Insights

The Biggest Moves in Finance This Week

George PaulNews
Paget MacColl

Paget MacColl, the new Global Head of Blackstone Alternative Asset Management's Institutional Client Solutions. Image credit: Goldman Sachs

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

Berkshire Hathaway CEO Warren Buffett has said that Greg Abel would fill his shoes at the top of the company if he were no longer in charge. This is the first time the American billionaire has ever publicly mentioned a successor. Source | Full Story

Citadel has hired Dan Baranovsky, who previously led North American equity derivatives and cash trading at Citigroup, as a Portfolio Manager in its equity volatility operation. Source | Full Story

State Street has named Aman Thind as its EVP and Global Chief Architect. He will play an integral role in building State Street’s capabilities in digital, crypto, and other digitally-led technologies. Source | Full Story

Jefferies named Charles Byrne to the newly created role of Global Head of Sales & Capital Formation. The company also appointed Andrew Gordon as Head of Strategic Accounts. Source

Bank of America has lured Emmanuel Regniez from Citigroup to serve as the bank’s Co-Head of its investment banking franchise for France. Source

Blackstone has hired Paget MacColl, a Partner at Goldman Sachs, as Global Head of Blackstone Alternative Asset Management's (BAAM) Institutional Client Solutions. Source

Guggenheim Partners’ investment banking and capital markets division, Guggenheim Securities, has hired Bob Chen as a Senior Managing Director in Guggenheim’s Leveraged Finance Group and Tyler Lifton as a Senior Managing Director in Fixed Income Capital Markets. Source

Sunwest Bank, a privately held, entrepreneurial business bank serving the Western United States, is pleased to welcome Chris Tillack as its new Utah Market Area President. Prior to joining Sunwest Bank, Tillack held strategic leadership roles at Wells Fargo Bank, N.A. and Zions Bank. Source

Capitol Securities Management has hired Joseph Fumo from Wells Fargo Advisors. Source

Advocacy Trust revealed Kathryn (Kate) M. Maloney has joined The Forge Companies Team as Regional Trust Director based in its Mooresville, NC office. Source

Virtus Investment Partners announced that Rick Smirl has joined the company as EVP, Chief Operating Officer, and member of the senior leadership team. Smirl joins Virtus from Russell Investments, where he was COO. Source

F.L.Putnam Investment Management Company announced that Michael Genovese has joined the firm as a Private Client Advisor in Maine. Genovese most recently served as a Branch Manager at TD Ameritrade in Maine. Source

Modulaire Investments revealed that Dennis Kulk has stepped down as a Director and has been replaced by Peep Schaepman. Source

Wilmington Trust has named Carly Nathanson as a Senior Investment Advisor based out of its New York City office. Source

__Union Bank__(https://theorg.com/org/mufg-americas "Union Bank's team page on The Org") announced that Shawn McElmoyl has joined as Managing Director and Private Wealth Management Executive for Northern California and the Pacific Northwest. Source

First National Bank has promoted Scott Mizerak to SVP, Director of Digital Channels and Payments. Source

Marathon Asset Management has hired Anna Makki as a Managing Director and Yuhe Cong as a VP. Source

Adjuvant Capital, a life science investment firm, announced that Phillipe Dro, Pharm. D., MBA, will join as a partner and be based in Zurich, Switzerland. Source

Checkpoint Capital announced the appointment of Wanda Stevens as Director of Business Development, effective immediately. She joins the firm from Texas Bankers Association. Source

Sallie Mae appointed Lori Aiken as the company’s Chief Diversity Officer. Aiken joins Sallie Mae from JPMorgan Chase’s market expansion division. Source

Northern Trust Wealth Management announced today that Ana Nuñez has been named Senior Managing Director of the Private Client Advisory team in the Downtown Miami Brickell office and Key Biscayne office. Source

Russell Investments, a leading global investment solutions firm, today announced that Kate El-Hillow has joined as Global Chief Investment Officer, and Kevin Klingert has been hired as President. Source

CIBC Innovation Banking has added Joe Hammer to its growing North American team as Managing Director, Head of East Coast U.S. Life Sciences and Healthcare. He previously served as a Managing Director of Silicon Valley Bank’s Life Science and Healthcare Corporate Banking practice. Source

Sixth Street, a global investment firm, announced that R. Martin Chavez, Ph.D., has joined the firm as Vice Chairman and Partner. Source

First Internet Bank has recruited Samuel Criales, Thomas Hurdman, Laurel McNamara and Ben Woodward to its Small Business Administration (SBA) Lending team as Senior Business Development Officers. Source

Colony Capital added two new Operating Partners to its global digital infrastructure investment arm, Digital Colony. Michael Bucey joins from Profesional Telekomunikasi Indonesia and Josh Joshi is the former CFO of Interxion. Source

Charlesbank Capital Partners has elected John Flannery as Managing Director. Source

Stifel Financial announced that Dr. Benjamin Ola. Akande will join the firm as Director of Human Resources, Diversity and Inclusion. He most recently served as the President of Champlain College. Source

__Carillon Tower Advisers__(https://theorg.com/org/carillon-tower-advisers/team "Carillon Tower Advisers' team page on The Org") revealed that Robert D. Kendall has been named President. He formerly served as CEO of DWS Americas. Source

Patriot Bank, the parent company of Patriot Bank announced that Karen Rojeski has joined as EVP and Chief Credit Officer, Steven Grunblatt has been promoted to EVP and Chief Information Officer and David Lowery has been hired as Head of Lending. Source

TAB Bank added Ryan D. Gabriel to its business development team as VP and Business Development Officer for the Pacific Northwest and Western Canada. Source

ServisFirst Bank announced the addition of Jason Costello to ServisFirst Bank Tampa as Pinellas County Executive. Source

--

The Org is a professional community where transparent companies can show off their team to the world. Join your company here to add yourself to the org chart!

Access the full article

Create a free profile on The Org to go behind the scenes of the world's most innovative teams

By clicking "Continue" or continuing to use our site, you acknowledge that you accept our Privacy Policy and Terms of Use. We also use cookies to provide you with the best possible experience on our website.