09/18/2017
Merrill Lynch, Morgan Stanley and UBS Lose Reps
Two UBS Private Wealth Management reps have jumped ship to First Republic, according to a press release from First Republic.
People Moves
09/18/2017
bfinance strengthens Canadian team
The hire also marks the introduction of bfinance’s presence in Toronto.
09/18/2017
Revelstoke Capital Partners Announces the Addition of a New Partner
Russ Cassella joins Revelstoke as partner
09/18/2017
Executive search firms merge
Prior to this deal, BraddockMatthews had about nine employees, while Grace Point had six.
09/18/2017
BNY Mellon hires regional president from Merrill Lynch
He started his career at Merrill Lynch in 1986.
09/18/2017
Deutsche Bank's Ex-Latam CEO Brings Penchas to New Brazil Firm
We plan to work as a multi-family office and to provide our clients an independent advisory from experienced executives.
09/18/2017
Macquarie strengthens European research team
He joins from Deutsche Bank, where he held a similar role.
09/18/2017
Baird Adds Marchal to Chicago Wealth Management Office
Marchal brings nearly 25 years of industry experience to Baird.
09/18/2017
JPMorgan Chase poached an executive from Amazon to lead its customer experience
He'll help guide our Chase customer journey with a focus on deepening relationships.
09/18/2017
RBC grabs $350M team from Merrill Lynch
The team cited RBC’s corporate culture as a primary reason why they made the move.
09/18/2017
Webster Announces New Chief Accounting Officer
Wang has more than 20 years of accounting, tax, and audit experience.
09/15/2017
Jim Iglewski appointed to lead Key Private Banking
Rochester Regional President for KeyBank James Barger said he was thrilled to have Iglewski join the team.
09/14/2017
J.P Morgan wants its senior technologists to come back again
The decision to expand into tech is likely the result of J.P.M’s huge technology hiring needs.
09/14/2017
Schultze Asset Management adds to team and advisory board
Skolnick brings with him over 30 years of experience overseeing institutional and high-net-worth clients, spanning middle-markets, hedge funds, and other institutions from a corporate relationship and capital markets perspective.
09/14/2017
BNY Mellon Wealth Management Taps Industry Veteran to Enhance Growing Presence in Chicago
Lisa Mullaney to lead efforts to further cultivate firm’s client base and offerings in the region
09/14/2017
Former Merrill Executive Fickinger Turns Up at BNY Mellon
Fickinger did not return a request for comment.
09/14/2017
TMF Group names Larry Harding president, Consultancy Solutions
No matter the size or location of the issue, TMF Group’s Consultancy Solutions, with its roster of on-call, problem-solving consultants, will take on and resolve these struggles for our clients.
09/14/2017
Kirkland Has a New Private Equity King in San Francisco
Kirkland stood out among the outside law firms he worked with for its responsiveness and client service.
09/13/2017
Post Advisory Group to Launch CLO Business
New hire Bill Lemberg to lead collateralized loan obligation strategy
09/13/2017
SoFi's CEO Steps Down as Sexual Harassment Claims Damage Morale
The New York Times earlier reported on the resignation and some of the allegations.