Managers of Wealth Americas

Shenkman Capital Management appoints Head of Client Service

She has 24 years of experience in nearly every aspect of the credit markets.

Opus Bank Announces Further Expansion of Its Merchant Bank

Evan Klein Joins as Managing Director, Head of Media, Entertainment and Business Services Merchant Banking

Former Deutsche AM Strategist joins EAB Investment Group

With advisors looking toward more actively managed platforms for investors, there is an increased need for information and communication about the use of risk mitigation index strategies

Former federal CIO Tony Scott joins law firm

Addition of IT industry veteran and former Federal Chief Information Officer for the US Government under President Obama continues firm’s expansion efforts into critical area of concern for clients.

JPMorgan Chase hires new CIO to run $9.5B tech budget

Moving forward, the company's technology organization will be especially focusing on innovations in machine learning and robotics

Citi Private Bank Lures Bay Area Executives From J.P. Morgan

Two of the bankers oversaw billions in client assets.

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.

Philly investment banker Greenberg joins NYC firm

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

Ferris Capital Adds Industry Veterans

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

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.

James Lelko Joins Andersen Tax Chicago

Prior to joining Andersen Tax, James worked at PwC

Leading global professional services firm boosts Wealth Management Offerings

He joins as a Senior Director in New York

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.

Lazard appoints Financial Advisory MD

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

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

Guggenheim Securities Expands Media and Entertainment Investment Banking Practice

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

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.

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.

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.

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

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