07/11/2018
Snowden Lane Partners Welcomes Former Raymond James Advisor
He provides comprehensive wealth management services for high net-worth clients, both international and domestic.
People Moves
07/11/2018
Raymond James, Commonwealth shake up their C-suites
The firm is “taking a methodical approach” to finding its next CFO, Commonwealth CEO Wayne Bloom says.
07/11/2018
Meet the new COO at Tampa Bay’s largest bank
She will also be the primary interface between the bank’s business units and information technology team.
07/11/2018
Argentina wealth manager hires strategy director from rival
Raymond James initially partnered up with Tapia when the US firm took over his company
07/11/2018
Patrick Pisapia leaves Nomura
Pisapia spent two years on the bank’s FX institutional sales desk
07/10/2018
Equisoft appoints Business Development Manager for Wealth Management Solutions, USA
Shawn will be responsible for driving growth of Equisoft's WealthElementsTM solutions in the USA through the pursuit of new business opportunities with prospective clients and strategic partners.
07/10/2018
Oppenheimer Bolsters Technology Investment Banking Practice
Other prominent recent hires to this team include Michael Buchbinder, who joined the Firm at the end of 2017, and Nitin Doke.
07/10/2018
Carillon Tower Advisers poaches top sales execs
We welcome these deeply experienced additions and are confident their relationships and expertise will help Carillon bring innovative, customized solutions to our clients
07/10/2018
Bernstein Private Wealth taps new head of endowment, foundation services
We believe endowments and foundations can do better by working directly with an investment manager who understands their unique needs, and can integrate strategy and implementation
07/10/2018
Bel Air gatekeeper joins investment bank
In his new role, he will assist in strategic advisory and M&A activity, according to an Echelon Partners newsletter.
07/10/2018
Former Deutsche Bank Executive Joins Global law firm
Prior to joining the Firm, Saltzman was Deutsche Bank's Americas Head of Global Transaction Banking and Payments.
07/10/2018
Oppenheimer Bolsters Technology Investment Banking Practice
Pham's hiring is an important development in Oppenheimer's continuing expansion of its Global Technology Investment Banking team
07/10/2018
Performance Trust Announces Expansion of Investment Banking Group
Today, intense competition and advances in technology, product commoditization, and industry consolidation demand integrated solutions that consider the whole picture.
07/09/2018
Bitcoin exchange brings on NYSE technology chief
"Rob is a tremendous addition to our team," Gemini chief executive and co-founder Tyler Winklevoss said in a release.
07/04/2018
Orrick Grows New York Finance Practice
David Schwartz joined the firm’s M&A and private equity practice from Hughes Hubbard & Reed in April.
07/03/2018
Goldman Sachs Promotes Two In Private Wealth Business
Osborn has more than 20 years of experience serving Goldman Sachs’ clients in the United States and Europe.
07/03/2018
Key Private Bank bolsters investment management team
Mateyo joined the bank in December 2016, replacing Tim Swanson who served as chief investment officer for two non-consecutive two-year periods.
07/03/2018
Itaú Chile AM fixed income head joins BTG Pactual
At Itaú, he worked alongside equities head Brian Chase and allocation chief Alejandro Glucksmann to run the firm’s locally-domiciled mutual funds.
07/03/2018
Capital One poaches Bank of America MD to launch new M&A business
Capital One has previously provided financing for deals but this is its first official foray in into pure M&A advisory.
07/02/2018
Raymond James Chooses New Leader of Private Client Group
Scott Curtis, the president of Raymond James Financial Services, was tapped to oversee all of the firm’s domestic advisory business.