03/04/2020
Fortress Hires Former Wells Fargo CEO Sloan as Senior Adviser
Sloan spent more than three decades at Wells Fargo
People Moves
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.
02/28/2020
Minnesota Bank & Trust Hands Reins to Former Wells Fargo Exec
Stephen Bishop, who’s worked at Wells Fargo for nearly three decades, has been named president and CEO of Minnesota Bank & Trust.
02/28/2020
Whistler Partners Adds New Hires, Opens San Francisco Office
Ms. Stubrin brings over two decades of legal recruiting and industry experience to Whistler.
02/28/2020
Nomura Hires Senior Bankers within Americas Investment Banking
Nomura remains committed to strengthening our investment banking presence in the Americas while also expanding our product set to provide holistic solutions for our clients.
02/27/2020
Joe Baratta to Join Blackstone’s Board of Directors
He has also served as a member of the firm’s Management Committee for the last eight years and sits on many of Blackstone’s investment committees.
02/27/2020
Summit Partners Announces Global Promotions
Chris Bon has been promoted to Vice President.
02/27/2020
Merrill promotes executives in private wealth unit — but loses one longtime manager
Among the management changes the firm made, Mollie Colavita was named head of private wealth services and will oversee family office services, wealth strategists and the firm’s Center for Family Wealth, according to a memo seen by On Wall Street.