11/22/2017
Fiera Capital Consolidates Ownership in Fiera Properties - Peter Cuthbert Appointed President of Fiera Properties
He will continue overseeing management of the fund, as well as firm management and operations.
People Moves
11/22/2017
Quebec regulator appoints Moad Fahmi director, fintech and innovation
The Autorité des marchés financiers is the regulatory and oversight body for Québec's financial sector.
11/21/2017
Daphne Jordan Joins Pioneer Wealth Management Group
Daphne brings a wide range of skills to Pioneer Wealth Management Group including her degree in Mathematics from the University of Texas at Austin
11/21/2017
Tim Carter Named Chief Financial Officer of Piper Jaffray
A 22-year veteran of the firm, Carter has held various leadership positions in finance, including controller, chief accounting officer and treasurer
11/21/2017
Financial Institutions adds another board director
Directors receive a combination of cash and stock-based compensation for serving on the board.
11/20/2017
Wells Fargo ousts consumer lending head over communication that was 'contrary' to company policy
Codel oversaw 45,000 workers in home lending, auto dealer services, personal lending and personal insurance.
11/20/2017
BTIG appoints Chief Equity and Derivatives Strategist
BTIG’s Research and Strategy team specializes in consumer, financials, healthcare, real estate, and technology, media and telecommunications research, and equity, derivatives and technical strategy.
11/20/2017
Stifel picks off a trio of advisors from rivals worth $217M
The nation’s eighth-largest wealth management firm by advisors has sustained recruitment efforts in the wake of its acquisition of Ziegler Wealth Management’s 57 advisors
11/20/2017
SEC Names Paul G. Cellupica As Deputy Director Of The Division Of Investment
He will also serve as a senior advisor to the Director.
11/20/2017
Litigator Ronald Tomassi Joins Greenberg Traurig’s Growing Denver Office
Global law firm Greenberg Traurig, LLP continues to strengthen its presence in Denver with the addition of Shareholder Ronald J. Tomassi, Jr. He joins from Bryan Cave.
11/20/2017
GMP Capital Inc. Announces Senior Management Departure
We built upon our industry-leading mining franchise and we are confident the team will continue to build on this legacy.
11/17/2017
BNY Mellon Wealth Management boosts Chicago team
Prior to joining BNY Mellon Wealth Management, Paolilli held 2 positions at Northern Trust over a 10 year period.
11/16/2017
Highland Capital Management Expands Executive Leadership Team, Adding New Partner to Oversee Firm Strategy and Thematic Investment Initiatives
Andrew Parmentier Joins as Chief Strategy Officer and Head of Thematic Investing
11/16/2017
Ropes & Gray Expands Private Investment Funds Practice With New Hire
Ropes & Gray Has Hired Keren Rimon As Counsel For The Firm’s Private Investment Funds Practice
11/16/2017
BNY Mellon Wealth Management hires new managing director in Miami
Montiel was previously a senior vice president and head of Investment Strategies Group Americas at Miami-based EFG Capital International Corp
11/16/2017
Credit Suisse Snaps Up Instinet Veteran
Comerford is a ten-year veteran of U.S. broker Instinet, which belongs to rival investment bank Nomura.
11/16/2017
Dave Kuplic Named President of Advantus Capital Management
Mike Steinert Joins Asset Manager as Vice President and Chief Compliance Officer
11/16/2017
Heidrick & Struggles Names New Leadership in the Americas
She will bring deep experience and perspective to her new role leading our Investment Management segment for the Americas.
11/15/2017
Former Schwab Consultant Joins PagnatoKarp
He’s also consulted for UBS Wealth Management, Wachovia, Lincoln Financial and AXA Equitable.
11/15/2017
Citigroup hired a former Goldman Sachs banker to cover a booming Wall Street business
Who were promoted to global co-heads of the Global Asset Managers group earlier this year.