Goldman Sachs has appointed Greg Wilson as head of retirement for asset and wealth management, moving from workplace financial planning business Goldman Sachs Ayco.
Wilson has been with the firm for almost thirty years, including 20 in asset management before his current role, and previously led the third party wealth platform solutions group, responsible for marketing the firm's sub-advisory, hedge fund of funds, insurance solutions and defined contribution investment-only products for the US and Canada.
In his new role he will set and drive strategy across retirement distribution, defined-contribution, and Goldman Sachs Ayco’s Workplace Advisory Solutions.
Meanwhile, Northern Trust Asset Management has hired a new co-head of its Wealth Client Group.
Suzanne Casey joins the $1 trillion AUM firm from Hilton Capital Management, having previously held leadership roles at Vanguard, J.P. Morgan Asset Management, Merrill Lynch, and Goldman Sachs, in a career spanning 30 years in the industry so far.
She will co-lead the Wealth Client Group with Sunitha C. Thomas, with both reporting to NTAM president Daniel Gamba.
“With Northern Trust’s deep expertise serving wealth management clients and Suzanne’s proven track record of sales excellence, I am confident we will meet and exceed the expectations and investment needs of our clients in the intermediary wealth management industry,” Gamba said. “Under the capable leadership of Suzanne and Sunitha, NTAM’s new Wealth Client Group is well positioned to further strengthen our relationships and drive continued growth within the wealth management, family offices and intermediary wealth markets.”
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.