08/12/2019
Evercore appoints Senior MD in New York
He is a graduate of Harvard Law School and the University of Ottawa.
People Moves
08/12/2019
Four Wealth Managers Join First Republic in New York Area
The team will be based in Paramus, New Jersey.
08/12/2019
Alex Jones to head Intermediate Capital's U.S. private wealth solutions
Jones previously worked in JP Morgan Private Bank
08/09/2019
The race for JPMorgan Chase leadership has begun
With JPMorgan Chase CEO Jamie Dimon’s resignation looming, Marianne Lake, the recently appointed head of consumer lending, has emerged as a possible successor
08/09/2019
Morgan Stanley duo managing $260 million joins Raymond James
Rene Dierkes and Frank McKenna move to employee unit in Morristown, N.J.
08/09/2019
Sun Life Global Investments appoints President
As President of SLGI, Jordy will oversee SLGI, driving Client outcomes through investment performance and distribution excellence.
08/08/2019
IQ-EQ managing director joins board of Ireland Canada Business Association
A certified accountant with over 20 years’ financial services experience, Joanne trained with Ireland’s largest insurance company before joining the financial services arm of one of the ‘Big 4’ accounting firms.
08/08/2019
Wells Fargo Kentucky Team Bolts for Morgan Stanley
Neither Rogers not Tomblinson—who have 35 and 20 years of brokerage experience, respectively—returned calls for comments left at their new office.
08/08/2019
Eversheds Sutherland taps Kern as partner for M&A and private capital teams
“Stacey is a great addition to our Chicago oce, which we opened with the idea that we would continue to add talented lawyers who t from a strategic standpoint.”
08/08/2019
Integrity Wealth Advisors appoints Senior Financial Advisor
Jeff's current community involvement includes serving on the Board of Directors for Colorado Uplift, a non-profit leadership program focused on inner-city youth.
08/08/2019
BNY Mellon Appoints Head of Markets Strategy & Insights
Daniel will be based in New York.
08/08/2019
BMT Wealth Management appoints Senior Vice President
He is responsible for identifying new business opportunities and for advising select individuals and institutions
08/07/2019
Julius Baer Americas intermediaries head to step down
Zumsteg will remain at the firm until the end of the year to assist with the transition process.
08/07/2019
John Lecci joins Markel as Senior Director, US Professional Errors & Omissions
He will be heading up the New York-based US Professional Errors & Omissions team.
08/07/2019
BNY Mellon Appoints Head of Markets Strategy & Insights
Daniel will be based in New York.
08/07/2019
Geller Advisors Announces Addition of New Leaders for Major Business Areas
Scott Bush Joins as Head of Client Development and Experience; Mark Rubin Joins as Head of Tax
08/06/2019
BCS Global Markets appoints new Prime Brokerage Sales Director
His breadth of experience in selling international prime services and developing client relationships to the hedge fund community will be instrumental in our global expansion.
08/06/2019
Leading Private Equity Lawyer Daniel Eisner Joins Schulte Roth & Zabel
Previously, Mr. Eisner was head of the private equity practice at DLA Piper and Proskauer Rose LLP.
08/06/2019
Barings Hires Former Hedge Fund Manager to Head New Institutional Unit
Stewart Russell will help Barings expand its business with institutional investors globally.
08/06/2019
Mizuho to Hire RBC Tech Banker for Senior U.S. Role
Representatives for both Mizuho Americas, part of Japan’s Mizuho Financial Group Inc. and RBC declined to comment.