09/05/2018
Manulife appoints Head of Investor Relations
Adrienne O’Neill Appointed Head of Investor Relations for Manulife
People Moves
09/04/2018
Banc of California boosts board
She spent 16 years with Bank of America and its predecessor Security Pacific Bank, in a number of senior line and staff roles, lastly as an Executive Vice President, Bank of America Retail Bank.
08/31/2018
Fund Files: Wells global bond head exits; Pimco PM to retire
The Wells Fargo International Bond fund will continue to be managed by Wilson, Alex Perrin, Michael Lee and Christopher Wightman.
08/30/2018
HarbourVest Partners Hires James Athanasoulas as Managing Director, Expanding Private Credit Team
The credit business leverages HarbourVest’s decades of experience and relationships with private equity general partners to offer tailored financing solutions.
08/30/2018
Evercore Wealth Management Appoints Daniel Stolfa Managing Director and Wealth & Fiduciary Advisor
He will serve clients throughout the Midwest with comprehensive, goals-based wealth planning advice, backed by our national Wealth & Fiduciary team.
08/30/2018
JP Morgan boosts Miami private banking team with senior hire
The private bank has recently been hiring across its teams catering to Latin American clients in Brazil and Mexico.
08/30/2018
Former Merrill Executive Dupuy to Join Greg Fleming at Rockefeller Capital
Dupuy resigned this month from Focus Financial, a rollup of registered investment advisor practices that went public in July and that he had joined after leaving Merrill four years ago.
08/29/2018
SEI Hires Regional Director of Defined Contribution Sales
Company Deepens Resources to Support Defined Contribution Business' Expansion
08/28/2018
Union Bank Expands Wealth Management Team
He began his career at State Street Bank and Trust, where he held a number of management positions in asset servicing and securities lending.
08/28/2018
BridgePoint Risk Management Continues Rapid Expansion
BridgePoint to expand its national footprint, addition of several new team members in Arizona, California, Rhode Island, and Virginia.
08/28/2018
BNY Mellon Wealth Management appoints senior wealth director
He will work closely with individuals, families, professionals, retirees, business owners, executives and other high net worth clients to help them reach their goals. We are eager for him to join the team.
08/24/2018
Atria Wealth Solutions Appoints Chief Technology Officer
He will be responsible for managing the evolution of Atria’s technology platform as the firm continues to enhance and build new technology capabilities to better serve advisors and their clients.
08/24/2018
Norm Cook Leaves Halite Partners for $635 Million RIA
Cook will serve as president and CEO and join the RIA’s investment committee.
08/24/2018
BPM Names MD in Firm’s Real Estate Group
The move marks the latest expansion to BPM’s growing real estate group.
08/24/2018
StatPro shakes up Canadian operations
The Revolution division will focus on our cloud-based performance and risk analytics platform.
08/23/2018
Quinn Emanuel Urquhart & Sullivan Hires Veteran
York has extensive experience in litigation involving Japanese parties and routinely works in collaboration with local Japanese bengoshi and benrishi to reduce the burden of U.S. litigation on Japanese clients.
08/23/2018
HSBC boosts LatAm private bank team with rival hire
‘We’re excited to welcome this group and are confident they will further strengthen our proposition in the region.’
08/23/2018
Mercer Advisors Expands Mergers & Acquisitions Team with 3 Veteran Hires
This unique approach creates a much more desirable outcome for both advisors and their clients in comparison to the other options advisors face to solve their ownership transition issues such as other acquirers who are more focused on aggregating assets o
08/23/2018
GAMCO appoints portfolio manager for Global Financial Services Fund
Lapey was appointed Co-Manager of the firm’s flagship Third Avenue Value Fund alongside legendary value investor Marty Whitman, and was subsequently named sole Portfolio Manager of that fund in 2012.
08/23/2018
Northern Trust Strengthens Trust Advisory Practice
Alex Tanouye joins the growing high-net worth practice in Washington D.C.