03/07/2019
UBS Indianapolis welcomes husband and wife Team
Our strongest assets are the relationships we have established with our clients and we look forward to continuing our practice model at UBS.
People Moves
03/07/2019
Rockefeller Nabs RBC Recruiting Head Parker and Merrill Texas Manager Armondo
Parker and Armondo, each of whom have a quarter-century of brokerage experience, will join Rockefeller in a few months as managing directors, said several sources familiar with their plans.
03/07/2019
Wells Fargo Names Gillespie Head of Coverage
An investment banking veteran with more than 30 years of experience across a variety of industries, Hudson will drive the development of marque relationships and boardroom dialogue with key corporate and investment banking clients and prospects.
03/06/2019
Sanctuary Wealth Expands Its Capabilities and Expertise With the Addition of Respected Industry Professional Michael Ragins
Expanding Sanctuary’s Range of Investment Options for High-Net-Worth Clients, Institutions and Foundations
03/06/2019
Region is key area of growth, UBS Americas president says
Region is key area of growth, UBS Americas president says
03/06/2019
Financial services regulatory lawyer joins Seward & Kissel
Vasi has spent more than 20 years practising corporate and securities law
03/06/2019
Jupiter inks three LatAm distribution deals in strategy revamp
The new alliances are part of a strategic revamp by the UK firm as it works to expand its presence in Latin America's key institutional and wealth markets.
03/05/2019
Jean Golla Joins Johnson Financial Group as Wealth Advisor
She will be based at Johnson Financial Group’s Mequon office.
03/05/2019
Hamilton Lane Expands Senior Presence on Business Development Team
Appoints Jean Reynolds to Manage Consultant Relations Channel and Stephanie Davis to Lead Financial Intermediaries Coverage
03/05/2019
Raymond James finally names new RIA chief and, yes, he is a Schwab veteran
Adding his background, experience and deep knowledge of this space furthers our commitment to supporting independent RIA firms and providing them with the best tools and resources available.
03/05/2019
Onex taps ousted RBC executive Fleming for head of origination post
“Blair’s proven abilities and long-standing financial sponsor relationships will be valuable assets to the firm and our investors as we continue our growth.”
03/05/2019
Crédit Agricole Corporate and Investment Bank Announces Senior Appointments
The appointments, in combination with a recent capital increase, will continue our expansion of services and development of a fully integrated local platform in São Paulo
03/04/2019
EnviroLeach Announces Appointment of Mel Lavitt to Board of Directors
Mr. Lavitt served as a Director of Jabil from September 1991 to January 2016.
03/04/2019
Rockefeller Capital Management appoints Chief Information Officer
Joe Ferlisi to Join Rockefeller Capital Management as Chief Information Officer
03/01/2019
Vontobel Quality Growth Expands Client Portfolio Manager Team
The expansion of our Client Portfolio Manager team is a reflection of our long-term commitment to clients and dedication to reinforcing our global market coverage.”
03/01/2019
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today the election of five individuals to its Board of Directors, effective February 19, 2019.
Each of these individuals embodies the investment culture of Loomis Sayles.
03/01/2019
Holland & Knight Adds Int'l Tax Atty From Greenberg Traurig
Seth is a highly respected tax attorney with a fantastic reputation in the market
02/28/2019
JPMorgan hires commercial bankers, leaders across Europe, Asia
The targets are companies with between $500 million to $2 billion in annual revenue and international ambitions, including known brands that already use JPMorgan for their U.S. business and companies whose owners are JPMorgan private wealth clients.
02/28/2019
New President & CEO joins Aspera, market leader for Software Asset Management
The Aspera product portfolio provides insights into all major software vendors and SaaS applications.
02/28/2019
Raymond James Picks Up $738M UBS Team
Raymond James’ technology and product selection were draws