03/05/2019
Hamilton Lane Expands Senior Presence on Business Development Team
Appoints Jean Reynolds to Manage Consultant Relations Channel and Stephanie Davis to Lead Financial Intermediaries Coverage
People Moves
03/05/2019
Raymond James finally names new RIA chief and, yes, he is a Schwab veteran
Adding his background, experience and deep knowledge of this space furthers our commitment to supporting independent RIA firms and providing them with the best tools and resources available.
03/05/2019
Onex taps ousted RBC executive Fleming for head of origination post
“Blair’s proven abilities and long-standing financial sponsor relationships will be valuable assets to the firm and our investors as we continue our growth.”
03/05/2019
Crédit Agricole Corporate and Investment Bank Announces Senior Appointments
The appointments, in combination with a recent capital increase, will continue our expansion of services and development of a fully integrated local platform in São Paulo
03/04/2019
EnviroLeach Announces Appointment of Mel Lavitt to Board of Directors
Mr. Lavitt served as a Director of Jabil from September 1991 to January 2016.
03/04/2019
Rockefeller Capital Management appoints Chief Information Officer
Joe Ferlisi to Join Rockefeller Capital Management as Chief Information Officer
03/01/2019
Vontobel Quality Growth Expands Client Portfolio Manager Team
The expansion of our Client Portfolio Manager team is a reflection of our long-term commitment to clients and dedication to reinforcing our global market coverage.”
03/01/2019
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today the election of five individuals to its Board of Directors, effective February 19, 2019.
Each of these individuals embodies the investment culture of Loomis Sayles.
03/01/2019
Holland & Knight Adds Int'l Tax Atty From Greenberg Traurig
Seth is a highly respected tax attorney with a fantastic reputation in the market
02/28/2019
JPMorgan hires commercial bankers, leaders across Europe, Asia
The targets are companies with between $500 million to $2 billion in annual revenue and international ambitions, including known brands that already use JPMorgan for their U.S. business and companies whose owners are JPMorgan private wealth clients.
02/28/2019
New President & CEO joins Aspera, market leader for Software Asset Management
The Aspera product portfolio provides insights into all major software vendors and SaaS applications.
02/28/2019
Raymond James Picks Up $738M UBS Team
Raymond James’ technology and product selection were draws
02/28/2019
State Street Names Lou Maiuri as its Chief Operating Officer
30-Year Industry Veteran to Lead Technology, Operations, Product and Innovation
02/28/2019
Shearman & Sterling Welcomes New Partner to Private Client Team
Anna will be responsible for building on the success of our Private Client practice
02/27/2019
Rockefeller Capital Management boosts Private Wealth Management team
As General Counsel of the broker-dealer, Solomon will lead the legal and compliance efforts across the Private Wealth Management and Strategic Advisory businesses.
02/27/2019
Cambridge Associates Names President to Oversee Global Investing
Noel O’Neill was promoted to president and head of global investing after more than two decades at the consulting firm.
02/27/2019
SEC Names an Associate Director in the Division of Investment Management
Mr. Fields is a 23-year SEC veteran who has served as Secretary of the Commission since 2014.
02/26/2019
Andersen Tax San Francisco Office Welcomes Managing Director Al Nunez
He has over 20 years of tax experience and specializes in working with clients on various matters including compliance, consulting, transfer pricing and cross-border transactions.
02/26/2019
UBS team managing $738 million near Detroit leaves for Raymond James
Eleven-member group will join RJ's employee unit in Birmingham, Mich.
02/26/2019
Deutsche Bank hires BoA's Innocentin for financial sponsors group
A Bank of America spokesman did not immediately respond to a request for comment.