07/28/2017
Merrill Lynch loses two teams managing $500 million to Raymond James
Separate four-person and two-person groups join employee unit in Tucson, Ariz.
People Moves
07/28/2017
KPMG US boosts TP team
Based on growing demand from clients for assistance with BEPS compliance, KPMG US has hired three new transfer pricing specialists, Mark Martin, Mark Horowitz and Tracy Gomes.
07/28/2017
Morgan Stanley Announces New Lead Director and New Board Committee Chairs
He has a unique understanding of our culture and values.
07/27/2017
Citigroup just named a new head of a $390 billion unit
He built world class investment management capabilities, globalized and unified the delivery and messaging related to our investments and established Citi as a leader in wealth management for the world’s most sophisticated families, Endowments and F
07/26/2017
Carlyle promotes two MDs to TMT team co-heads
Together they will continue to accomplish great things.
07/26/2017
Raymond James expands team with new hire
He previously headed the specialty finance investment banking practice at BMO Capital Markets and began his investment banking career at A.G. Edwards.
07/26/2017
Tom Fisher Joins Franklin Templeton as Head of US Institutional
But also attracting top talent and leveraging the right people in the right roles to most effectively serve our clients.
07/26/2017
Investment firm Angelo, Gordon hires credit executives from Millennium
They will join as managing directors.
07/26/2017
Deutsche Bank hires new Healthcare Technology & Distribution research leader
Latest hire in a series reinforces the bank’s offering in the healthcare sector
07/26/2017
Six partners to leave Ashurst New York amid restructuring that sees last of 10-strong McKee Nelson team exit
The CLO practice is less relevant to our global structured finance practice.
07/26/2017
Nuveen Appoints UBS's Van Etten As Multi-Asset CIO
New Role Builds on Advisory Approach to Deliver Capabilities as Clients Want and Need Them
07/26/2017
Jefferies just hired a former Goldman Sachs partner for a big derivatives role
Jefferies reported equities revenues of $272 million for the three months ended May 31, bolstered by a $96 million gain on its stake in KCG Holdings.
07/26/2017
The Bancorp Assembles New Operating and Regulatory Team to Guide Bank of the Future
Seven senior-level professionals will contribute a unique blend of experience in supporting the reengineering and transformation of the Bank’s platform to meet regulatory requirements and position the Bank for profitable growth.
07/25/2017
Boutique Wealth Management Firm Adds Director of Private Wealth
John brings a holistic hands-on approach to building customized retirement solutions to affluent individuals and families.
07/25/2017
Wilmington Trust Promotes Matthew Panarese to President of the Mid-Atlantic Region
Panarese joined Wilmington Trust in 2008 with considerable tenure in the financial services industry
07/25/2017
TCW appoints Managing Director in Emerging Markets Sovereign Research
Former Goldman Sachs Economist to Focus on Latin America
07/24/2017
Headhunter Recruited From Rival
Tillman Offers a Unique Perspective and Ability to Calibrate Top Talent Across the Globe
07/20/2017
Union Bank Expands San Francisco Wealth Management Team
Harold Rhee Joins as a Wealth Management Consultant
07/20/2017
U.S. Trust Announces New Hires in June
Jean Champagne has joined the Houston office as a Private Client Advisor.
07/20/2017
Andersen Tax appoints Managing Director in LA
Nir received a business degree in Business Management and Finance from the University of Ottawa (Canada)