04/21/2016
Columbia Pacific Wealth Management, founded in 2011, has quickly grown into one of the largest wealth management firms in Seattle, with over $2 billion in assets under management.
04/21/2016
FT Partners Again Wins "Investment Bank Of The Year" As It Enters Its 15th Year In Business
04/21/2016
He replaces A.J. Edwards, who left at the end of March. Senior investment officers Cody Burke and Roger Vincent have been serving as interim CIOs.
04/21/2016
The people familiar with the matter didn’t elaborate on the details of the disagreement.
04/21/2016
“New York is one of our most important markets in North America. As a consistent, top performing Senior Private Banker since she joined the firm in 2007, Ida’s vision, passion for the Private Bank and strong leadership skills will build on our
04/21/2016
Stadum joins Kraken’s management team after a post as US General Counsel to Fidor Bank
04/20/2016
Lacey Johnson, CFP, Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
She earned her B.A. from Baylor University. In addition to the CFP® designation, Ms. Johnson holds a number of industry designations and licenses.
04/20/2016
Renaud was named president of the investment manager’s Canada operation in January 2015 after the insurer closed its purchase of the Canadian-based assets of Standard Life.
04/20/2016
Ragland joins AXA IM from the business development team at Kleinwort Benson Investors.
04/20/2016
These solutions include fund administration, middle-office outsourcing, custody, depository, trustee, fund of hedge fund financing, FX and wider banking services.
04/20/2016
In his new role, Gallivan will hire a team of experienced investment bankers tasked with growing Mizuho's footprint in equity, mergers & acquisition, event driven financing and financial sponsor activity.
04/19/2016
Adams Street is constantly looking to add professionals who possess the talent, energy and integrity to help our clients achieve their private market investment objectives.
04/19/2016
Bank Leumi USA has hired two bankers from Citigroup, Elsa Burton and Craig Warden, to help lead its operations in Los Angeles.
04/19/2016
Sumitomo Mitsui Financial Group Inc. has formed an investment-banking group in the United States, part of a push to expand its mergers advisory business even as competitors from Nomura Holdings Inc. to Goldman Sachs Group Inc. move to curtail costs.
04/19/2016
The pair managed $287 million in assets and generated $2.6 million in revenue while at Morgan Stanley.
04/19/2016
Wells Fargo Asset Management appoints new CEO
She most recently served as executive vice president at State Street Global Advisors, the investment management arm of State Street Corporation.
04/18/2016
Fine art specialist Sarah Johnson Court is bringing her distinguished collection of risk management and insurance expertise to Alliant Insurance Services.
04/17/2016
He joins from Barclays, where he landed when the British lender acquired his former employer Lehman Brothers in 2008.
04/17/2016
Woolworth, who has been with the city since 2009, was promoted to CIO last year
04/15/2016
In his asset and wealth management practice, Lom advises clients on fund formations, private equity transactions, SEC and related regulatory matters, corporate issues and tax matters.