmanagement.com /1 month ago

People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet

In addition, Mercer hires McKinsey’s Jimmy Zhao to lead M&A and corporate partnerships, and $500M RIA Lansing Street expands its management team.

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accountingtoday.com /1 month ago

On the move: Maillie names next MP

CohnReznick opens seventh California office and adds international tax partner; Aprio appoints real estate industry leader; and more news from across the profession.

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wealthmanagement.com /2 weeks ago

People Moves: RIA Platform VestGen CEO Departs, Succeeded by CFO

In addition, Emigrant hires for its new family office channel, Orion names a wealth platform and product head, and RIA Balefire adds a head of retirement plan consulting.

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accountingtoday.com /1 month ago

On the move: CBIZ names new CIO/CTO

CohnReznick adds chief administration and transformation officer; HCVT opens Denver metro office; and more news from across the profession.

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wealthmanagement.com /1 month ago

People Moves: Compound Hires Wealth Head from Focus; Perigon Names HR Chief

Also, Rossby Financial hires a business development and advisor transition lead, and Ascensus snags a new president of retirement from Empower.

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wealthmanagement.com /1 month ago

People Moves: $62B RIA Clearstead Hires M&A Head

In addition, Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hir...

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accountingtoday.com /1 day ago

On the move: Vokt to head BKR

Plus, Eide Bailly names a slate of managing directors; Baker Tilly principal to head AICPA Tax Executive Committee; PrimeGlobal reports double-digit growth in member revenue; and o...

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accountingtoday.com /2 weeks ago

On the move: Eisner names a new cannabis leader

Plus, WICPA elects new chair; RSM announces a big slate of leadership appointments; Weaver names a new head of its India ops; and more firm and personnel news.

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wealthmanagement.com /3 days ago

People Moves: Wells Fargo Hires Former Google AI Finance Leader

In addition, IBD Arkadios hires a CFO with M&A background; Merit adds a CFO and a financial planning head; AC Family Office tees up Texas expansion; and Brighton Jones adds a C...

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smartmeetings.com /1 month ago

Smart Moves in Park City, New York City, Maui and More

Meeting professionals make industry moves at Black Rock Mountain Resort in Utah, The Fredericksburg Convention and Visitor Bureau in Texas, AWG Ambassador and more. The post Smart...

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accountingtoday.com /1 month ago

On the move: Brown Plus president awarded Lifetime Achievement

Crowe promotes 25 to partner; REDW adds Las Vegas office; and more news from across the profession.

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wealthmanagement.com /1 month ago

People Moves: Kestra, Benjamin F. Edwards Expand Advisor Recruiting Teams

In addition, T. Rowe Price hires an alternatives head for its wealth channel, RIA Moneta hires marketing and organic growth leads, and Beacon Trust adds advisors from Truist, Merri...

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wealthmanagement.com /1 month ago

People Moves: Raymond James Appoints New COO for Private Client Group

Also, a former Microsoft executive joins Osaic’s technology team, Orion hires a new leader of wealth management sales, and Carson recruits a business development leader from Dynast...

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accountingtoday.com /3 weeks ago

On the move: Schneider Downs names new leaders

Plus, Forvis Mazars promotes 50 new partners and managing directors; CohnReznick names a new chief technology officer; and more personnel and firm news from across the profession.

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therealdeal.com /1 month ago

Movers & Shakers: Official’s ex-growth head named Elliman CEO’s chief of staff

In the latest roundup of South Florida real estate hiring news, Douglas Elliman has made a strategic Miami-based hire as CEO Michael Liebowitz charts a growth path for the brokerag...

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seniorhousingnews.com /3 weeks ago

Movers and Shakers: Lifespace Communities Promotes COO; Kendal Affiliate Welcomes CFO

Movers & Shakers is brought to you by the Senior Housing News Job Board. Browse and apply to management and executive senior living jobs and positions from leading professional...

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smartmeetings.com /1 month ago

Smart Moves in Palm Springs, Sonoma, Fredericksburg and More

Meeting professionals take on new industry roles in Palm Springs, Sonoma, Fredericksburg and more. The post Smart Moves in Palm Springs, Sonoma, Fredericksburg and More appeared fi...

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seniorhousingnews.com /1 day ago

Movers and Shakers: New President, CEO Named to Falcons Landing; Lawrence Group Hires Head of Finance

Movers & Shakers is brought to you by the Senior Housing News Job Board. Browse and apply to management and executive senior living jobs and positions from leading professional...

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accountingtoday.com /1 month ago

On the move: PICPA hosts its 129th annual meeting

Plus, the SEC names a new enforcement director, FASAB names a new chair, EY names a new office MP in Dallas, and more.

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accountingtoday.com /1 week ago

On the move: AAM names 2026 Marketer of the Year

Plus, GASB looks for a new board member; CohnReznick launches a public finance and sustainability practice; Tommye Barie gets the AICPA Gold Medal Award of Distinction; and other f...

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adweek.com /3 weeks ago

Marketers on the Move: Hires and Exits at GM, Old Navy, Canva, and More

A weekly roundup of the biggest U.S. and global brand leadership appointments.

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seniorhousingnews.com /1 month ago

Movers and Shakers: LifeSpire of Virginia Welcomes Board Members; Distinctive Living Promotes SVP

Movers & Shakers is brought to you by the Senior Housing News Job Board. Browse and apply to management and executive senior living jobs and positions from leading professional...

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seniorhousingnews.com /2 weeks ago

Movers and Shakers: Cardinal Senior Living Announces COO; HCF Management Appoints Financial Leader

Movers & Shakers is brought to you by the Senior Housing News Job Board. Browse and apply to management and executive senior living jobs and positions from leading professional...

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Sources covering Executive Moves

seniorhousingnews.com

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therealdeal.com

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accountingtoday.com

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adweek.com

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smartmeetings.com

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wealthmanagement.com

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