05/09/2018
“We owe Barry a great deal of gratitude for his contributions to the bank over the years, including building a leading global prime finance platform, forging strong relationships with hedge fund founders, principals, and CIOs,”
05/09/2018
The duo left Merrill Lynch this month to set up their own shop which has been acquired by a growing independent advisory firm.
05/09/2018
Prior to joining G2 Insurance Services, Paul spent nine years in positions of increasing responsibility with The Travelers Companies
05/09/2018
A Credit Suisse spokesman confirmed the contents of the memo but declined to comment further on the hires.
05/08/2018
She will be based in Boston and report to Rory Tobin, global head of SPDR ETFs, State Street Global Advisors said.
05/08/2018
Raj Dhanda, who led investment products and services for Morgan Stanley’s wealth management division, joined Black Creek Group in 2016.
05/08/2018
Nancy Fahmy will head the new unit created from the merger of the Specialty Asset Management and Alternative Investments groups.
05/08/2018
Gordon Knuth joins Milwaukee office
05/08/2018
Venice’s Caldwell Trust Company recently promoted Scott Antritt, Sonya Kristie and Sheryl Vieira.
05/07/2018
Cateriano will bring roughly two decades of experience in private equity funds to his leadership role at ColCapital
05/04/2018
This is the latest of a number of Credit Suisse hires by Itaú after it brought over traders from the Swiss group for the launch of a new offshore hub for high-end investors earlier this year.
05/04/2018
She will report to Matthew DeSalvo, Head of Equities.
05/03/2018
Unique Wealth Advisory Firm Strengthens Resources
05/03/2018
Previously, Savasta was at the Michael Dell-affiliated MSD Partners, where Savasta was a managing director and co-head of the Strategic Investment Group.
05/02/2018
Jeremy Siegel was one of the victims of Credit Suisse’s recent job cuts to its US prime brokerage business.
05/02/2018
El-Asmar now responsible for driving and accelerating the firm’s Asian beta strategies expansion
05/02/2018
Natixis has appointed Michael Moravec as Head of Investment Banking, Americas. He will report locally to Kevin Alexander, Managing Director and globally to Mohamed Kallala, Global Head of Investment Banking.
05/02/2018
Trio joins Eterna Capital, a $20m fund investing in products that support the UN's Sustainable Development Goals
05/02/2018
While Robledo’s hire was already in the works when Gross joined, it is understood Gross will continue to build up his team and is currently in talks to bring more investment counselors on board.
05/02/2018
BMO said Walker will spearhead its wealth and investment strategies for Wisconsin, Minnesota and northwest Illinois.