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People Moves

09/11/2017

Deutsche Bank taps BofA banker as vice chair of Americas natural resources

He had been at Bank of America Corp since 2003, most recently as vice chairman of global energy investment banking, and has more than 30 years of experience in energy banking, the memo said.

09/11/2017

Philly investment banker Greenberg joins NYC firm

Greenberg’s “leadership role in many transformative M&A and financing engagements” is “well matched” to TM

09/08/2017

Ferris Capital Adds Industry Veterans

We are very fortunate to have found someone of his caliber and look forward to continued success.

09/08/2017

Armory Group strengthens investment banking and advisory service offerings with senior hire

He has represented both private and public clients in negotiating placements of debt and equity.

09/08/2017

James Lelko Joins Andersen Tax Chicago

Prior to joining Andersen Tax, James worked at PwC

09/08/2017

Leading global professional services firm boosts Wealth Management Offerings

He joins as a Senior Director in New York

09/08/2017

Union Bank & Trust names new President

Stallings received his M.B.A. from Washington University in St. Louis and his B.A. from Vanderbilt University.

09/08/2017

Lazard appoints Financial Advisory MD

Prior to joining Lazard he pent 18 years with RBC Capital Markets

09/08/2017

J.P. Morgan Chase Names New CIO

Lori Beer, who was CIO of the corporate and investment bank unit, will succeed Mr. Deasy, who plans to retire

09/08/2017

Guggenheim Securities Expands Media and Entertainment Investment Banking Practice

Messrs. Finkel, Sawyer, and Winitzer are all based in Guggenheim’s New York office.

09/08/2017

David Simon’s Twin Capital Management Names Jessica Cass as Senior Vice President, Marketing

She will focus on developing and executing the firm’s marketing and fundraising efforts with an aim to substantially grow the firm’s AUM over the next few years.

09/07/2017

Fed's Fischer exit muddies investors' outlook: Richard Bernstein

RB Advisors still sees further gains, based on trends in profits cycle studies, Bernstein said in the Reuters Global Markets Forum chat room.

09/07/2017

Fiera Capital Appoints Vincent Duhamel as Global President and Chief Operating Officer

He will also play an important role in strategic acquisitions as a Member of the Strategic Development Committee, while specifically overseeing the Firm’s development outside of North America.

09/07/2017

Fiera Capital Expands Fixed Income Team with Strategic Additions

Fiera Capital's fixed income offering is comprised of solutions that seek to optimize the risk-return trade-off

09/06/2017

Russell Investments hires new CEO from William Blair

She succeeds Len Brennan who will serve as chairman of Russell Investments through the end of 2017, after which time he will become a strategic advisor to the firm.

09/06/2017

Andersen Global Appoints Managing Director for Latin America

Leonardo has more than 30 years of experience in tax consulting and advisory services.

09/06/2017

Itaú Asset hires Camara to lead portfolio solutions: source

He replaces Tatiana Grecco, who recently joined parent Itaú Unibanco’s treasury, said the person.

09/06/2017

StanChart names 3 regional vice-chairs for CIB

He has also worked at the World Bank and China International Capital Corporation.

09/06/2017

Wells Fargo Teams Split for Raymond James and RBC

Since September, when Wells Fargo paid a $185 million following revelations its reps opened as many as two million fake accounts, the bank has been besieged by scandals.

09/06/2017

Dorella R. Madeira Appointed Managing Director of Sotheby's Financial Services

She was also a member of the Leveraged Finance team at Bank of America before joining Credit Suisse and started her career in Mergers & Acquisitions at Veronis Suhler Stevenson.

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