The Latest

Will Lopez is head of the accountant community at Gusto, which makes payroll and benefits software for small business customers.

This follows another August acquisition — an ex-UBS team that managed $1 billion in assets.

Max Simkoff is the founder and CEO of States Title.

The slate of new hires come from several competitors including Wells Fargo and Edward Jones.

The saga lays bare the rough-and-tumble ways of distressed investing, where investors look to pull every lever in their favor.

Senior Analyst
Forrester

Offering Development and Delivery Lead
IBM Watson Health Consulting

Tim Killgoar is senior vice president and head of Raymond James’ Financial Institutions Division.

President, Martin Starnes & Associates

Managing principal and firm-wide leader for cybersecurity and compliance, Schellman & Co.