01/30/2017
Altium Wealth Management Announces Addition of Two Managing Directors
Their experience, reputation, and dedication set them apart in our industry and they will be a welcome addition to Altium.
People Moves
01/29/2017
Citadel Securities CEO Turner exits
Citadel Securities has become one of the juggernauts in the so-called market-making business in a city that has been the base for a dozen or so major players in the arena.
01/27/2017
JPMorgan investment banking vice chairman Stephen Berenson retires
He helped the firm establish its investment banking franchise, and held roles including head of Latin American M&A.
01/27/2017
HSBC Private Bank Bolsters Roster with New Head of Central Region
He has more than 20 years of experience in wealth management.
01/27/2017
NEPC Expands Private Wealth Business with Two New Partners
NEPC’s hiring of these two industry veterans underscores the firm’s commitment to this important market segment.
01/27/2017
BMO selects Brian Jones as director
He managed a private wealth client book of business, and grew market share through new client growth.
01/27/2017
Lloyds Bank makes appointments to North America business
The U.S. broker-dealer arm of Lloyds Bank North America.
01/27/2017
Xero chairman Chris Liddell joins Trump administration
That doesn’t mean anything really specific other than we know somebody in there who is very close to power.
01/27/2017
Merrill Lynch Hires Adam Schur, Financial Advisor in White Plains NY
Schur holds a bachelor’s degree from Franklin & Marshall College.
01/27/2017
Cybersecurity veteran John Lainhart joins Grant Thornton; Brings decades of experience to firm’s Public Sector clients
New Senior Strategist for Grant Thornton
01/27/2017
JPMorgan investment banking vice chairman Stephen Berenson retires
JPMorgan ranked first for global investment banking fees in 2016
01/27/2017
BNY Mellon Wealth Management promotes Wilson to wealth manager
Wilson, who for three years served as associate wealth manager at the firm, joined BNY Mellon in 2010.
01/27/2017
Cowen Expands Options and Event Driven Strategies Sales and Trading Team
Mr. Rose will report to Kyle Solomon, Cowen’s Head of Options and Event Driven Strategies.
01/26/2017
Harvard to hire Slocum as CIO as it reorganizes investment arm
Who had been chief investment officer at the Johnson Company family office.
01/26/2017
Nicolaas Marais to head Wells Fargo Asset Management’s Multi-Asset Class Solutions and Product Research & Development
Marais most recently served as head of Multi-Asset Investments and Portfolio Solutions at Schroders.
01/26/2017
Merrill Lynch hires advisor team from UBS
“They have a great reputation for serving ultra high net worth families in South Texas."
01/26/2017
Rockwood Names Tony Lariño Partner
He joined Rockwood in 2010 as the firm’s head of hotel investments and continues to specialize in the lodging sector.
01/26/2017
PIMCO announces new head of Asia-Pacific
I will be supported in this role by a best-in-class regional leadership team and deep bench of talented investment professionals.
01/26/2017
RBC woos three senior financials bankers from Deutsche Bank
Speculation for bank mergers has increased as a surge in stock prices for financials
01/26/2017
Sadis & Goldberg hires pension risk & longevity reinsurance lawyer
Before joining the firm, Hartmann was Corporate Counsel and Vice President in the Retirement Law Group at Prudential Insurance Company of America, supporting the pension risk transfer business, including its international longevity reinsurance activities.