07/14/2017
Eaton Vance appoints director of institutional business development
She will be a significant contributor to the continued expansion of our institutional presence.
People Moves
07/14/2017
Senior VP joins RBC Wealth Management
Her customized approach to wealth management integrates sophisticated financial analysis with diversified investment recommendations.
07/14/2017
Another Partner Leaves Baker McKenzie in Miami, This One for Holland & Knight
His work at Holland & Knight will continue to focus on assisting ultra-high net worth clients with tax planning, including pre-immigration tax planning.
07/14/2017
BMO Capital Markets names new global co-heads of M&A
Who were heads of Canadian and U.S. M&A.
07/14/2017
Merrill Lynch Loses Veteran FAs to UBS
Merrill Lynch has lost several large brokers in recent weeks.
07/13/2017
U.S. Bank Names Seattle Market President
Her leadership and depth of experience will enable us to deliver even more value to clients and the community in the greater Seattle area.
07/13/2017
UBS recruits Merrill Lynch veterans with $1B
The new hires had spent their entire careers at Merrill before switching firms.
07/13/2017
Northern Trust bolsters institutional sales team with senior hires
“As our institutional client base grows across all regions, we continue to bring in talented professionals with the skills and experience our clients seek and the specific expertise to position our innovative technology in very competitive markets,&
07/13/2017
Korn Ferry Hay Group appoints senior client partner
Prior to Walmart, she was a Partner at Aon Hewitt where she was responsible for leading the North American Talent Practice.
07/13/2017
World's largest mutual fund manager announces new CEO
Chief Executive will step down at the end of the year and be replaced by Chief Investment Officer Tim Buckley.
07/12/2017
Twitter Hires Former Goldman Sachs Exec as CFO
Twitter, founded in 2006, has never posted a net profit on a generally accepted accounting principles (GAAP) basis.
07/12/2017
Baird promotes 2 execs to enhance financial planning offering
The creation of a Director of Advanced Planning role capitalizes on the strength of Baird’s team of in-house experts who have a specialized focus on financial and estate planning, and work closely with our financial advisors,” said Laura Thuro
07/12/2017
Bank of America Merrill Lynch hires Aragão as Brazil M&A head
Who spent eight years at the Brazilian unit of Credit Suisse AG.
07/11/2017
Vanderbilt Nabs 10 More ESG Advisors
Formerly affiliated with Financial West Group, the 10-person OSJ is led by financial advisor Hunter Brownlie, according to the press release.
07/10/2017
Evercore Wealth Management Appoints Debora Carswell as Managing Director
She holds the Certified Trust and Financial Advisor designation.
07/10/2017
Steffen moves into advanced planning role at Baird
Grenier to lead financial and estate planning
07/10/2017
CFTC Acting Chairman Giancarlo Appoints Daniel Gorfine as LabCFTC Director and Chief Innovation
New technologies are increasingly transforming financial markets and services.
07/09/2017
Brown Brothers Harriman Appoints Michael McGovern as Head of Fintech
BBH says that McGovern’s appointment to this newly created position unites and positions BBH to expand its suite of data and technology solutions.
07/07/2017
HighTower Adds Three Professionals From High-Profile Firms
We believe in challenging the status quo.
07/07/2017
Canada appoints ex-RBC executive Fukakusa as infrastructure bank chair
The government also plans to appoint a chief executive and board members for the bank in the coming months.