09/10/2018
BNY Mellon Investment Management appoints Chief Economist
Shamik Dhar joins from the United Kingdom's Foreign and Commonwealth Office
People Moves
09/10/2018
The Bapis Group Joins Rockefeller Capital Management
Nine-Person Private Wealth Management Group Marks First Team Hire
09/10/2018
Kleinberg Kaplan adds private client partner
He joins New York firm’s national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices
09/07/2018
RayJay Lands $3 Million Morgan Stanley Team Operating in Three States
Reached at his office at Raymond James & Associates, the firm’s employee channel, Shafer declined to comment on his decision.
09/07/2018
RBC Global Asset Management appoints new head of Global Institutional Distribution
Mr. Masom will be based in Boston and report to Mike Lee, Global Head of Institutional Business at RBC GAM.
09/07/2018
Signature Bank Appoints Two Teams to Its New San Francisco Banking Office
Bank Focused on Team Expansion On Heels of Approval to Commence Operations in California
09/07/2018
ICF Appoints Head of ICF Olson
IBM iX Executive to Advance Company's Commercial Marketing and Communications Strategy
09/07/2018
16-Lawyer Group Spins Off From Windels, Spurred by Rate Pressures
“We’re nimbler, we can make decisions more quickly, we can have alternate billing rates—and lower rates,” said Bruce Bronster, head of the new Manhattan boutique Bronster LLP.
09/07/2018
Nationally Recognized Attorneys Join Freeman Law
Mr. Baucum currently serves as an Adjunct Professor of Law, specializing in business and tax law
09/07/2018
Mark Hootnick Joins PJ SOLOMON as Managing Director in the Debt Advisory & Restructuring Practice
Mr. Hootnick brings over 20 years of restructuring experience to the firm, most recently as a Managing Director at Millstein & Co.
09/07/2018
Fiduciary Trust Continues Expansion in South Florida
Mr. Schiff was also a financial advisor with Prudential Securities in Philadelphia.
09/06/2018
Morgan Stanley Hires Betterment’s Chief Marketing Officer
Paul Halpern will lead the Morgan Stanley’s cash management and deposits strategy.
09/06/2018
Crédit Agricole Corporate and Investment Bank Appoints Michael Quinn as Managing Director, Head of Corporate Coverage Canada
He graduated with an MBA from the Ivey Business School, University of Western Ontario, and holds an undergraduate degree from Brock University.
09/06/2018
Andersen Tax Announces Chad Thiel as Firmwide Private Client Services Lead
His primary focus is advising closely-held business owners, entrepreneurs and wealthy family groups. He has extensive experience providing clients with sophisticated advice and creative solutions to achieve their goals.
09/06/2018
Arch Insurance appoints new head of US property from AIG
In this position, Turpin will have oversight of both the excess and surplus property and US retail property divisions.
09/05/2018
BNY Mellon Wealth Management Names Senior Wealth Director
Before joining BNY Mellon Wealth Management, Surapaneni was a Vice President, Private Client Advisor at U.S. Trust
09/05/2018
Citi’s long-serving CFO retires in executive shake-up
John Gerspach out after 9 years, along with Emea and North America heads
09/05/2018
Dan Houlihan Appointed to Senior Leadership Role as Head of Northern Trust Asset Servicing, Americas
In his new role Houlihan will lead Northern Trust’s business servicing institutional investors across the Americas, including corporations, public pensions, foundations and endowments.
09/05/2018
Stifel nets $660M advisors in latest recruiting sweep
He had been previously affiliated with UBS where he was responsible for $211 million in client assets, according to his new employer.
09/05/2018
Pimco to Hire Top Deal Maker From Blackstone
ver the years, the financier — known among friends as Studs — has advised Indra Nooyi of PepsiCo, William A. Ackman of Pershing Square Capital Management and even the Vatican.