10/03/2018
Morgan Stanley Actively Looking for Thousands of New Staff
But the hiring spree appears to be slowing down, according to the web publication
People Moves
10/02/2018
BNY Mellon Names Sabet Elias in New Role as Chief Technology Officer
Before that, Mr. Elias was the CTO responsible for infrastructure across multiple lines of business with accountability for technology architecture, design, build and operations.
10/02/2018
AFP Provida launches alts unit and appoints new boss
The $50 billion pension fund created the team to screen and select investments in this market
10/02/2018
Aviva Investors brings on head of U.S. equities
The firm made nine hires to its U.K., global and emerging market equities teams in July.
10/02/2018
Sidley Hires Leading Private Equity Lawyers in New York
With 2,000 lawyers in 20 offices around the globe, Sidley is a premier legal adviser for clients across the spectrum of industries.
09/30/2018
Falcon Wealth Planning Hires New CFO To Head Tax Division
Falcon Wealth's history is filled with major feats and milestones, and the addition of this new division is no exception.
09/28/2018
Wilmington Trust Adds Adam Bakhash as Senior Private Client Advisor in Los Angeles Market
Bakhash will provide comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Greater Los Angeles area
09/28/2018
Boston Private Hires New Senior Wealth Advisor in Beverly Hills, California
Ms. Born frequently volunteers her time providing financial advice to low-income families in the Los Angeles area.
09/28/2018
BNY Mellon Wealth Management Names Paul J. Simon as Senior Director, Wealth Manager in Naples, Florida
Simon will report to Senior Director and Team Leader David J. Maksymetz and will be responsible for managing client relationships covering all aspects of wealth management advice including investments, planning and banking.
09/28/2018
KDB Expands Intellectual Property Force With 5 Hires
The additions augment KDB’s capabilities in the financial technology (fintech) arena, said KDB Senior Principal Scott Bluni.
09/27/2018
Fiduciary Trust expands New York Office
The firm-wide culture at Fiduciary Trust emphasizes the importance of a deep understanding of each client's unique situation and circumstances," said Mr. Uzal.
09/27/2018
LPL Financial appoints Business Development EVP
He joins LPL from IBM, where he most recently served as vice president and partner.
09/26/2018
UBS names new manager research leader amid reshuffle
Joseph, who headed up discretionary portfolios and model solutions, left the firm in July to join Citi Private Bank as global head of portfolio solutions.
09/25/2018
Wealth Manager Joins leading private bank in Century City
Levine, who has more than 30 years of wealth management experience, was named Managing Director and Wealth Manager.
09/25/2018
Goldman Adviser Who Managed $1.4 Billion Leaves to Open Own Firm
Over the past three years, ultra-high-net-worth assets overseen by independent multifamily offices have grown 10 percent on average each year, about five times as fast as assets held at private banks, Cerulli Associates estimates.
09/25/2018
Otterbourg Expands Its Litigation Practice
He is a strong addition to the firms litigation department who will provide our clients wise counsel on crisis management, investigations and a wide range of other issues.
09/25/2018
Investment Funds Attorney Joins Global law firm
He also coordinated the development and structuring of all new fund products.
09/25/2018
Santander Bank Appoints Commercial Banking Regional Executive for Connecticut
Cerminaro holds a B.A. in economics from the University of Pittsburgh, a certificate in finance from the London School of Economics and an MBA from St. John's University Tobin School of Business.
09/25/2018
Piper Jaffray appoints MD in Technology Investment Banking
She will be based in the firm’s San Francisco office and report to Michael Kim, head of technology investment banking.
09/25/2018
Nomura Hires GCA's Minnihan for Financial Technology Coverage
He was most recently a managing director and head of financial technology with GCA Advisors LLC, a U.S. brokerage and advisory division of the Japanese investment bank GCA Corp.