08/23/2019
Top Merrill Broker Patrick Dwyer Leaves Amid Accusations
A spokesman confirmed that Dwyer is no longer employed at Merrill, where the advisor spent his entire career, according to his BrokerCheck history.
People Moves
08/23/2019
HSBC hires Deutsche and JPM private bankers for Brazil team
Teofilo has around 20 years industry experience and had been at Deutsche for just over a year after joining its wealth division from JPM in April last year.
08/23/2019
Jefferies hires Deutsche investment banker to lead US gaming team
Rivals continue to capitalise on the ongoing restructurings at the German banking group
08/22/2019
Highview Capital makes promotions and adds new hire to investment team
Gilbert is responsible for all aspects of the firm’s investment process
08/22/2019
Blackstone Hires Senior MD for Growth Equity Investing
Most recently, Mr. Jagannath was a partner at Navab Capital Partners
08/21/2019
Bank of America Hires Technology Banker from Citi
He will join Bank of America in November and be based in San Francisco.
08/21/2019
Fired Multi-Million-Dollar Merrill Broker Joins Oppenheimer
The advisor led a team at Merrill that was overseeing around $1.1 billion in client assets
08/21/2019
CalPERS Heads Toward Restructuring Investment Committee
Board’s governance committee gave first approval Tuesday night to a plan that reduces the size of the investment committee and the number of meetings.
08/21/2019
RBC announces retirement of RBC Capital Markets and RBC Investor & Treasury Services Group Head
Mr. McGregor joined RBC in 1983
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.
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.