05/04/2017
JPMorgan taps Resegue to head Latin America equity trading
He joins from rival Bank of America Merrill Lynch, where he has worked since 1997.
People Moves
05/04/2017
Fidelity Names New Head Of Family Office Business
We continue to see tremendous opportunity with the ultra-high-net-worth market.
05/04/2017
Fifth Third taps new leader of wealth and asset management business
Michael joined Fifth Third in 2010 as president of Cincinnati-based Fifth Third Bank
05/04/2017
Citi Private Bank Adds New Talent to San Francisco Office
Ms. Eroshin is a CFA, CPA and CFP, as well as an adjunct faculty member at the University of San Francisco.
05/04/2017
Linklaters' former US banking head moves to Dechert as hiring spree continues
Norton has more than 30 years of experience leading complex domestic and cross-border financing transactions for financial institution, financial sponsor and corporate clients.
05/03/2017
Guggenheim Securities Expands Energy Practice
He joins Guggenheim from Deutsche Bank Securities, where he served as Managing Director and Head of the Houston Investment Banking Office.
05/03/2017
Nuveen Expands DCIO Team to Support Strategic Business Growth
We are now even better positioned to bring the full breadth of our highly competitive investment solutions to retirement plan clients.
05/02/2017
State Street Global Advisors Strengthens Global SPDR Business with Product and Marketing Appointments
As our business has expanded and matured, so too have the responsibilities of our product and marketing teams.
05/02/2017
ZEDRA expands into U.S. with new office and senior hire
Having a presence in Miami will strengthen ZEDRA’s footprint in the region by providing a cohesive foundation for and sustainable, long-term growth.
05/02/2017
Celent’s Corporate Banking Practice expands team
Her research will focus on innovation in treasury management services, trade finance, working capital finance, and the implications for customer journeys across segments, including small business.
05/02/2017
Bruderman Adds Top Merrill Lynch Advisor to Private Wealth Management Team
Mr. LeBlanc is a graduate of Yale University, and has been recognized as an all-star investment advisor during his 22 year tenure at Merrill Lynch.
05/02/2017
Millennium Management hires 3 as part of restructuring
Mr. Santoro will lead the firm’s global equity team drawing on 24 years of experience in trading and risk management
05/02/2017
RBC grabs $262M team from UBS
They previously worked at Piper Jaffray.
05/02/2017
Wealth Advisory Firm Halbert Hargrove Hires Beverly Karns as Regional Director of Denver Office
She will also collaborate with account leads to advise clients, which include entrepreneurs, professionals, technology company executives and retirees.
05/01/2017
AllianceBernstein taps JPMorgan veteran Seth Bernstein as CEO
As global head of managed solutions and strategy at the bank’s asset management unit.
05/01/2017
Stifel snatches $100M family team from UBS
Stifel last announced new hires in March, when the regional firm said it recruited two advisers from Baird.
04/28/2017
Institute of Trading and Portfolio Management hires former Goldman Sachs Managing Director David Perlin as Senior Trading Mentor
I couldn’t be more excited to have him on board.
04/27/2017
Debevoise Launches Strategic Crisis Response and Solutions Group
These teams feature, in addition to Ms. White, preeminent practitioners, including former federal regulators, lawyers and judges
04/27/2017
Warburg Pincus appoints Senior Advisor
He is a graduate of the University of Cambridge.
04/27/2017
Cannabis firm recruits ex-BlackRock exec for co-chair and partner
Mr. Leavy is the founder of NetPost Capital Advisors and holds an MBA from Columbia Business School.