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.
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
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
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
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
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
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
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
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
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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