Private Banker Joins LPL Financial
Bill Sappington will develop
a companywide banking and lending platform.
People Moves
Integrated Partners Names Investment Leader for Family Office
CFA Stephen Kolano will lead
startup Integrated Family Office
Ex-Prudential Executive Joins Apollon
Eric Sterner will be CIO of the $2.5 billion RIA.
Wall Street Veteran Ryan Bailey Onboard with Startup
He joined 2-year-old institutional specialist Investment Office Resources.
Karen Mazza to Leave NYCERS
She resigned her position as deputy executive director July 1.
Penn State ‘Interviewing’ for Next Deputy CIO
Sonali Dalal is leaving PSU
for the University of St. Thomas.
Investment Officer Sonali Dalal Is leaving Penn State
She will take over building
an investment business for the $900 million University of St. Thomas.
Fund Advertiser joins $15 billion EP Wealth
Jim Mocci exited $200
billion Fishers Investments for rising RIA EP Wealth Advisors.
Four Staff Hired for Fieldpoint
The RIA and private bank
landed people from B of A, BB&T, Fifth Third and M&T Bank.
NewEdge Names First CIO
The Connecticut startup awarded CFA Cameron Dawson its inaugural C-suite position.