Insights

The Biggest Moves in Finance This Week

George PaulNews
Tricia Tester

Tricia Trester, Managing Director and Principal in JLL's Corporate Solutions business. Image credit: JLL

These are the most notable hires, promotions, and departures within the finance community in the last week. For executive news updated daily, check out The Org's People on the Move.

Executive Moves

U.S. Bank today announced that John C. Stern has been named President of its Global Corporate Trust and Custody business within U.S. Bank Wealth Management and Investment Services. He currently serves as U.S. Bancorp’s Corporate Treasurer. Source | Full Story

BMO announced the election of Madhu Ranganathan and Stephen Dent to BMO's board of directors. Source | Full Story

State Street announced the appointment of Renee LaRoche-Morris to the newly created role of Chief of Staff to the Chief Operating Officer and Head of Chief Administration Officer Shared Services. Source | Full Story

JLL has hired Tricia Trester as Managing Director and Principal in JLL's Corporate Solutions business. Source

Rockefeller Capital Management announced the appointment of Miami Marlins CEO Derek Jeter to its Board of Directors. Source

Sage Mountain Advisors, a boutique independent wealth management firm, announced that Russ Allen has joined the firm as Director of Investment Strategy. Prior to joining Sage Mountain, he served as the Chief Investment Officer for Berman Capital Advisors. Source

Smith College announced the appointment of Lisa Howie as the college's first Chief Investment Officer. Howie currently serves as a director in the Yale University Investments Office. Source

Capitol Securities Management hired Edwin Clary Bartlett. He joins Capitol from Merrill Lynch where he was a Senior Financial Advisor. Source

Pacific Avenue Capital Partners, an LA-based private investment firm focused on complex situations in the lower middle market, announced that Chris Baddon joined the firm as a Principal, Head of Business Development. Source

Australis Capital announced it has appointed Dr. Jason Dyck as its new Chief Science Officer, and Chairman of its Scientific Advisory Board. Previously, Dr. Dyck led the research and science team at Aurora Cannabis. Source

Sprout Mortgage, the innovative force in non-QM residential lending, announced Laura C. LaRaia has been appointed EVP, General Counsel, and Chief Compliance Officer, effective immediately. Previously, she was Chief Compliance Officer/Deputy General Counsel at Supreme Lending. Source

Palladium Equity Partners, a middle-market private equity firm, announced that Erick Bronner has joined the firm as Managing Director of Fundraising and Investor Relations. Most recently he served as the Global Head of Fundraising and Investors Relations at The Riverside Company. Source

Appian Capital Advisory has named Richard Johnson as a Managing Director and the Company's Global Head of Investor Relations. Prior to joining Appian, Richard was a Partner and Co-Head of Global Distribution Banking at Mercury Capital Advisors. Source

BlockFi has selected Joseph Hickey to serve as its new Global Head of Trading. Hickey joins BlockFi from CME Group, where he managed an institutional distribution team. Source

Centric Bank has promoted Kimberly L. Turner to EVP and Chief Risk Officer. Source

AE Industrial Partners, a private equity firm specializing in Aerospace, Defense, Space & Government Services, Power Generation, and Specialty Industrial markets, announced today that Dr. Mallika Gummalla has joined the firm as a Director. Source

Wilmington Trust announced that Fiona Boger will become Head of its M&A Shareholder Representative Business. Source

Manulife Investment Management revealed the addition of Pranay Sonalkar to the portfolio management team for Core and Core Plus Fixed-Income strategies. Source

SVB Leerink announced that Jack Bannister has joined SVB Leerink's Equity Capital Markets franchise as a Managing Director. Prior to joining SVB Leerink, Bannister served as VP of Goldman Sachs’ Healthcare Equity Capital Markets team. Source

Thornburg Investment Management announced the addition of John Bonnell, CFA, as Portfolio Manager and Managing Director on its municipal bond team. Source

Northern Trust announced that James Kuehn is retiring as Wealth Management President of Wisconsin and that Bradley Peters being tapped to oversee the market. The company also revealed that Daniel Pienta is retiring as Wealth Management President of Eastern Michigan, and Brian Hughes will assume the role. Source

CI Financial Corp. a diversified global asset and wealth management company, today announced the appointment of Amit Muni as EVP and Chief Financial Officer. Source

Securian Asset Management, a subsidiary of Securian Financial, announced today that Sean O’Connell will succeed David Kuplic as President and CEO of Securian Asset Management, and Chief Investment Officer for Securian Financial, on July 1, 2021. Source

Greystone, a leading national commercial real estate finance company, announced that Romano Tio, Senior Managing Director, has joined the Commercial finance team. Source

Freedom Mortgage-owned RoundPoint Mortgage announced its new leadership team, including Patrick McEnerney as CEO, Joseph M. Gormley as Chief Administrative Officer, and Scott Bristol as EVP of Retail Lending. Source

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