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The Biggest Moves in Finance This Week
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.
Jennifer Roberts. Courtesy of JPMorgan Chase
6 minute read

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

JP Morgan Chase has named Jennifer Roberts ad the new chief executive of consumer banking where she will report to Co-President Gordon Smith. Source | Full Story

BlackRock has nominated Verizon CEO Hans Vestberg to join its Board of Directors to replace long-time board member Mathis Cabiallavetta, who will not stand for re-election. Source | Full Story

HSBC’s Saudi Unit has hired Muneera Aldossary as Chief Investment Officer according to Bloomberg, showing progressive changes in attitudes towards women in the Kingdom’s financial industry. Source | Full Story

Brookfield Asset Management announced the appointment of Calin Rovinescu as a Senior Advisor within its global private equity group. Source

AIG announced that Claude E. Wade will join the company in the second quarter of 2021 in the newly created role, EVP, Global Head of Operations, and Chief Digital Officer. Source

BlackRock has hired Paul Bodnar as Global Head of BlackRock Sustainable Investing to lead its sustainable investing platform and its global initiative to help clients create more sustainable, more resilient investment portfolios. Source

Carson Group has hired Christopher Page as VP of Mergers and Acquisitions. Page joins Carson from KCB Private Equity in Pasadena, California, where he led investment development, deal sourcing, and origination. Source

CAPTRUST Financial Advisors announced the promotion of Eddie Welch to Managing Principal for the Wealth Management Group. Source

BNY Mellon Wealth Management has appointed John Ippolito as Regional President of the Tri-State region. John will join the Wealth Management leadership team and will report to Catherine Keating, the CEO of Wealth Management. Source

One River Digital Asset Management announced that is welcoming Jay Clayton, Kevin Hassett, and Jon Orszag to the firm's Academic and Regulatory Advisory Council effective immediately. Source

HealthQuest Capital, a growth capital firm investing in commercial-stage healthcare companies that meaningfully improve patient outcomes and reduce costs in healthcare, today announced the addition of Kristi Savacool to its board of advisors. Source

Calamos Investments, a leading global asset manager, announced that the firm has hired Dan Dufresne, a former executive at Citadel LLC for two decades, as Chief Operating Officer. Source

Jetty, the financial services company on a mission to make renting a home more affordable and effortless, today announced the hiring of Sai Uppuluri as Chief Risk Officer. Source

New York Community Bancorp named President and CEO Thomas R. Cangemi to the additional role of Chairman of the Board of Directors, effective immediately. Source

Genworth Financial announced the election of three new independent directors to its Board of Directors: Jill R. Goodman, Managing Director at Foros Advisors; Howard D. Mills, III, former Superintendent of the New York Insurance Department; and Ramsey Smith, Founder and CEO of Source

Venerable revealed the promotions of two West Chester, Pennsylvania based Investment and Finance leaders, Tim Henry and Karthik Gadiraju. Source

Premium Mortgage Corporation has announced the addition of Dave Gates in the role of COO for the upstate NY-based company. Source

The Sterling Group, a Houston-based, operationally focused middle market private equity firm, announced four internal promotions: Erin Arnold has been promoted to Managing Director; Johann Friese to Principal; Aryan Sameri to Principal, Commercial Diligence and Strategy; and Jacob Broom to VP. Source

Angel Oak Commercial Lending, a specialty finance company, announced the hiring of David Pike as Managing Director and Bob Forsythe as Senior Managing Director. Source

WebBank today announced the appointment of Alicia Perry as the SVP of Technology Enablement. Source

Elion Partners, a vertically integrated private equity real estate investment firm, has named Greg Skaler as East Coast Regional Director. Source

Customers Bank announced that CEO Richard A. (“Dick”) Ehst will retire after more than a half-century of successful banking leadership. Samvir (“Sam”) Sidhu, currently Vice Chairman and COO, has been named as his successor, effective July 1, 2021. Source

Lincoln International added Don More to its New York office as a Managing Director in the firm’s Technology, Media & Telecom (TMT) Group. Source

LINKBANK announced the appointment of Kris Paul as Chief Financial Officer. Source

Santander announced the appointment of Scott Baldinelli as Head of New England Middle Market Banking. Source

First Republic Bank announced that Dominique Jordan and Isaac Richard III have joined First Republic Investment Management in Los Angeles. Source

New York Life announced that SVP Bill Cassidy will assume the role of Chief Information Officer at the end of the month, following the retirement of Dave Castellani. Source

HomeTrust Bank's Board of Directors announced that Anna Marie Smith assumed the position of Chief Human Resources Officer of both the company and the bank effective March 29, 2021. Source

ING announced today that Andrew Bester will be appointed member of the Management Board Banking and head of Wholesale Banking on 6 April 2021. Source

Stifel Financial announced the hiring of Thierry Perrein as a Managing Director in the Fixed Income Capital Markets group. He is responsible for covering Financials and Real Estate Investment Trusts (REITs), based out of Stifel’s New York office. Source


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