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People Moves

11/01/2017

Bank of the West Appoints Beth Hale, Executive Vice President, Head of Product and Payments Solutions for the Retail Banking Group

Hale has over 15 years of banking experience and has worked more than 25 years in the financial services industry.

11/01/2017

Proskauer Promotes 23 Lawyers

Liam Arthur (London) regularly advises financial sponsors and businesses on corporate transactions

10/31/2017

StanChart announces Management Team changes

Karen will stand down from the Group’s Management Team on 30 November 2017

10/31/2017

Powell would be the first investment banker to chair the Fed

He was a visiting scholar at a Washington think tank.

10/31/2017

Waterton dealmaker forms new real estate venture with private-equity execs

The business will operate as the real estate arm of Cresset Capital Management.

10/30/2017

Kestra Private Wealth Services Recruits Experienced Financial Advisors

The White Cap team has a combined 40 years of wealth management experience

10/30/2017

Credit Suisse appoints head of Americas M&A

He rejoined Credit Suisse in 2011.

10/30/2017

Burnham Gibson Wealth Advisors Announces Promotions within its Retirement Division

Prior to his more than four years with Burnham Gibson, Park was a consultant with Spectrem Group

10/30/2017

Cleary Gottlieb Elects 13 New Partners and Counsel

It is a great pleasure to announce the election of our new partners and counsel,” said Cleary Gottlieb Managing Partner Michael Gerstenzang.

10/27/2017

Coastal Bridge Advisors Makes Moves to Expand

She will lead the firm’s business development efforts in the Bay area.

10/25/2017

U.S. Trust Announces New Hires in September

Janet Jacobs has joined the Seattle office as a Philanthropic Client Manager.

10/25/2017

Private Equity Billionaires Hand Over Carlyle Group To New Leaders

It does seem like the end of an era at Carlyle.

10/25/2017

Citi Private Bank Expands Presence in Southwest

Chris Klecka Joins as Ultra High Net Worth Private Banker

10/25/2017

Steward Partners and Raymond James Welcome The Davis Executive Wealth Management Group to Boston Office

Raymond James affilate celebrates the addition of Tim Davis to flagship Boston office from Morgan Stanley

10/25/2017

This expansionary hedge fund has just hired a top salesman from UBS in New York

She worked in oil and gas equity research at Credit Suisse.

10/24/2017

Wells Fargo Asset Management Expands Multi-Asset Solutions Team

The goal of the Multi-Asset Solutions team is to help investors increase, protect, and generate income from capital.

10/24/2017

Oppenheimer & Co. Inc. Announces Three New Debt Capital Markets Hires

The new hires are responsible for origination and structuring of new issue debt instruments.

10/24/2017

AXA Financial Board Member Bertram Scott Named to Savoy Magazine’s roster of Most Influential Black Corporate Directors

He took over management of all products for the company, including group annuities and mutual funds.

10/23/2017

Steward Partners' latest hire: $200M team from Morgan Stanley

They're the latest advisors to jump from the wirehouse to independent channel amid recruiting cutbacks at UBS, Morgan Stanley and Merrill Lynch.

10/23/2017

RBC Wealth Management Ramps Up Indie and Captive Benefits for Big Expansion Goal

A spokeswoman for RBC WM says the firm won’t “disclose the number of recruits” it has gleaned in its parent company’s present fiscal year, which ends this month. But she confirms it’s already “the best recruiting year f

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