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People Moves

02/05/2018

BTIG Names Matthew Partain Head of Prime Brokerage Sales

BTIG offers solutions for hedge funds, family offices and separately managed accounts

02/05/2018

Vancity Community Investment Bank announces Jay-Ann Gilfoy as new CEO

Jay-Ann replaces VCIB acting CEO Lisa Coltart, who will be returning full-time to her role as senior vice-president of enterprise services at Vancity.

02/05/2018

Stone Investment Group Limited Announces Management Change

In the near term, the President’s responsibilities will be assumed by Founder and Chief Executive Officer, Richard Stone.

02/02/2018

Och Ziff energy equity MD leaves for fund

Pattyn had been at Och-Ziff for nearly 11 years and was formerly an analyst at Morgan Stanley.

02/02/2018

Peter Brundage Joins Evercore as Senior Managing Director in its Advisory Practice and will Establish Dallas Office

Mr. Brundage has a BA from the University of Virginia and an MBA from The Tuck School at Dartmouth College.

02/02/2018

Lazard Asset Management Hires International Equity Value Team

Expands International Equity Platform with New Unconstrained, Concentrated Value Strategies

02/01/2018

Wells Fargo AM appoints Global Head of Research, Multi-Asset Solutions Team

Before joining the investment industry, he was a postdoctoral research fellow at the Harvard Graduate School of Business.

01/31/2018

Former CEO of Credit Suisse Americas takes reigns at Och-Ziff

The company’s share price climbed 5.22 percent to $2.42 late Tuesday afternoon.

01/31/2018

Temenos names Emily Steele president for North America

A seasoned executive in the North American market, Steele previously served as Temenos’ Chief Operating Officer (COO) in the region.

01/31/2018

Franklin Templeton taps CIO of emerging markets equity

Mr. Sekhon will oversee investment of $45 billion in emerging markets equity assets

01/31/2018

KeyCorp Names Clark Khayat Executive Vice President and Chief Strategy Officer

In this role, Khayat will be responsible for corporate strategy, mergers and acquisitions, and strategic investments.

01/31/2018

Andersen Tax Announces New Seattle Office Managing Director and New West Coast Regional Managing Director

Andersen Tax is pleased to announce Lance Lamprecht as Office Managing Director of Andersen Tax’s Seattle location and Susan Swartz as Regional Managing Director of Andersen Tax’s West Region, both effective January 1, 2018.

01/30/2018

JPMorgan promotes Pinto and Smith, fueling race to succeed Dimon

While their names have been mentioned before as potential successors to Chief Executive Officer Jamie Dimon, their elevation is the clearest signal that planning is actively under way for when he steps aside.

01/30/2018

Ex-RBC wealth mgmt chief Taft joins Baird as vice chairman

Taft said in an interview he will bring his recruiting experience to Baird’s wealth business, but that the firm is not about to launch a big hiring push.

01/30/2018

Nomura hires former RBC MD

With this hire the firm expands its strategy and content offering to clients

01/30/2018

Morgan Stanley Loses Longtime Veteran to JPMorgan

A Morgan Stanley spokeswoman confirmed the move to AdvisorHub but declined to comment on whether it will go after Slattery in court or through arbitration.

01/30/2018

Valdes-Fauli Set to Leave Fox Rothschild

The attorney, who is mayor of Coral Gables, will launch a solo practice in Coral Gables.

01/29/2018

Barclays hired a senior healthcare analyst from BAML

He spent close to nine years at the Swiss bank as an expert in the healthcare industry, before leaving it to join BAML in 2016.

01/29/2018

Nomura Hires 15 Senior Bankers in its Investment Banking Business in the Americas

Nomura is committed to growing the Investment Banking business strategically and thoughtfully.

01/29/2018

US adviser hunts for financial services dealmakers in London

Florida-based Raymond James could double headcount in the UK capital

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