09/29/2020
Fintech hires new CEO as it targets core banking disruption
NYMBUS' "end-to-end" solutions set it apart from other providers, Kendall said.
People Moves
09/29/2020
Envestnet appoints Co-Chief Investment Officer
Her hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.
09/28/2020
Industry Veteran Joins Capital Square
He has led strategic initiatives that resulted in new offerings in multi-strategy credit, co-investment in structured products, such as collateralized loan obligations; private real estate; long/short equity, and distressed debt.
09/25/2020
Pershing Square Holdings, Ltd. Announces Appointment of Independent Non-Executive Director
Mr. Henton was previously a member of the Board of Equity Bridge PCC Limited, Northill Global Strategies SPC, Louvre Group Limited and Settlements SA.
09/25/2020
Principal announces new head of Global Asset Management
Tim Dunbar to retire after 34 years
09/25/2020
Bob Flannery Joins Redwood Capital Group as COO and EVP
Veteran real estate executive to lead multifamily company's growth, secure long-term institutional investment partners
09/25/2020
Wealth Manager Joins White Oaks Wealth Advisors
We are excited to have Betsy join us.
09/25/2020
Lightyear Capital Names Senior Advisor
Former CEO of JPMorgan Chase Card Services to Support Financial Technology Investment Activities
09/24/2020
Credit Suisse Raids UBS for Latin America
The bank will invest in the region to get the right personnel for its pursuit.
09/23/2020
BNY Mellon Wealth Management names Institutional Senior Client Strategist in Los Angeles, CA
In this role, Heidi will serve West Coast institutional investors – such as endowments, foundations, non-profit institutions, retirement plans, private wealth, and family offices – seeking Outsourced Chief Investment Officer (OCIO) and investm
09/23/2020
Stifel hires former UBS, Merrill teams to staff two new offices
The team was previously with Merrill Lynch, where they oversaw $280 million in client assets.
09/22/2020
Career Merrill Broker in Michigan Joins Another Alum’s RIA
The firm now manages around $1.5 billion, a deliberate pace that its founders say fits with their goal of hitting about $10 billion in client assets under management by 2024.
09/21/2020
McDermott unveils Latin America practice to target 'myriad opportunities'
Top 30 US firm brings together Lat Am-focused US and international lawyers into new grouping
09/21/2020
Anthony joins Galena Capital investment banking team
Prior to joining Galena Capital, Jeff ran his own investment bank in Redmond, Wash., and Coeur d’Alene.
09/21/2020
Oppenheimer & Co. Inc. Continues Growth Of Its Global Fixed Income Group With Seven Experienced Hires Added To The Team
Addition of Top Fixed Income Industry Talent Across North America and Europe Reflects Continued Investment in Resources to Capture New Growth Opportunities
09/18/2020
Keel Point Appoints New Chief Compliance Officer
Mr. Ward brings more than 25 years of compliance and regulatory experience
09/18/2020
Fieldpoint Private Names Johnny Gibson as Chief Investment Officer
Bank of America/U.S. Trust Veteran to Lead Firm’s Investment Research and Portfolio Allocation Effort
09/18/2020
Tabula IM hires client development lead from BlackRock
He also worked as a research interest rate strategist at Commerzbank AG in Frankfurt, London and New York, predominantly covering Eurozone and US bond and inflation markets.
09/18/2020
Robertson Stephens Appoints new CEO
Company further accelerates growth in wealth management space
09/18/2020
Greg Thorne Joins Wells Fargo’s Corporate & Investment Banking Technology, Media, and Telecom (TMT) Group
Thorne joins as a managing director, covering the software investment banking sector.