06/07/2018
Adviser team managing $340 million at UBS goes indie with Kestra
Jeffrey Boudjouk, two other advisers and assistant set up hybrid in Rhode Island
06/07/2018
Sweetwater Capital Partners appounts Managing Partner
He will principally focus on sourcing and underwriting secondary and direct opportunities in private, high-growth companies. Since 2016, Mr. Parise has served as a Senior Advisor to the firm.
06/07/2018
Burdick had a variety of roles during his tenure. He was at one time the head of distressed debt and arbitrage groups before being promoted to CIO in January 2016, succeeding Scott Bessent.
06/07/2018
BNY Mellon Wealth Management names new CEO
She will be responsible for setting the strategic direction of BNY Mellon's Wealth Management business
06/07/2018
Jeff Raupp was named CIO of Brinker Capital, a Berwyn, Pennsylvania-based firm with $21.9 billion of assets.
06/07/2018
Both of the firm’s finance and real estate practices are nationally recognized by Chambers USA.
06/07/2018
Pershing Square vice chairman Fraidin joins Cadwalader as partner
"I can’t wait to jump in and look forward to contributing to the continued growth and expansion of the practice,” Fraidin said.
06/07/2018
Extends track record of strong growth, development and tenure of key executives
06/07/2018
Mr. Sladnick has a distinguished and unique 37-year career which includes roles as a CPA
06/06/2018
CIBC Adds Two Bankers In Denver
Rooney will work with middle-market companies on lending and deposit solutions.
06/06/2018
Ex-BlackRock VP joins ambitious crypto asset manager
Prior to Commonfund, she worked at iShares for more than five years
06/06/2018
Connecticut investment officer resigns after 10 days
Nappier praised Crawford's "hands-on experience" and "depth of knowledge" at the time of his hiring.
06/06/2018
Merrill Trio in Midwest Bolts to J.P. Morgan
J.P. Morgan, whose retail brokerage roots lie in its parent’s financial crisis-era purchase of Bear Stearns & Co., has been building its small force of about 400 advisors
06/06/2018
Metaurus Advisors appoints senior MD and Partner
He has served in senior management roles with Los Angeles- and Hawaii-based investment advisory firms.
06/06/2018
Stifel names former Merrill CIO as new investment head
Prior to this, he spent over 18 years at Wilshire Associates where he held various roles including chief investment officer and head of the firm’s Wilshire Funds Management Group.
06/06/2018
He will lead the team responsible for developing investment strategy and corresponding investment solutions for the financial advisors and clients of Stifel’s Private Client Group.
06/05/2018
Pedro Marcal will take on the newly created position of Director of International Equities
06/05/2018
Edwin holds an H.B.A. with Distinction from the Richard Ivey School of Business and was one of the youngest Managing Directors promoted at JP Morgan during his tenure.
06/04/2018
Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service
06/04/2018
Prigge, also a founding partner at Balentine, heads the firm’s relationship management team.