The Biggest Moves in Finance This Week

George PaulPeople on the Move
Markus U. Diethelm

Markus U. Diethelm. Image courtesy of UBS

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

Nomura Holdings, a principal member of the Nomura Group, announced on Monday that JP Morgan exec Christopher Willcox will serve as President and CEO of Nomura Securities International and Nomura Global Financial Products starting May 3. He will also be named Co-CEO and Senior Managing Director of Nomura Americas. Source | Full Story

Credit Suisse is experiencing opposition to the reelection of its risk chairman, Andreas Gottschling, from a select group of investors after a recent misstep tarnished the company’s reputation. Source | Full Story

UBS's Group General Counsel, Markus Diethelm, is stepping down from his role on November 1. He will be succeeded by Barbara Levi, the Chief Legal Officer and External Affairs at Rio Tinto Group. Source | Full Story

Blackstone has hired Yifat Oron, who previously served as CEO of LeumiTech, as a Senior Managing Director and leader of the firm’s new office in Tel Aviv, Israel. Source

Searchlight Capital Partners announced the appointment of Ajit Pai, the former Chairman of the FCC, as a Partner and a prospective Board Member of a number of its existing investments in the technology, media, and telecommunications sectors. Source

Lafayette Square, an impact-driven, minority-owned investment platform, announced that Stephen Usher has been appointed as Head of Distribution. Usher was most recently a Partner at Standard General. Source

TIAA has named Jason E. Brown to its Board of Trustees. Brown currently serves as the CEO and Board Member of Discovery Health Partners. Source

Virtu Financial has appointed Joanne M. Minieri as an independent director, effective immediately. Minieri currently serves as Senior Executive Vice President of RXR Realty and Chief Operating Officer of RXR Development Services and RXR Construction Services. Source

Citizens Financial Group announced that Chris Weyrauch will join the bank as Head of Wealth Management. Weyrauch comes to Citizens after a 25-year career at TIAA. Source

First Republic Bank revealed that wealth manager Dan Jennings has joined First Republic Investment Management in Century City. Source

Signature Bank announced that its Senior Executive Vice President and Chief Operating Officer, Mark Sigona announced his retirement, effective June 30, 2021. Eric R. Howell, the bank’s Senior Executive Vice President-Corporate and Business Development, will assume the COO role. Source

Signature Bank also announced the retirement of Peter Quinlan, the bank’s EVP and Treasurer, effective June 30, 2021. Source

Vortus Investment Advisors announced that Luke Brandenberg joined the company as Managing Director. Source

Capital Square announced that it has promoted Tangela Lambert to VP of Human Resources. Source

Metropolitan Partners Group announced that Adam Goodfriend has joined as a Managing Director on the firm's investment team. Source

MUFG Union Bank revealed that Anvar Hodjaev has been named Head of Healthcare for its Commercial Banking division. Source

Fabriik announced Sam Azad has joined as Chief Compliance Officer. Azad brings experience from KPMG, JP Morgan, Bloomberg, and ICAP/NEX Markets. Source

Sanctuary Wealth has named financial services industry veteran and CNBC contributor Jeff Kilburg as Chief Investment Officer and Portfolio Manager. Source

Pinnacle Bank announced that Jennifer Kuyper has joined the bank as SVP, Senior Relationship Manager. She joins from Pacific Valley Bank, where she worked as an SVP, Senior Relationship Manager. Source

Bramshill Investments, an alternative asset management firm, has promoted Laura Simione to Managing Director. Source

Pine Island Capital Partners announced that former Director of the Defense Intelligence Agency, Lieutenant General Vince Stewart, USMC (Ret.) has joined the firm as a Partner. Source

ServisFirst Bank, a subsidiary of ServisFirst Bancshares, announces the addition of Tom Twitty to ServisFirst Bank as Director of Business Development. Source

Nicolet Bankshares announced two title changes. Mike Daniels was named President and CEO, and Bob Atwell was named Executive Chairman of Nicolet, effective immediately. Source

Peapack-Gladstone Financial Corporation announced the elevation of Jacqueline Reyes to SVP, Bank Secrecy Act/Anti-Money Laundering/Office of Foreign Assets Control Officer at Peapack-Gladstone Bank. Source

The Colony Group, an independent, national wealth and business management firm, has promoted four new principals: Jason Blackwell, CFA, CAIA, Chief Investment Strategist; Sheila Ryan, Managing Director, Operations; Christopher Holton, CFP, EA, Senior Wealth Advisor; and Brian Presti, CFA, Chartered SRI Counselor, Senior Portfolio Manager, Director of Portfolio Strategy. Source

Varo Bank, the first all-digital nationally chartered bank in the US, appointed Shishir Singhania as Chief Lending Officer, Pepe Porrata as Chief Operations Officer, and Carolyn Feinstein as Chief Marketing, Growth, and Design Officer. Source

Partners Capital, a leading global Outsourced Investment Office, announced that Emmanuel Pitsilis has joined the firm as a Managing Director based in Singapore. He will also serve as Co-Head for the Asia Pacific region alongside Managing Director Adam Watson. Source

Pension & Wealth Management Advisors has announced the addition of Brian Gasbarro as Managing Partner. Source

BAS Holdings Investments has hired Evan A. Shields as COO. Source

MAI Capital Management has appointed Jamie Caudill as Senior Wealth Advisor, Managing Director in its Cincinnati office. Source

Snowden Lane Partners announced that Doug Flaherty has joined the firm as Managing Director, Northeast. Prior to Snowden Lane, Mr. Flaherty was a Senior Vice President and Complex Manager for Wells Fargo Advisors. Source

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