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People Moves

05/08/2017

Goldman names Lemkau, Nachmann to co-head investment banking

A Goldman spokeswoman confirmed the contents of the memo.

05/08/2017

Judy Marlinski to Become President of Fidelity Institutional Asset Management®

Marlinski Will Lead the Distribution and Client Service Organization Dedicated to Meeting the Investment Needs of Financial Advisors, Institutional Investors and Consultants

05/08/2017

Meketa Investment Group Announces Consultant Hire

“We are very pleased to have Gord on our team and look forward to benefitting from his valuable insights.”

05/08/2017

Prudential names Phil Waldeck president and CEO of Prudential Retirement

As well as international longevity reinsurance transactions covering pensions from Rolls Royce, British Airways and over 100 other U.K. pension plans.

05/07/2017

Andrew Rogers new president of Alliance Wealth Management

He has worked at larger and smaller banks and has worked as an adviser with Alliance Wealth Management since 2015.

05/05/2017

Christine Fenske Named Managing Partner for Baker Tilly’s New York Practice

She is currently a partner in Baker Tilly’s financial services group and leads the firm’s asset management team.

05/05/2017

Former SS&C MD appointed Centaur US chief

Des Johnson has left his role with SS&C to become CEO of Centaur Fund Services USA.

05/05/2017

Ameriprise Nabs $239M Wells Fargo Advisors Team

Several Wells Fargo Advisors reps have left for Ameriprise in recent months

05/05/2017

Ex-Merrill Advisor Nixes Big Indies For RBC

His team managed more than $300 million at the wirehouse.

05/04/2017

Credit Suisse hires IPO banker Walsh from Bank of America

Credit Suisse has been on some of the largest technology IPOs in recent years.

05/04/2017

RBC Wealth Management U.S. Hires First Technology Executive

A leader in the bank’s global digital strategies is coming to the states.

05/04/2017

JPMorgan taps Resegue to head Latin America equity trading

He joins from rival Bank of America Merrill Lynch, where he has worked since 1997.

05/04/2017

Fidelity Names New Head Of Family Office Business

We continue to see tremendous opportunity with the ultra-high-net-worth market.

05/04/2017

Fifth Third taps new leader of wealth and asset management business

Michael joined Fifth Third in 2010 as president of Cincinnati-based Fifth Third Bank

05/04/2017

Citi Private Bank Adds New Talent to San Francisco Office

Ms. Eroshin is a CFA, CPA and CFP, as well as an adjunct faculty member at the University of San Francisco.

05/04/2017

Linklaters' former US banking head moves to Dechert as hiring spree continues

Norton has more than 30 years of experience leading complex domestic and cross-border financing transactions for financial institution, financial sponsor and corporate clients.

05/03/2017

Guggenheim Securities Expands Energy Practice

He joins Guggenheim from Deutsche Bank Securities, where he served as Managing Director and Head of the Houston Investment Banking Office.

05/03/2017

Nuveen Expands DCIO Team to Support Strategic Business Growth

We are now even better positioned to bring the full breadth of our highly competitive investment solutions to retirement plan clients.

05/02/2017

State Street Global Advisors Strengthens Global SPDR Business with Product and Marketing Appointments

As our business has expanded and matured, so too have the responsibilities of our product and marketing teams.

05/02/2017

ZEDRA expands into U.S. with new office and senior hire

Having a presence in Miami will strengthen ZEDRA’s footprint in the region by providing a cohesive foundation for and sustainable, long-term growth.

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