03/20/2017
Skala to run BTIG's transition management division
The firm focuses on institutional trading, investment banking, research and brokerage.
People Moves
03/20/2017
Fidelity Southern names new CEO for its bank
Fidelity Southern in Atlanta will soon have a new bank CEO.
03/20/2017
U.S Trust Announces New Hires
U.S. Trust has announced that it has made the following new hires in the month of February
03/17/2017
JPMorgan Chase names new head of retail brokerage
Had set a goal of growing the firm's adviser base to roughly 650 advisers by around 2016.
03/17/2017
Bruderman Strengthens Private Wealth Services, Names Stephanie Torosian Managing Director
All of these things became blended together and you really need to comprehend them all very well.
03/17/2017
Another senior tech exit at Bank of America Merrill Lynch
She was also a managing director in technology at Barclays investment bank.
03/17/2017
Stout Welcomes New Senior Advisor to Investment Banking Group
Stout Risius Ross, Inc., announced it's new senior adviser
03/16/2017
Trump hires yet another Goldman Sachs banker
Who has been nominated to the No. 2 position at the Treasury Department.
03/16/2017
Veteran Director of Operations Joins VisionQuest Wealth
As a high-growth, fast-paced advisory firm.
03/16/2017
Quantopian hires director of investor relations
As we prepare to manage external capital later this year, her skills will be critical in communicating with those investors who choose Quantopian to manage their money with the best of our crowd-sourced investment algorithms.
03/16/2017
Leon Friedlander Receives Promotion at Morgan Stanley Wealth Management
Leon holds a BA with majors in Economics and International Relations from Brown University and a Magna cum Laude MBA from Babson College.
03/15/2017
Trump to nominate Goldman Sachs' Donovan as deputy Treasury secretary
Its nominee for Treasury undersecretary for international affairs, a key economic diplomacy post.
03/15/2017
Golden State Wealth Management Welcomes Wealth Manager Christopher Bates, Leaving J.P. Morgan Securities LLC
He soon became a registered representative with Washington Mutual and later.
03/15/2017
In Rare Hiring Move, Merrill Recruits a Brazil-focused International Broker
The broker has been with BTG Pactual, a Brazil-based investment firm once owned by UBS AG.
03/15/2017
Bank of America’s Gary Lynch, Former General Counsel, to Retire
Lynch Led Bank’s Giant Mortgage Settlement With Justice Department
03/15/2017
Banc of California Reaches Cooperation Agreement with Legion Partners Asset Management
Legion Partners has agreed to withdraw its notice of nomination and submission of a business proposal submitted to the Company on February 6, 2017.
03/15/2017
State Street Appoints John Lehner to Head of Investment Manager Services Business
State Street is one of the leading providers of investment manager outsourcing services with more than 60 clients globally.
03/14/2017
Bank of America names new market president
She “spent time in various lines of business, supporting both commercial clients and high net worth individuals
03/14/2017
Baird Capital announces promotions
He serves as a board member of Alpha Source, Inc. and Workforce Insight.
03/14/2017
Foresters Asset Management Appoints Chief Investment Officer
FAM manages over CDN$10 billion in fixed income and equity assets for several leading Canadian financial institutions.