03/28/2019
Prominent Trusts And Estates Lawyer Joins Jenner & Block's Private Wealth Practice
We are pleased to add a professional of Julie's caliber and experience to our team.
People Moves
03/27/2019
BNY Mellon appoints Chief Risk Officer
He joins BNY Mellon from Citigroup
03/27/2019
Wells Fargo Names Interim Wealth Management Head
The move comes several months after Wells Fargo ended an investigation into alleged gender bias in its wealth management division.
03/27/2019
Jefferies Taps Jared Weisfeld as Technology Sector Specialist
Weisfeld joined Jefferies earlier in February from Samantha Greenberg's hedge fund Margate Capital.
03/27/2019
Davenport & Co. names head of wealth management
A Richmond native, McElhaney is a graduate of Washington & Lee University.
03/27/2019
Merrill Lynch Loses Veterans to Raymond James and Steward Partners
The team previously oversaw around $350 million at Merrill Lynch, according to the publication.
03/27/2019
Mellon active equity CIO to step down
Mr. Daglio was appointed sole CIO for active equity in November 2017
03/27/2019
River Road Asset Management appoints business development vice president
Mr. Brady was director, regional manager at AMG Funds
03/27/2019
Instinet Appoints Senior Equity Research Analyst
He previously held similarroles in equity research on the Buy Side at State Street and on the Sell Side at PaineWebber/UBS.
03/27/2019
Horizon Investments appoints head of portfolio management
Dickson previously served as Director of Structured Financial Solutions with Horizon.
03/26/2019
Liam T. O'Connell and Michael E. Scott Elected Co-Managing Partners of Nutter
Term to Begin July 1, 2019, as Successors to Deborah J. Manus
03/26/2019
Tim Gramatovich Joins B. Riley Capital Management’s New Credit Platform as Chief Investment Officer
Firm establishes new division, Gateway Credit Partners, specializing in the issuance of Collateralized Debt Obligations
03/25/2019
Merrill Lynch Breakaway Turns up at This Rival
In February, Alex Brown poached a Wells Fargo Advisors representative managing $190 million.
03/22/2019
Raymond James’ Alex Brown adds $230M veteran advisor
“I have always strived to be forthright and place the values of my clients first, and I am pleased to have found a firm that aligns with those values,” Dayton said in a statement.
03/22/2019
EP Wealth Advisors Adds Partners
“These new partners bring important voices to the helm and further illustrate EP Wealth’s commitment to empowering all employees.”
03/21/2019
International Exchange ABE Global Hires Veteran Blockchain Executives
With this new exchange, it will help increase global access to new compliant investments and support entrepreneurs
03/21/2019
Fannie Mae Names Two Technology and Financial Services Executives to the Board of Directors
Google Executive Karin J. Kimbrough and Coinbase Global, Inc. Executive Brian P. Brooks Will Complement Experienced and Diversely Skilled Fannie Mae Board
03/21/2019
AMP Capital appoints former Apple operations head as senior adviser
Preising joins AMP Capital’s team of fifteen senior advisers which represent leading industry talent from across infrastructure sectors.
03/21/2019
OpenInvest Expands Sales Leadership Team To Support Rapid Growth
Appoints VP of Sales and Director of Intermediary Sales & Client Engagement
03/20/2019
Raymond James CFO to Retire
Jeff Julien has been with the independent broker-dealer for 32 years and will remain on the board of Raymond James bank.