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.

Lara Warner. Image courtesy of Penn State University
Lara Warner. Image courtesy of Penn State University
8 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

HSBC announced veteran retail banker Tara Latini will be the new Head of Wealth and Personal Banking at HSBC USA. She will replace Pablo Sanchez, and report directly to Michael Roberts, President and CEO of HSBC USA and Juan Parma, Regional Head of HSBC’s Wealth and Personal Banking (WPB) Americas. Source | Full Story

Icahn Enterprises, the conglomerate owned by billionaire activist investor Carl Icahn, has named a new CEO to replace Keith Cozza, who will part ways with the company after 7 years as its leader. Former GE Chief Investment Officer Aris Kekedjian will take his place as CEO beginning May 31 and take a spot on the company’s Board of Directors. Source | Full Story

Credit Suisse announced Chief Risk and Compliance Officer Lara Warner and Head of Investment Bank Brain Chin will be removed after the bank suffered a $4.7 billion loss from the collapse of the U.S. hedge fund, Archegos Capital. Source | Full Story

Jefferies announced today that Linda Adamany and Mahnaz Safa have been appointed to the Jefferies International Limited Board of Directors. Source

Guggenheim Partners named the CEO of Guggenheim Securities, Mark Van Lith, a Managing Partner of Guggenheim. Source

Lafayette Square, an impact-driven, minority-owned investment platform, announced today the appointment of Caitlin McLaughlin as Chief People Officer. McLaughlin formerly served as an EVP at PNC Financial Services Group. Source

Artist Capital, the strategic capital partner focused on scaling the next generation of innovative investment firms and entrepreneurs, formally announces the recent appointment of Ramesh Parameswar as Managing Director and Patrick Neuman as Director. In addition to these new hires, and in recognition of their contribution to the strong growth of the firm, Denise Sadowski, Evan Kerr and Brett Kasner have been appointed as Partners. Source

Chicago Pacific Founders, a private equity firm that specializes in investing in healthcare services and senior living, announced today the promotion of Jackson Lai to Principal. Source

BNY Mellon Wealth Management has appointed Carolina Montiel as Regional Director, Team Leader in Atlanta, Georgia. Source

Ara Partners, a private equity firm specializing in industrial decarbonization investments, has hired Greg Zuboff as a Vice President and Abhiram Karuppur as an Associate. Source

SVB Leerink, a leading investment bank specializing in healthcare and life sciences, announced today that Andrew Fineberg has been hired as a Managing Director to lead the firm's Structured Finance practice. Source

SVB Leerink announced that Thad Davis has joined the firm as a Senior Managing Director. Davis joins the firm from HSBC where he served as Head of U.S. Healthcare Investment Banking. Source

MFUG Union Bank announced that Lisa Roberts has been named Head of Community Banking and Sterling Sankey will be Head of Wealth Management. Source

Westwood Financial, a retail investment firm, announced that Lauren Ball has joined the company to oversee its nationwide leasing operations. Ball comes to Westwood after 11 years with SITE Centers, where she served as VP of Leasing. Source

BSI Financial Services, a mortgage-centric financial services company, announced today that Michael Bugbee has been hired as VP of Client Success. Bugbee replaces Mike Whitfield, who will transition into a senior project management role. Source

SLR Capital Partners announced that Phil Guerin, the company’s Senior Partner and Head of Originations, has been promoted to Chief Marketing Officer and will join its Investment Committee. Source

HawsGoodwin Wealth, a financial planning and investment management firm, announced that David Hardenbergh has joined as an Associate Wealth Advisor. Source

Palladium Equity Partners, a middle market private equity firm, announced that Nancy A. Mitchell has been named as its first-ever Chief Administrative Officer. Mitchell joins Palladium from O'Melveny & Myers LLP, where she was a Partner. Source

WebBank today announced the appointment of Abhinav Tiwari to the Company’s Board of Directors effective March 23, 2021. Source

BetaShares, today announced the appointment of former BlackRock Vice Chairman, Blake Grossman, as a Non-Executive Director. Source

Anzu Partners, an investment firm that focuses on industrial and life science technology companies, announced that international investment banker William H. Strong has joined as a Partner. He will also join the Anzu Investment Committee. Source

Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that former Wells Fargo Advisor and Managing Director, Alfredo Garcia, has joined the firm. Source

MAI Capital Management, a leading independent registered investment adviser, announced Michael Dvorkin is joining its team to grow its presence in southeastern Florida. Source

MidOcean Partners, an alternative asset manager specializing in middle market private equity and alternative credit investments, announced Leslie Tanca and Tim Percarpio joined the company’s Investor Relations team. Tanca joins as a VP and Percarpiojoins as a Managing Director and the Head of Investor Relations. Source

Homrich Berg added Emily Bentley to its team to grow the firm’s family office service offering. Bentley spent the last 10 years with J.P. Morgan Private Bank. Source

Union Bank announced that Donna Curtis McClatchey has joined the bank’s Board of Directors. Source

Regions revealed that Caroline Taylor has joined its Corporate Banking group as SVP and Head of Small Business Administration (SBA) Lending. Before joining Regions, Taylor served as National Head of SBA Lending and as Director of Small Business Credit Underwriting at Capital One. Source

Hunter Point Capital announced the appointment of Zade Zalatimo as an Operating Partner. Zalatimo was previously a Senior Executive Officer of Carlyle MENA. Source

Natixis appoints Tim Ryan as a member of the Natixis senior management committee in charge of Asset & Wealth Management, and CEO of Natixis Investment Managers, effective April 12th. Source

Virtu Financial announced the appointments of Mary Mooney and Raya White to Virtu’s senior management team, in the newly created roles of Co-Chief People Officers. Source

Peapack-Gladstone Financial Corporation announced it has promoted Matthew Remo to SVP, Director of Strategy and Development at Peapack-Gladstone Bank. Source

Greystone, a leading national commercial real estate finance company, announced that Imran Ahmed has joined the firm as a Senior Managing Director. Ahmed was most recently at CBRE Capital Advisors, where he served as an Executive Managing Director within Global Capital Markets. Source

Canoe Financial announced the retirement of its Head of Fixed Income and Chief Investment Officer, Marc Goldfried. The group’s SVP, Portfolio Manager, and Head of Equities, Robert Taylor, will assume the role of Interim Chief Investment Officer. Source

Laurentian Bank has announced that Karine Abgrall-Teslyk is joining the bank asEVP and Head of Personal Banking. Prior to joining Laurentian Bank, Abgrall-Teslyk served as a Regional Vice President at Scotiabank. Source


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