10/25/2017
Private Equity Billionaires Hand Over Carlyle Group To New Leaders
It does seem like the end of an era at Carlyle.
People Moves
10/25/2017
Citi Private Bank Expands Presence in Southwest
Chris Klecka Joins as Ultra High Net Worth Private Banker
10/25/2017
Steward Partners and Raymond James Welcome The Davis Executive Wealth Management Group to Boston Office
Raymond James affilate celebrates the addition of Tim Davis to flagship Boston office from Morgan Stanley
10/25/2017
This expansionary hedge fund has just hired a top salesman from UBS in New York
She worked in oil and gas equity research at Credit Suisse.
10/24/2017
Wells Fargo Asset Management Expands Multi-Asset Solutions Team
The goal of the Multi-Asset Solutions team is to help investors increase, protect, and generate income from capital.
10/24/2017
Oppenheimer & Co. Inc. Announces Three New Debt Capital Markets Hires
The new hires are responsible for origination and structuring of new issue debt instruments.
10/24/2017
AXA Financial Board Member Bertram Scott Named to Savoy Magazine’s roster of Most Influential Black Corporate Directors
He took over management of all products for the company, including group annuities and mutual funds.
10/23/2017
Steward Partners' latest hire: $200M team from Morgan Stanley
They're the latest advisors to jump from the wirehouse to independent channel amid recruiting cutbacks at UBS, Morgan Stanley and Merrill Lynch.
10/23/2017
RBC Wealth Management Ramps Up Indie and Captive Benefits for Big Expansion Goal
A spokeswoman for RBC WM says the firm won’t “disclose the number of recruits” it has gleaned in its parent company’s present fiscal year, which ends this month. But she confirms it’s already “the best recruiting year f
10/23/2017
BNY Mellon Appoints Outsourcing Veteran as Head of Middle Office Solutions
Messina is a Certified Public Accountant, with significant previous audit experience as an Ernst & Young partner.
10/23/2017
BNY Mellon appoints Sean Rourke to wealth management division in L.A.
His appointment comes at a time when U.S. financial companies are ramping up their wealth management operations in a bid to lower reliance on more traditional businesses such as trading.
10/23/2017
Shuey joins Revelstoke Capital
Shuey will be responsible for new investment sourcing, transaction execution and post-investment monitoring and oversight.
10/23/2017
Fulton Financial Expands Executive Leadership Team
He has more than 30 years of financial services experience in various positions with different entities.
10/23/2017
Banc of California Announces Hiring of Rita Dailey as Executive Vice President, Head of Deposits and Treasury Management Services
She most recently served as Managing Director with over 25 years of banking experience.
10/23/2017
Outten & Golden Announces Nine New Attorneys Have Joined the Firm
Outten & Golden LLP welcomes nine new attorneys to contribute to its growing practice of representing employees.
10/23/2017
Cohen & Steers Hires Specialist to Expand DCIO Support for Southeast U.S. Market
Mr. Gasta comes to Cohen & Steers from PNC Capital Advisors
10/22/2017
Bridges Trust expands team
Each will play a key role in helping the firm build out a comprehensive trust, family office and wealth management solution for a growing client base of successful individuals and families, endowments and foundations, business owners, entrepreneurs and co
10/20/2017
Chubb Appoints Jodi Hanson Bond to Lead Global Government and Industry Affairs
Chubb Appoints Jodi Hanson Bond to Lead Global Government and Industry Affairs
10/19/2017
Raymond James scoops up $540M SunTrust Team
They're the latest new hires at Raymond James, which has been on a long-running recruiting push.
10/19/2017
Korn Ferry Names Co-Head of Global Asset Management
He has also worked extensively in delivering holistic human capital solutions to his clients around the world.