03/13/2019
Julius Baer bolsters LatAm business
Esteban will be based in Zurich and will report directly to Beatriz Sánchez, Head Latin America at Bank Julius Baer.
People Moves
03/12/2019
Perelson Weiner Expands Trust and Estate Talent
Jay received his Bachelors of Arts in Accounting from Queens College
03/12/2019
F.L. Putnam Investment Management Company hires senior investment advisor in Maine
Meghan’s hire comes at an exciting time for our firm especially in Maine where we have experienced substantial growth over the last few years.
03/12/2019
Avenue5 Residential Names Executive Vice President of Mid-Atlantic Multifamily Operations
Property Management Firm's Newest Executive Will Optimize Operations Performance and Client Services While Leading Avenue5's East Coast Expansion
03/12/2019
Merrill Loses Private Wealth Veteran Rogers to Deutsche Bank
A Merrill spokeswoman confirmed Rogers’ departure, and said the unit is searching for a replacement.
03/12/2019
Bank of America names new co-heads of UK investment banking
De Giorgi was replaced by Jack MacDonald and Thomas Sheehan who are co-heads of global investment banking out of the United States.
03/12/2019
Stifel Hires Stephen Manaker as Managing Director Covering Real Estate Investment Trusts
Senior Analyst Appointment Comes Amid Increased Investor Attention on REITs & Related Stocks
03/12/2019
Rockefeller Capital Management hires MDs in New York and Dallas
Michael Parker and Michael Armondo each have 25 years of experience in wealth management
03/11/2019
UBS AM hires new head of real estate and private markets
Azelby previously worked at JP Morgan for 30 years, 18 of which he spent as CEO of the global real assets business.
03/11/2019
Investors pick their favourite to replace Fink at BlackRock
Investors rate Rob Goldstein as most likely to be the next chief executive, ahead of Fink’s protege Mark Wiedman
03/08/2019
Frazier Rice Joins Calamos As Senior Wealth Strategist
He will also serve as a consultative resource to colleagues at the firm.
03/08/2019
BBVA Compass bolsters California presence
Before joining BBVA Compass, Ligman worked in corporate lending, leverage lending, as well as technology banking.
03/07/2019
UBS Indianapolis welcomes husband and wife Team
Our strongest assets are the relationships we have established with our clients and we look forward to continuing our practice model at UBS.
03/07/2019
Rockefeller Nabs RBC Recruiting Head Parker and Merrill Texas Manager Armondo
Parker and Armondo, each of whom have a quarter-century of brokerage experience, will join Rockefeller in a few months as managing directors, said several sources familiar with their plans.
03/07/2019
Wells Fargo Names Gillespie Head of Coverage
An investment banking veteran with more than 30 years of experience across a variety of industries, Hudson will drive the development of marque relationships and boardroom dialogue with key corporate and investment banking clients and prospects.
03/06/2019
Sanctuary Wealth Expands Its Capabilities and Expertise With the Addition of Respected Industry Professional Michael Ragins
Expanding Sanctuary’s Range of Investment Options for High-Net-Worth Clients, Institutions and Foundations
03/06/2019
Region is key area of growth, UBS Americas president says
Region is key area of growth, UBS Americas president says
03/06/2019
Financial services regulatory lawyer joins Seward & Kissel
Vasi has spent more than 20 years practising corporate and securities law
03/06/2019
Jupiter inks three LatAm distribution deals in strategy revamp
The new alliances are part of a strategic revamp by the UK firm as it works to expand its presence in Latin America's key institutional and wealth markets.
03/05/2019
Jean Golla Joins Johnson Financial Group as Wealth Advisor
She will be based at Johnson Financial Group’s Mequon office.