03/06/2020
Apifiny Appointed Industry Veteran as Vice President of Strategic Partnerships
Scott brings a wealth of institutional sales, trading, and operation experience as well as a strong financial background to Apifiny
People Moves
03/05/2020
Pershing’s Mark Tibergien to Retire at End of May
The company liked his work so much that it hired him to run the business in 2008.
03/05/2020
Erie Street Appoints EVP, Growth and Client Services at Performance Improvement Partners
Prior to joining Performance Improvement Partners, Donegan was Managing Director & Head of Americas Financial Services at Gerson Lehrman Group
03/05/2020
Rothschild & Co Names VC For North American Global Advisory Arm
Jay is a global authority on restructuring
03/05/2020
Stifel, Ameriprise Nab Reps From Merrill, Wells Fargo
Meanwhile, LPL Financial and Raymond James share details on their latest hires
03/04/2020
Amar Joins Fiduciary Trust as VP and Trust Counsel
Her fresh perspectives and ability to generate creative solutions will enable her to have an immediate impact.
03/04/2020
Fortress Hires Former Wells Fargo CEO Sloan as Senior Adviser
Sloan spent more than three decades at Wells Fargo
03/04/2020
Bernstein Private Wealth Management Appoints Bowman Hallagan to Lead Dallas Office
He will continue to work closely with client teams on complex wealth management issues
03/04/2020
Capitol Securities Welcomes Bradford Kimball
He will co-ordinate Capitol's national recruiting efforts of experienced advisors to the firm's employee and independent offices.
03/03/2020
J.P. Morgan Poaches Family Office Head
Yates spent the past year running a family office in Switzerland, and previously ten years at Baker McKenzie in Zurich, where she was a partner and head of wealth management and U.S. tax matters.
03/03/2020
Markel to combine its U.S. Specialty and Assurance divisions
The company also announced four promotions related to this organizational change.
03/03/2020
Evercore Wealth Management promotes two to Partner
Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.
03/03/2020
Morgan Stanley Nabs $14-Mln UBS Trio, $2.9-Mln JPMorgan Duo
Both Morgan Stanley and UBS retrenched from recruiting three years ago, concurrent with their withdrawals from the Protocol for Broker Recruiting
03/03/2020
Evercore Wealth Management Promotes Partner
He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.
03/03/2020
Richardson GMP reveals name change
GMP Capital CEO says firm aims to aggressively grow with acquisition of 'like-minded' IIROC member businesses
03/03/2020
RGT Wealth Advisors appoints CIO
Matt received his Bachelor of Science in Economics from Duke University where he was a two-time NCAA All-American and three-time All-ACC selection as a member of the golf team. He currently holds the Chartered Financial Analyst designation.
03/03/2020
WNC Expands Team with Hire of Senior Vice President of Accounting & Finance
"She will be an instrumental addition to our leadership team as WNC continues to expand its preservation equity fund platform."
03/02/2020
Argentina government hires Lazard, HSBC and Bank of America to broker debt restructuring
The operation is backed by the International Monetary Fund (IMF) and the talks are expected to continue from Monday in Buenos Aires.
02/28/2020
Santander Brazil boss Rial given more say with board role
The Madrid-based bank also said that Rial would continue to report to its chief executive Jose Antonio Alvarez. Santander has said that it is sticking with Alvarez as CEO.
02/28/2020
AIG Appoints Jon Hancock Chief Executive Officer, International General Insurance
Since 2016, Mr. Hancock served as Director of Performance Management at Lloyd’s, where his portfolio included responsibility for overseeing performance and risk management globally across the Lloyd’s market.