03/28/2018
JTC Expands Senior Management Team with US and UK Appointments
Tony Whitney, Group Head of Institutional Client Services, welcomed Wouter and Jonathan to JTC
People Moves
03/28/2018
Investcorp Appoints Jan Erik Back as Chief Financial Officer
He started his career with Swedish bank, Handelsbanken, in their international finance and accounting operations.
03/28/2018
Four Morgan Stanley Executives Leave for Technology Firm Advizr
The financial planning company’s CEO said the hires represent a turning point in the industry’s technology space.
03/28/2018
MUFG Hires Maureen Sullivan To Be Head of Supply Chain Finance Group For the Americas
Sullivan's 'Demonstrated Success,' Will Add Value for Clients, Says Jon Lindenberg, MUFG's Deputy Head of Investment Banking for the Americas
03/27/2018
PIMCO Hires Global Head of Talent and Organizational Development
Ms. Lewis will drive the design and execution of PIMCO’s firm-wide talent management initiatives
03/27/2018
Instinet Appoints Mark Kelley as Senior Equity Research Analyst Covering Internet
Based in New York, Mr. Kelley joins Instinet from Citigroup, where he was the lead analyst in the small and midcap Internet group.
03/27/2018
OppenheimerFunds hires new Chief Risk Officer
He previously held several roles within their Prime Brokerage, Equities, and Fixed Income Securities Divisions. Deek began his career in 1993 at Mentor Graphics as a Development Engineer.
03/27/2018
Gilroy joins other Barclays veterans at Bakers
Terence Gilroy spent more than four-and-a-half years with the bank, prior to which he spent seven years with Shearman & Sterling.
03/26/2018
Wells Fargo Securities appoints 2 to head mortgage finance group
Kavour brings almost 25 years of experience to the role. He has been with the company since 2012, starting as leader of the RMBS and mortgage trading team.
03/26/2018
Lord Paul Myners Joins the Board of Rockefeller Capital Management
Former UK Treasury Minister and Financier Named Second Independent Director
03/26/2018
Meketa Investment Group Expands Employee Ownership Team
Principals Timothy Atkinson, Christy Gahr, Molly LeStage, Richard O’Neill, Bradley Regier, Colleen Smiley and Larry Witt have joined the firm’s ownership group
03/26/2018
Pinnacle adds manager and five client service specialists
Morrison has 23 years of experience and came to Pinnacle from Ingram Barge Company in Nashville
03/26/2018
Evercore Wealth Management Appoints Thomas Olchon as a Managing Director and Wealth & Fiduciary Advisor
Mr. Olchon joins Evercore from Bessemer Trust, where he led a team responsible for delivering the firm's wealth management services to ultra high net worth clients.
03/26/2018
BNY hires former Fidelity exec to head investment strategy
Pierce mostly recently served as an executive vice president at Fidelity Investments’ investment product group from December 2014 to January 2017.
03/26/2018
Raymond James Revamps Alex. Brown Manager Ranks
Raymond James spokespeople did not immediately return calls to comment on the changes.
03/26/2018
Kingfisher acquires top talent in Nicole Brandon to head Family Office Division
Leveraging decades of thought leadership and personal and professional relationships cultivated over three generations, Kingfisher supports families and business owners in achieving their security, lifestyle and legacy goals.
03/23/2018
BNY Mellon Wealth Management Names Sheryl Linck as a Senior Wealth Director
Linck will be engaging and leveraging teams in Pittsburgh, Cleveland and Chicago as appropriate to support this effort.
03/22/2018
Rosemary Berkery, a member of UBS’ ‘Merrill mafia,’ to retire
Since joining UBS’ wealth management unit in March 2010, she has been charged with growing its bank, and to that end, has added mortgages and credit cards to its offerings. Its lending book is now about $42 billion, up from $17 billion when she arri
03/22/2018
Scotiabank hires Mark Mulroney for senior capital markets role
Mr. Mulroney is the son of former prime minister Brian Mulroney and his wife Mila
03/22/2018
MUFG Hires Head of Latin America Corporate Banking
With His 'Skills and Passion,' Salgado Will Add Value for Bank's Clients Across the Region, Says John Koike, Regional Head for Latin America