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People Moves

01/31/2018

Andersen Tax Announces New Seattle Office Managing Director and New West Coast Regional Managing Director

Andersen Tax is pleased to announce Lance Lamprecht as Office Managing Director of Andersen Tax’s Seattle location and Susan Swartz as Regional Managing Director of Andersen Tax’s West Region, both effective January 1, 2018.

01/30/2018

JPMorgan promotes Pinto and Smith, fueling race to succeed Dimon

While their names have been mentioned before as potential successors to Chief Executive Officer Jamie Dimon, their elevation is the clearest signal that planning is actively under way for when he steps aside.

01/30/2018

Ex-RBC wealth mgmt chief Taft joins Baird as vice chairman

Taft said in an interview he will bring his recruiting experience to Baird’s wealth business, but that the firm is not about to launch a big hiring push.

01/30/2018

Nomura hires former RBC MD

With this hire the firm expands its strategy and content offering to clients

01/30/2018

Morgan Stanley Loses Longtime Veteran to JPMorgan

A Morgan Stanley spokeswoman confirmed the move to AdvisorHub but declined to comment on whether it will go after Slattery in court or through arbitration.

01/30/2018

Valdes-Fauli Set to Leave Fox Rothschild

The attorney, who is mayor of Coral Gables, will launch a solo practice in Coral Gables.

01/29/2018

Barclays hired a senior healthcare analyst from BAML

He spent close to nine years at the Swiss bank as an expert in the healthcare industry, before leaving it to join BAML in 2016.

01/29/2018

Nomura Hires 15 Senior Bankers in its Investment Banking Business in the Americas

Nomura is committed to growing the Investment Banking business strategically and thoughtfully.

01/29/2018

US adviser hunts for financial services dealmakers in London

Florida-based Raymond James could double headcount in the UK capital

01/29/2018

Baker McKenzie welcomes back partner

After working as an in-house counsel, Matthew Grant has returned to Baker McKenzie, where he once worked as an associate.

01/29/2018

Paul Hastings Nabs Fintech Finance Pro From DLA Piper

The move unites Rich Davis with a team of finance partners he practiced with at Ashurst and McKee Nelson.

01/29/2018

JPMorgan Promotes Pinto and Smith, Fueling Race to Succeed Dimon

Dimon, 61, has been running JPMorgan since 2005, making him one of just two big bank CEOs who have been in the role since before the 2007-2009 financial crisis.

01/29/2018

Alessandro Nolet Joins White & Case as a New Partner in Milan

He advises lenders, corporates and private equity firms on a broad range of debt instruments, including a variety of loan facilities, high yield bonds and related derivatives.

01/25/2018

Evercore hires Senior MD in the firm's Investment Banking Business

We are thrilled that he has decided to join Evercore to lead our Consumer Retail coverage effort, as his reputation for integrity and for providing clients with exceptional advice and execution fits perfectly with our business model.

01/25/2018

Kevin Friedmann Joins Greenberg Traurig Corporate Team in Los Angeles

Corporate lawyer Kevin Friedmann has joined the Los Angeles office of global law firm Greenberg Traurig, LLP.

01/25/2018

Willis Towers Watson names U.S. head of Asset Management Exchange

A spokesman at BlackRock could not be immediately reached for information on her replacement.

01/25/2018

Indie space lures $200M advisor from Merrill Lynch

The independent channel has seen an influx of talent in recent months as advisors leave larger bank-owned firms for what they say is the greater flexibility offered by RIAs and IBDs.

01/24/2018

EFG Chile banker exits to join local investment firm

EFG launched its Santiago office in March 2016 to advise high net worth clients on international investments and also on Chilean assets, which it trades through its own local brokerage.

01/24/2018

Raymond James Lures Wells Fargo Reps with $230M

The recent recruits are the first additions of 2018 for Steward Partners, the company says.

01/24/2018

Bryn Mawr Bank boosts board

Born in Havana, Cuba, Mr. Calderin immigrated to the United States with his family in 1962.

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