03/19/2019
JPMorgan Loses Exec to Chicago-based RIA
The Boston-based pair previously oversaw $200 million at Northwestern Mutual, LPL says.
People Moves
03/19/2019
Bank of America to Hire 300 Bankers in Greater L.A. Region
The economy in Los Angeles continues to be strong.
03/19/2019
First Republic Continues Poaching Wealth Management MDs from Large Brokerages
UBS didn’t respond to AdvisorHub’s request for comment. Lovell is obligated to take a two-month garden leave and didn’t respond to the website’s requests for comment.
03/18/2019
Matthew Panarese Joins Rockefeller Capital Management in Philadelphia
As a Managing Director in the Multi-Family Office, Panarese will focus on serving ultra-wealthy clients with wealth and tax planning, wealth transfer strategies and family office services, helping families successfully manage their complex financial needs
03/15/2019
Rob Zaharia Joins Matthews™ as Vice President of Multifamily Division
“The addition of Rob to our multifamily division strengthens our presence in the Hollywood submarket,” said Withers.
03/14/2019
First Republic snags another Wall Street veteran, this time from J.P. Morgan
Michael S. Lee will run the New York territory for First Republic's wealth management business
03/14/2019
Murphy is named as president of Phillips Edison
Prior to joining PECO in 2013, Murphy was vice chairman of investment banking at Morgan Stanley.
03/14/2019
Former SEC regional head joins Morrison & Foerster as Partner in San Francisco
Ms. Choi further builds out the firm’s global investigations practice; brings substantial experience following heightened SEC enforcement in Silicon Valley
03/14/2019
Rockefeller Capital Management appoints head of ESG investments
In the newly created role, Clark is responsible for directing the ESG investing research, analytical and engagement framework and processes across all Rockefeller Asset Management strategies.
03/13/2019
CICA board chair steps down
He is a frequent speaker on captives, RRGs and alternative risk financing.
03/13/2019
Cooley partner swaps to King & Spalding
“Campbell’s first-chair trial expertise not only adds depth to our IP trial practice, but enhances our ability to counsel clients in the firm’s targeted industry initiatives, including technology.”
03/13/2019
Ascensus Appoints New Regional Vice President
Prior to joining Ascensus, he served as TPA vice president at Transamerica
03/13/2019
Julius Baer bolsters LatAm business with hire
Polidura will be responsible for offering investment products to clients in LatAm
03/13/2019
Julius Baer bolsters LatAm business
Esteban will be based in Zurich and will report directly to Beatriz Sánchez, Head Latin America at Bank Julius Baer.
03/12/2019
Perelson Weiner Expands Trust and Estate Talent
Jay received his Bachelors of Arts in Accounting from Queens College
03/12/2019
F.L. Putnam Investment Management Company hires senior investment advisor in Maine
Meghan’s hire comes at an exciting time for our firm especially in Maine where we have experienced substantial growth over the last few years.
03/12/2019
Avenue5 Residential Names Executive Vice President of Mid-Atlantic Multifamily Operations
Property Management Firm's Newest Executive Will Optimize Operations Performance and Client Services While Leading Avenue5's East Coast Expansion
03/12/2019
Merrill Loses Private Wealth Veteran Rogers to Deutsche Bank
A Merrill spokeswoman confirmed Rogers’ departure, and said the unit is searching for a replacement.
03/12/2019
Bank of America names new co-heads of UK investment banking
De Giorgi was replaced by Jack MacDonald and Thomas Sheehan who are co-heads of global investment banking out of the United States.
03/12/2019
Stifel Hires Stephen Manaker as Managing Director Covering Real Estate Investment Trusts
Senior Analyst Appointment Comes Amid Increased Investor Attention on REITs & Related Stocks