06/26/2018
Lassus Wherley boosts team
David has a BS in Finance from The College of New Jersey.
People Moves
06/26/2018
Ganfer & Shore Strengthens Firm with New Heavy Hitting Partners
The firm will officially be renamed as Ganfer Shore Leeds & Zauderer LLP on July 1st.
06/25/2018
AlixPartners appoints Global Head of Strategy and Business Development
The turnaround wing at AlixPartners has been at the heart of some of the most prominent administrations and restructuring operations in the world over the past 12 months.
06/25/2018
Citi poaches top BAML banker in shake-up of equity capital market leaders
US bank wants to be a top-three revenue earner in Europe's equity capital markets
06/22/2018
Hunt Investment Management appoints marketing and investor relations manager
Will lead marketing and investor relations
06/22/2018
Silicon Valley Bank Appoints Head of Private Bank
Butler has more than 25 years of experience in financial services.
06/21/2018
J.P. Morgan Hires Veteran NY Wirehouse Broker Managing About $500 Million
He was joined by his business partner, Patrick M. Murphy, whose Morgan Stanley biography says he has more than 15 years of experience
06/21/2018
Oxford Financial Group Adds New CIO
Nogues will assume leadership of the firm’s investment management team
06/21/2018
With IBD competition heating up, firms poach executives from rivals
The firms announced the appointments on June 19 as competition and consolidation roil the industry.
06/21/2018
Hedge fund Tourbillon hires Berman as president
In the first five months of 2018, the average hedge fund returned 1.5 percent, data from Hedge Fund Research shows.
06/21/2018
Foresight Wealth Management Names JD Slatter As Partner
He will also provide investment solutions to individuals and businesses.
06/21/2018
Webster Bank hires Colin Gillespie as SVP of brand marketing
As an advocate for volunteering with organizations that provide opportunity for others, Gillespie serves as a Strategic Fellow with LEAP Innovations
06/21/2018
Mintz Levin Adds Experienced Corporate Attorney in San Diego
Scott Stanton Joins as a Member from Morrison & Foerster
06/20/2018
Marc Lorin joins Coquest Advisors as Director of Strategic Relations
In that role, he was responsible for overseeing the sales team and approach to hedge fund managers and institutional investors, such as pension funds and family offices.
06/20/2018
Atria Wealth Solutions Expands Management Team
Travis Grimm joins as Head of Program Management where he will lead program management, business analysis and project execution.
06/20/2018
Irene Kung Joins Wilmington Trust as Senior Investment Advisor in Los Angeles Office
Kung is responsible for developing customized investment portfolios for clients based on their unique parameters for risk, return, liquidity, and other factors
06/20/2018
MoneyLion Appoints Jon Stevenson as New Head of Wealth Management and Banking
Industry veteran to help accelerate MoneyLion’s expansion of personal financial solutions to all
06/20/2018
First Republic gatekeeper exits for Vontobel
Jon Cusa has joined New York-based Vontobel Asset Management, Inc.
06/20/2018
IMCO hires pension management veteran Jean Michel as new CIO
To take action on this plan, IMCO is bringing in pension management veteran Jean Michel as CIO.
06/20/2018
Goldman Hires Barry's Bootcamp Banker Kapoor From Moelis
A Moelis spokesman declined to comment. Business Insider reported the hiring earlier Tuesday.