Managers of Wealth Americas

$125M Merrill adviser goes indie

Bolton Global provides compliance, back office, trading and technology support.

Dynasty Financial Partners recruits investment solutions director

Dynasty has also built out other capabilities in the areas of capital markets

Nationally recognized accounting and advisory boosts team

Ten years of global transfer pricing planning and documentation experience

Smith & Howard Wealth Management appoints Director of Investments

She majored in finance and graduated from Georgia State University with a BBA degree.

Putnam Adds Ex-Morgan Stanley Executive to the Board

Veteran investment bank executive departed Morgan Stanley in January

Veteran Wall Street research analyst exits Harvard Endowment Board

The exodus comes at a time when Harvard’s endowment has been beset by turmoil. Stephen Blyth, who took over as HMC’s chief executive last year with a mandate to overhaul the fund, left after only 18 months in July for personal reasons followin

EPIC adds Michael Klaschka to Financial Risk Solutions Practice

Specialist in professional liability insurance for the financial services and technology industries joins EPIC in New York

Former Itau banker joins buyside firm Noctua

Navarro said he had started Monday at Noctua, where he will manage a new emerging markets credit opportunities fund.

Gramercy Funds Management Expands Trading Team

He received his MBA in Finance and Economics from New York University Stern School of Business and BA in Economics from Bucknell University. He is also a CFA Charterholder.

Deutsche Bank extends oil & gas coverage with new hire

Bloom will report to Greg Sommer and John Anos who are co-heads of Deutsche Bank's natural resources group, according to a memo obtained by IFR.

World Bank's Jim Yong Kim launches Bid For Second Term As President

Nominations for the position via the bank's executive directors will open on Thursday and will close on September 14.

BMO Wealth Management bolsters financial planning team

Miller was previously a vice president of Wealth Planning for BMO Private Bank

Ervin Cohen & Jessup Further Expands Real Estate Team With Two New Attorneys

Valencia says the long bench of real estate team members means more resources for his clients.

Bank of America cuts more Charlotte tech jobs

Bank of America CEO Brian Moynihan has been pushing for additional streamlining under a program launched in 2014 called Simplify and Improve.

Huntington Bank names new controller

Monday’s announcement comes days after Huntington completed its purchase of Akron-based FirstMerit in a cash-and-stock transaction expected to create Ohio’s largest banking company by deposits held in the state.

Paulson executive leaves to prep new hedge fund

Joined New York-based Paulson in 2006 after working as a young research analyst at Lehman Brothers and attending Dartmouth College.

UBS Hires Junk-Debt Traders From Morgan Stanley

The UBS hires add to leadership changes across the industry this year on desks handling trading in speculative debt.

BofA Equity Capital Markets'' Deignan to Depart for Lazard --Update

Ms. Deignan rejoined Bank of America in 2011 as head of Americas equity capital markets after spending seven years at UBS Group AG

Merrill Lynch loses two more advisors to Bolton Capital

The pair are the latest advisors to join Bolton's ranks as the independent broker-dealer aims to generate over $1.5 billion in new client assets over the next six to 12 months.

German American promotes McDonald to leadership position

He has 27 years of experience in agricultural and commercial banking.

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