06/06/2018
Stifel names former Merrill CIO as new investment head
Prior to this, he spent over 18 years at Wilshire Associates where he held various roles including chief investment officer and head of the firm’s Wilshire Funds Management Group.
06/06/2018
He will lead the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel’s Private Client Group.
06/05/2018
Pedro Marcal will take on the newly created position of Director of International Equities
06/05/2018
Edwin holds an H.B.A. with Distinction from the Richard Ivey School of Business and was one of the youngest Managing Directors promoted at JP Morgan during his tenure.
06/04/2018
Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service
06/04/2018
Prigge, also a founding partner at Balentine, heads the firm’s relationship management team.
06/04/2018
Fraidin is leaving the activist hedge fund which generally makes only about a dozen long-term investments
06/01/2018
Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.
06/01/2018
Brad Watson and Barton Porter to Lead Chubb's Mid- and Large-Market Industry Segments, Respectively David Barclay to Retire from Chubb in June
06/01/2018
Leveraging the Board's collective wisdom enables CAPTRUST to withstand ongoing growth opportunities and enhance its service offerings.
06/01/2018
The firm is made up of eight people and also has a Buenos Aires-based advisory firm called The Investment Company.
06/01/2018
A Janney spokeswoman did not immediately respond to a request for the advisor's AUM.
06/01/2018
At DFA, Lane was responsible for the strategic development and global distribution of retirement solutions.
05/31/2018
Bernstein Adds Senior Talent to Support Growth in San Francisco
In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein's business in the region.
05/31/2018
“Vinland has an experienced team in local and international markets, and many partners are my friends, taking me out of my retirement pretty quickly,” said Leme, who left Goldman in April after more than 25 years there.
05/31/2018
Meanwhile, in Pasadena, Calif., Iain Whyte, Simon Holford and Bryan Muth have left Merrill Lynch to launch their own independent wealth management practice, Pasadena Private Wealth, according to FA magazine.
05/30/2018
Mr. McElroy brings over 25 years of experience in the financial services industry, with a proven track record of business development and raising assets.
05/30/2018
Evans is the third CIO to resign from a NY pension this month.
05/30/2018
To Oversee Next Phase in Celent’s Digital Services Platform
05/30/2018
Wells Fargo AM expands multi-asset team
Cheng’s focus is on managing absolute return and alternative risk premia strategies.