05/09/2018
Portland RIA snags Merrill advisors, crosses $1bn in assets
The duo left Merrill Lynch this month to set up their own shop which has been acquired by a growing independent advisory firm.
People Moves
05/09/2018
Paul Glover Joins G2 Insurance Services as Assistant Vice President and Producer
Prior to joining G2 Insurance Services, Paul spent nine years in positions of increasing responsibility with The Travelers Companies
05/09/2018
Credit Suisse is hiring a new US head of equity sales as it seeks to become top 5 player in stock trading
A Credit Suisse spokesman confirmed the contents of the memo but declined to comment further on the hires.
05/08/2018
State Street Global Advisors names new head of Americas Distribution for SPDR ETFs
She will be based in Boston and report to Rory Tobin, global head of SPDR ETFs, State Street Global Advisors said.
05/08/2018
Black Creek Group Names Former Morgan Stanley Exec CEO
Raj Dhanda, who led investment products and services for Morgan Stanley’s wealth management division, joined Black Creek Group in 2016.
05/08/2018
Bank of America Reorganizes Wealth Management Alternative Investments Group
Nancy Fahmy will head the new unit created from the merger of the Specialty Asset Management and Alternative Investments groups.
05/08/2018
Baird hires employees from Morgan Stanley’s Pillar Group
Gordon Knuth joins Milwaukee office
05/08/2018
Wealth Management Firm Promotes Three
Venice’s Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.
05/07/2018
Héctor Cateriano Takes Over as President of ColCapital
Cateriano will bring roughly two decades of experience in private equity funds to his leadership role at ColCapital
05/04/2018
Itaú Private Bank product specialist exits Miami team
This is the latest of a number of Credit Suisse hires by Itaú after it brought over traders from the Swiss group for the launch of a new offshore hub for high-end investors earlier this year.
05/04/2018
Mizuho Americas Hires Susan Gilbertson Director of US Equity Research
She will report to Matthew DeSalvo, Head of Equities.
05/03/2018
Ferris Capital, LLC Again Adds Industry Veteran
Unique Wealth Advisory Firm Strengthens Resources
05/03/2018
Mercury Capital Hires Savasta As CIO
Previously, Savasta was at the Michael Dell-affiliated MSD Partners, where Savasta was a managing director and co-head of the Strategic Investment Group.
05/02/2018
Former Credit Suisse prime head joins hedge fund FinTech firm
Jeremy Siegel was one of the victims of Credit Suisse’s recent job cuts to its US prime brokerage business.
05/02/2018
JPMAM appoints head of Asia beta strategies
El-Asmar now responsible for driving and accelerating the firm’s Asian beta strategies expansion
05/02/2018
Natixis appoints Head of Investment Banking Americas
Natixis has appointed Michael Moravec as Head of Investment Banking, Americas. He will report locally to Kevin Alexander, Managing Director and globally to Mohamed Kallala, Global Head of Investment Banking.
05/02/2018
BlackRock analysts quit to launch blockchain venture fund
Trio joins Eterna Capital, a $20m fund investing in products that support the UN's Sustainable Development Goals
05/02/2018
HSBC adds Citi investment counselor to Miami team
While Robledo’s hire was already in the works when Gross joined, it is understood Gross will continue to build up his team and is currently in talks to bring more investment counselors on board.
05/02/2018
Economist and investment pro Sara Walker joins BMO Wealth Management in Milwaukee
BMO said Walker will spearhead its wealth and investment strategies for Wisconsin, Minnesota and northwest Illinois.
05/02/2018
Northern Trust Names New Texas Wealth Chief
Lewis will remain president of the Houston business in addition to his new role as regional managing director for the whole state, effective June 1, the company says.