09/13/2017
Steel Peak Wealth Management expands team
He joins the firm from Wells Fargo, where he was senior vice president and senior portfolio manager.
People Moves
09/13/2017
Manulife tweaks leadership
The Board is confident that these changes will help Manulife deliver strong financial results and create significant shareholder value
09/13/2017
Baker McKenzie Hires Big Law Veteran as New Client Development Chief
Our firm will continue to serve our clients without missing a beat.
09/13/2017
Russell Investments Adds Managing Director
The west division leader for Towers Watson Investment Services at Willis Towers Watson.
09/13/2017
First State Investments Appoints Managing Director, Americas
She led the equity and corporate credit research teams at Morningstar.
09/13/2017
UBS is building a new restructuring team in New York
This is a new focus within the bank and UBS is said to be building the team.
09/13/2017
FSC Securities Names New CEO
The firm continues its pivot away from its AIG past, appointing Derek Burke as its new President and CEO.
09/13/2017
Jerry Murphy, Top Advisor Group Executive, Steps Down
Who has been with FSC since 2005 when it was part of AIG Advisor Group.
09/13/2017
Highland Capital appoints Parker as co-CIO
He has risen through the investment team, ultimately becoming the head of the firm’s credit research platform.
09/12/2017
IFIC Announces New Chair and Board Appointments and Welcomes New Member and Affiliate
During the meeting, the board approved the membership application of Fonds de solidairité FTQ and the affiliate application of Donnelley Financial Solutions.
09/12/2017
MUFG Investor Services adds senior hire to Relationship Management Team
The appointment reflects MUFG Investor Services’ commitment to bolstering its relationship management team through the appointment of senior operational leaders from leading alternative investment institutions.
09/12/2017
TIGER 21 Names Senior Vice President of Marketing
High-Net-Worth Group Taps Leading Content Editor to Augment Brand Awareness
09/11/2017
Former PwC M&A partner Steven Einstein joins Equiteq in New York
Equiteq has hired former PwC partner Steven Einstein as Vice Chairman. Based in the firm’s US office, Einstein, who brings over 30 years of extensive corporate finance experience to the firm, has been tasked with supporting Equiteq’s strong No
09/11/2017
Two Wealth Managers from UBS Join First Republic
Friedman holds a Bachelor of Science degree in Construction Management from California State University, Chico.
09/11/2017
Citi Private Bank Continues to Expand Bay Area Presence
Chad Thomas, Jay Backstrand and Derek Prill Join as Ultra High Net Worth Private Bankers
09/11/2017
Twin Capital Management appoints Senior Vice President, Marketing
Prior to joining Gruss in 2009, she was a Vice President of Marketing at Galleon Group and held senior sales and relationship management roles at Gerson Lehrman Group and Bloomberg.
09/11/2017
Shenkman Capital Management appoints Head of Client Service
She has 24 years of experience in nearly every aspect of the credit markets.
09/11/2017
Opus Bank Announces Further Expansion of Its Merchant Bank
Evan Klein Joins as Managing Director, Head of Media, Entertainment and Business Services Merchant Banking
09/11/2017
Former Deutsche AM Strategist joins EAB Investment Group
With advisors looking toward more actively managed platforms for investors, there is an increased need for information and communication about the use of risk mitigation index strategies
09/11/2017
Former federal CIO Tony Scott joins law firm
Addition of IT industry veteran and former Federal Chief Information Officer for the US Government under President Obama continues firm’s expansion efforts into critical area of concern for clients.