Insigneo adds Aventura Private Wealth to its global financial advisors platform
Insigneo, a leading international wealth management firm, announced the addition of Aventura Private Wealth LLC, and its founder Shmuel Maya, to their platform of global financial advisors. Leveraging the sophisticated capabilities of Goldman Sachs Advisor Solutions for domestic clients, Shmuel Maya and his team at Aventura Private Wealth, which includes Ahmed Roshdy and Andrea Bruno, […]
Wedbush Securities expands wealth management team
Wedbush Securities, a prominent diversified independent financial services provider, welcomes Patricia Hirata and Nobue Weber to its esteemed Wealth Management team. The duo will be based in the firm’s Pasadena office, further expanding Wedbush’s presence in the greater Pasadena area. In a strategic transition from U.S. Bank to Wedbush, Hirata, a former top producer at […]
Edelman Financial Engines onboards Megan Hanley as Chief Marketing Officer
Edelman Financial Engines (EFE), America’s top independent wealth planning and workplace investment advisory firm, yesterday announced that Megan Hanley has joined the firm as chief marketing officer, effective January 3. Hanley will report to EFE chief executive officer Jay Shah. “We’re thrilled to welcome Megan to Edelman Financial Engines. She’s a versatile marketing leader with a track […]
NDRI onboards Tom Malecki as CFO and VP of Administration
The National Disease Research Interchange (NDRI) is pleased to welcome Tom Malecki as its new Chief Financial Officer and Vice President of Administration. Malecki brings a wealth of experience and has a proven track record in financial leadership across several industries. He will be responsible for overseeing the organization’s financial operations and playing a crucial […]
HSBC welcomes Racquel Oden as Head of Wealth and Personal Banking
HSBC USA recently announced that Racquel Oden has been appointed Head of Wealth and Personal Banking. In this role, she will oversee the bank’s wealth management, global private banking and retail businesses in the US. She will join the bank in December. Based in New York, Oden will report to Michael Roberts, CEO, US and […]
Wedbush Financial Services finalizes investment in Velocity Trade
Wedbush Financial Services, a leading diversified financial services holding company and parent company of Wedbush Securities Inc, announced that regulatory approval has been granted for its investment in and partnership with Velocity Trade. With this significant investment, WFS is now the largest shareholder in Velocity Trade, furthering its mission to become the premier, non-bank global financial […]
Advisor360° welcomes Jeff Schwantz as Chief Revenue Officer
Advisor360°, a leading provider of software for enterprise wealth management firms, is bolstering its go-to-market capabilities with the addition of Jeff Schwantz as Chief Revenue Officer. In this newly created role, Schwantz will steer Advisor360°’s revenue generation strategy, including overseeing sales and marketing. “Jeff is an established leader with a track record of collaborating with […]
D.A. Davidson welcomes Dan Fiandaca to the firm’s leadership
D.A. Davidson & Co. announced that it has further strengthened its Fixed Income Capital Markets group with the addition of Dan Fiandaca, managing director, Brokered CD Underwriting. Fiandaca joins Nathan Wiley and Chris Lenihan on D.A. Davidson’s existing CD underwriting desk and will lead the team from the firm’s New York City office. Brokered CD underwriting […]
Barclays onboards Jack Rabun as senior FIG Investment Banker in the US
Barclays recently announced the appointment of Jack Rabun as a Managing Director and Head of Asset and Wealth Management North America within the Financial Institutions Group (FIG), based in New York. Mr. Rabun has more than 20 years of experience advising asset and wealth management clients. Most recently he was Managing Director, Head of Asset […]
Webb Garner Wealth Partners transitions its USD350M assets to Arkadios Capital
Webb Garner Wealth Partners, a renowned full-service wealth management registered independent advisor, announces its strategic decision to transition its $350MM in assets under advisement to Arkadios Capital, an award-winning independent hybrid broker-dealer. Founded in 1998 by Stewart Webb and Gerald Garner, Webb Garner Wealth Partners has a rich history of providing comprehensive wealth management services to individuals and […]
