11/13/2017
Opus Bank Names New Chief Financial Officer
Ms. Carrillo concurrently resigned from her positions as a director of the Opus Community Foundation and Opus Financial Partners.
People Moves
11/13/2017
Wells Fargo Securities names new investment banking co-heads
Has been with the company for nearly 20 years and will remain in Charlotte.
11/13/2017
UBS has just hired a top Apple analyst from small investment bank
He spent four years at Deutsche Bank as a director.
11/13/2017
BNY Mellon Announces Organizational Changes
The new units will combine businesses under common leadership that have natural connections and intersections with clients and will work closely together in developing comprehensive solutions.
11/10/2017
Martin Currie adds to US institutional business team
The size and scale of the US pension market offers a significant opportunity for our business and a deep pool for asset gatherers.
11/09/2017
Horseshoe adds two senior hires to fund admin team
He worked at Citi Hedge Fund Services Ltd as Assistant Vice President within the Fund Accounting department.
11/09/2017
Why Wall Street Star Greg Fleming Joined the Rockefellers
The Rockefeller family owns the new business along with Connecticut-based hedge fund Viking Global Investors.
11/09/2017
Cambridge Trust Names David Lynch as Chief Investment Officer
Veteran Investment Manager Damon Barglow Joins Company as Senior Portfolio Manager
11/09/2017
Ram Ramaswamy Joins Neuberger Berman Breton Hill Team As Head Of Investment Solutions
He will work closely with institutional and high net worth clients, globally.
11/09/2017
Signature Family Wealth Advisors Adds Director of Compliance
She serves as Chief Compliance Officer for the firm.
11/09/2017
Global law firm grows local office with new hire
His background also includes an internship at the Florida attorney general’s Miami office.
11/09/2017
AllianceBernstein Announces Appointment of Three New Independent Board Directors
We are fortunate to attract such world-class colleagues.
11/09/2017
Manuel Cabielles Joins Fiduciary Trust’s South Florida Office as Managing Director and Business Development Officer
He also worked at Citi Private Bank in Miami as managing director, senior private banker, and team leader for Latin America.
11/09/2017
BNY Mellon Wealth Management Names Claudine Welti as Senior Wealth Director in New York
She is a welcome addition to the team and will complement and enhance the wealth management division’s continued growth effort in the Tri-State region.
11/09/2017
Morgan Stanley Parts Ways with High-Profile Head of Sports Unit
You have to stay in the moment and look to the future.
11/09/2017
RBC lures $182M team from Wells Fargo
The team, which until recently operated as Hobgood Peatross Investment Group, will report to RBC’s Atlanta Complex Director Chip Anderson.
11/08/2017
Goldman Sachs shakes up management in bond trading unit
US bank appoints Jim Esposito and Justin Gmelich as co-chief operating officers in FICC
11/08/2017
Stratford Shields Joins Wells Fargo as Head of Public Finance
25-year industry veteran, former SIFMA Municipal Division chair
11/08/2017
Goldman Unveils Larger Class of Managing Directors
The rank of managing director is highly coveted at Goldman.
11/08/2017
Goldman Sachs Announces New Managing Directors
Our new Managing Directors have demonstrated an outstanding commitment to our people, clients and culture