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Plus, CalCPA names its next chair; Deloitte Tax names a chief products officer; and other firm and personnel news from across the profession.
Also, Farther and Dynasty add executives-in-residence, Arden Trust hires a president and Catalyst adds to its RIA distribution team.
Also, merchant bank Valeon hires a managing director from Houlihan Lokey, Verdence brings on a financial planning head, and Credent Wealth adds AssetMark’s CEO to its board.
Also, Cresset hires a CTO from within, HB Wealth adds senior leaders for a new institutional division, and Eton hires a wealth manager from Northern Trust.
Also, Cyndeo Wealth lands a growth officer from partner Dynasty; Merit hires its first CTO; employee-owned Coldstream adds two to leadership; and Live Oak RIA lending division hire...
Plus, JLK Rosenberger names a new MP; Crowe appoints a global growth leader; Machen McChesney announces promotions; and other firm and personnel news from across the profession.
In other people moves, LPL lures a technology leader from Wells Fargo, U.S. Bank hires private banking chief, alternatives manager Barings names U.S. wealth head, and Northern Trus...
Tripti Kasal joins WCR from LeadingRE. Plus, Baird & Warner hires CMO; CoStar appoints CFO; Rocket’s IR team grows; NTREIS adds data compliance leader; more.
Plus, Sorren launches a human capital advisory services practice; Warren Averett named three local partners in charge of growth; and other firm and personnel news.
Also, Kestra Financial hires client service and operations leads; alt-focused Quincy Wells names a CIO; and Toronto-based Verecan Capital adds a CFO as it pushes further into the U...
Plus, Bonadio names a new CHRO; Rea appoints its first-ever chief growth officer; and other firm and personnel news from across the profession.
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...
Plus, Johnson Lambert launches a new practice; Kaufman Rossin names CIO; and other firm and personnel news from across the profession.
Plus, Kaufman Rossin launches a PE practice; Centri announces promotions; and other firm and personnel news from across the profession.
Also, PGIM snags a defined contribution head from Franklin Templeton; City National Bank hires two senior leaders for its private bank and wealth division; and Glenmede brings on a...
Plus, FAF names the next FASB chair; Boomer recognizes its 2026 Visionaries; and other firm and personnel news from across the profession.
In other moves, Glenmede hired four new executives from the bank-and-trust sector, $2 billion RIA Novare hired a legacy planner from Vanguard, and Citi Private Bank snagged an inve...
Also, UBS opens a Dallas Hub, AlTi Tiedemann hires an advisor to lead its Miami office, and Arch’s Anvil adds a consultant with RIA compliance and COO experience.
Changes in the senior management ranks at JBS Southern | CPC makes key public affairs appointment | Killara feedlot in the hunt for new GM, as Andrew Talbot steps down | Former Nut...
Meeting professionals make industry moves in Sonoma, San Antonio, Dubuque and beyond. The post Smart Moves in Sonoma, San Antonio, Dubuque and More appeared first on Smart Meetings...
King Risk Partners, ranked as the 36th-largest independent agency in the U.S., is planning for continued growth in coming years. The Gainesville, Florida-based firm this week named...
IMA Financial Group announced the addition of seven new hires to its Private Equity and M&A Practice. The hires represent the latest investment in a practice that has become on...
Michael Finucan joins NAPCo in intensive production/sales management role | Casino chairman passes | New look Markets Information team at MLA | Other MLA appointments, departures |...
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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