09/16/2019
WisdomTree appoints Chief Investment Officer – Model Portfolios
Welch to lead Company’s Asset Allocation Team and Investment Committee and further strengthen model portfolio initiative
People Moves
09/16/2019
International Value Advisers Announces Senior Promotion
Regarding the promotion, IVA’s Managing Partner Michael Malafronte said, “These steps are the result of careful planning and consideration between our two portfolio managers and the firm’s owners.
09/16/2019
SignatureFD Expands Charlotte Team
Maybry has over 20 years of experience in advising high-net-worth clients and their closely held businesses.
09/13/2019
Andersen appoints MD of New York Office
Her experience spans many tax areas including estate plan reviews and strategies, pre and post transaction planning, qualified small business stock planning, philanthropic considerations and state residency planning for individuals and trusts.
09/13/2019
Discover Names new Chief Financial Officer
He joins the company at an exciting time as we increase our investments in the people and technology that enhance our operating model and continue to help us exceed our customers’ expectations.
09/13/2019
Clyde & Co partners quit in solidarity with suspended colleague
Collins told Legal Business, "It will be a marine trade, commercial litigation boutique firm and a lot of detail is still up in the air as far as that’s concerned."
09/12/2019
Blackstone bolsters portfolio management and investment research team
Mr. Chan was previously managing director, global portfolio solutions, at Goldman Sachs Asset Management, the news release said.
09/12/2019
Schiff Hardin expands Private Clients, Trusts and Estates Practice
Prior to working at leading financial services firms, Liss was a partner at the international law firm Withers Bergman LLP, where he built a domestic and international private client practice.
09/12/2019
Samir Pandiri Elected to the Board of the International Securities Services Association
His experience and global outlook, coupled with his deep technology and operations expertise, will provide a strong perspective in helping further ISSA’s mission
09/12/2019
Great Rock Capital expands origination team
Bloom joins Great Rock Capital with 20 years of Asset-Based Lending origination and credit experience.
09/12/2019
Leading commercial litigation funder adds to investment team
The team’s newest hires are highly qualified in their respective fields
09/12/2019
Citizens Further Expands Corporate Banking Capabilities by Adding West Region, New Midwest Leadership
David Musicant hired as Citizens’ first West Region leader, Jim Malz to serve as new Midwest Region leader and Ohio President
09/11/2019
Morgan Stanley Hires Three, Loses One in Restless South Florida Market
A spokeswoman for Wells did not return a request for comment, while a Morgan Stanley spokeswoman confirmed the hires.
09/11/2019
BTIG Continues Expansion of Investment Banking Unit with Senior Hires
Some of BTIG’s key additions include Corey Davis, Gautam Garg, Karen Koski, Colin LeStrange, Glenn Medwar and Dan Shea, who will each focus on structuring and originating transactions across their respective sectors and product lines.
09/11/2019
Norton Rose Fulbright Adds International M&A, Capital Markets Pro in Dallas
UT Law grad John Chrisman worked in London, Hong Kong, Singapore, Sidney and other parts afar before returning to Texas as a Norton Rose partner.
09/10/2019
Mizuho taps BAML veteran to lead US execution sales and trading
Bob Wright began his career at Merrill Lynch in the 1990s, and will lead execution sales and trading in the US for Mizuho in new role.
09/10/2019
Chile multi-family office Alcalá hires Banchile wealth exec
LarrainVial acquired the $650 million family office Alcalá last month, marking the firm’s first foray into one of Latin America’s growing wealth industries.
09/10/2019
Foresters head of multi-asset portfolio management joins BNY Mellon
He joined BNY Mellon as a senior investment strategist in September.
09/10/2019
Bryan Collins Joins the Andersen US National Tax Practice as Managing Director
Previously, Bryan was a partner at Arthur Andersen*9/
09/10/2019
Family Office Exchange Looks to the Future with New Leadership
FOX continues to focus on providing objective guidance, continuous learning, and peer exchange to help members achieve lasting impact.