08/20/2019
Raymond James takes on $260M Merrill Lynch team
“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.
People Moves
08/20/2019
A Goldman Sachs VP joined a NY macro fund that's growing in London
Most of Tenaron's London hires happened in January 2019, when the fund migrated trader Tobias Wolf from its New York office and recruited repo trader Jens Loosen from Commerzbank.
08/20/2019
Wolters Kluwer Legal & Regulatory U.S. Names Ken Crutchfield as Vice President & General Manager of Legal Markets
An experienced information and software solutions industry leader, Crutchfield brings three decades of experience to his new role.
08/20/2019
Principal Names Board of Director
Auerbach, 56, joined PayPal in 2015
08/20/2019
CAPTRUST Bolsters Wealth Management Leadership with Addition of Frank Bub
Bub has over 25 years of experience in the wealth management and independent investment advisory industries.
08/20/2019
Aiva appoints sales manager for Jupiter distribution deal
A spokesman for Aiva said it is now looking to hire a replacement to fill Mata’s vacant spot in the investments team.
08/16/2019
Spartan Capital Securities hires Managing Director of Fixed Income
We are very pleased that Gerry Heilpern has joined the Spartan team
08/15/2019
Ontario Teachers' Ontario Teachers' Pension Plan going on hiring spree
OTPP managed around C$191 billion ($144 billion) in assets as of the end of 2018 for 327,000 working and retired teachers.
08/15/2019
Hirtle Callaghan Appoints Endowment Veteran
Mr. Vaccaro joins Hirtle Callaghan from the University of Pennsylvania's Office of Investments
08/15/2019
Bank of America names new managing director for D.C.'s Merrill team
He will oversee financial advisers, corporate benefits specialists and private wealth advisers for the local branch of the investment and wealth management business.
08/15/2019
AIG Appoints Chief Actuary, General Insurance
Mr. Olsen holds a B.S. in Mathematics from Rensselaer Polytechnic Institute and he is a Fellow of the Casualty Actuarial Society.
08/15/2019
LPL Financial Welcomes Blue Line Wealth Management
Seeing everything at once makes it easier to make informed recommendations. And LPL’s scale allows me to offer all these features at a reasonable cost to my clients,” said Frayler.
08/15/2019
Northern Trust Wealth Management appoints Director of Business Services
Northern Trust Wealth Management has more than 130 years of experience working with business owners
08/15/2019
Artivest Achieves Critical Platform Momentum, Announces Executive Leadership Appointment
Executive Chairman Martin Beaulieu assumes Chief Executive Officer post; will lead Artivest alongside Founder & President James Waldinger as digital platform draws outsized demand and record flows.
08/14/2019
Strategic Wealth Partners Grows Its Wealth Management Team
Additions Expand Reach in Wisconsin and Illinois
08/14/2019
BTIG Adds Head of Capital Markets
He will be based out of the firm’s New York office and report into Matt Clark, who leads BTIG Investment Banking.
08/14/2019
BMT Wealth Management expands team
Edward joins BMT from Wells Fargo
08/14/2019
Wealth Management Firm Names Chief Financial Officer
Prior roles for Mr. Weinkle at Dynasty include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO.
08/14/2019
B. Riley Wealth Management Appoints President
We're pleased to announce Chuck's promotion to President of B. Riley Wealth Management
08/14/2019
AIG names Deputy CFO, Head of Treasury, Investor & Rating Agency Relations, and Corporate Development
Purtill will oversee AIG’s engagement with key financial stakeholders