04/15/2019
Alex. Brown Poaches $170M FA From Snowden Lane
“I decided to join Alex. Brown after very careful due diligence and consideration for the future of my practice and the wealth management business,” Hubbell says in the press release.
People Moves
04/12/2019
UBS Names Former Congressman Jeb Hensarling Executive Vice Chairman of the Americas
Based in Texas, Hensarling has regional responsibilities across all UBS Americas businesses
04/12/2019
Norton Rose Fulbright adds prominent renewable energy tax lawyer in New York
He comes to Norton Rose Fulbright from Mayer Brown, where he led the firm’s renewable energy group in New York.
04/12/2019
Citigroup investment bank president Jamie Forese to exit
There he will be succeeded by Paco Ybarra, who served as Forese's deputy.
04/12/2019
Northern Trust makes strategic global leadership appointments in institutional brokerage
These newly created positions mark an important step in the evolution of Northern Trust’s Institutional Brokerage business
04/12/2019
Rockefeller New York Lead Joins Quant Network Board
Quant Network – who last week introduced Quant Atlas
04/11/2019
National wealth management firm names new Houston president
He will continue as Northern Trust Wealth Management's Texas president
04/11/2019
Element Pointe Advisors appoints Chief Compliance Officer
Prior to joining Element Pointe Advisors, Wruble was responsible for managing regulatory relations and compliance for Kestra Financial
04/11/2019
BMO Appoints New Regional Leaders for Minnesota/Western Wisconsin, Florida and Arizona
Shaheena, Dalila and Patrick have a tremendous amount of knowledge across our business
04/11/2019
Pryor Cashman Expands Trusts + Estates Practice With Addition of Partners Daniel Kesten & Lauren Janian
This is Pryor Cashman's latest addition to its growing Trusts + Estates practice, which welcomed Partner Susan Witkin from Blank Rome LLP last year.
04/10/2019
McDermott adds to wealth preservation and asset protection offerings for high net worth clients
Elizabeth adds a well-rounded wealth management skillset to our team
04/10/2019
BNY Mellon Strengthens Digital Leadership with Three Industry Hires
Our growing bench of digital talent will sharpen and unlock even more value in a constantly changing, disruptive environment.
04/10/2019
HJ Sims appoints Investment Banking VP
He spent the past 12 years managing projects and analytics for governmental entities
04/10/2019
Scotiabank Appoints Board Chairman
Mr. Regent holds a B.A. from the University of Western Ontario and is a chartered accountant and a Fellow of CPA Ontario.
04/10/2019
D.A. Davidson hires Managing Director
Firm Grows Investment Banking Division With Veteran Technology Banker
04/10/2019
Waller Capital Team Joins Stifel
John founded Waller Capital Partners in 1982 to provide a bridge between entrepreneurial cable owners and New York’s larger capital sources.
04/10/2019
Janney Welcomes 14 New Financial Advisors to its Private Client Group in the First Quarter of 2019
Janney had another successful quarter recruiting leading Financial Advisors with experience and expertise in all aspects of wealth management
04/09/2019
Hedge fund Cruiser Capital hires Kapur from SumZero
It settled with Ashland after the company agreed to add independent directors and make other changes.
04/09/2019
Let’s Congratulate Deloitte’s New Audit and Consulting Bosses
Each case effective June 2, 2019.
04/09/2019
SoftBank Hires Three Execs for $5 Billion Latin America Fund
Paulo Passoni, ex-managing director with Daniel Loeb’s hedge fund Third Point, and SoftBank’s own Shu Nyatta will serve as investment partners focused on finding and executing deals.