09/30/2016
​Panda Express co-founders expand their investment platform
Panda Express plan to expand their family trust office’s alternative investment platform
People Moves
09/30/2016
Conestoga Capital Advisors Adds Institutional Sales and Client Service Professional
Based out of Conestoga’s headquarters in Wayne, PA, Jeff will help develop new business for the firm and maintain relationships with existing clients.
09/29/2016
Folio Dynamix Continues Executive Talent Acquisition
FolioDynamix announces the firm's head of operations, client services and implementation teams
09/29/2016
JP Morgan names new execs in wealth management unit revamp
JP Morgan is bringing together wealth businesses in its asset management division and consumer bank
09/29/2016
State Street to Appoint Chief Financial Officer
His wide range of finance, capital markets and expense efficiency expertise will further strengthen our finance organization and support our goal of delivering value to our shareholders.
09/29/2016
Unigestion accelerates intermediary focus with three veteran hires
Their initial focus will be making Unigestion’s institutional investment expertise available to intermediaries in the Southern Europe, UK, Nordics, Switzerland and the US.
09/29/2016
UBS has made a marquee hire in New York
Foresman has spent much of his career in Russia, writing his Harvard thesis on voucher privatization in the country.
09/29/2016
New SEC Whistleblower Office head annpounced
She has served as acting chief since the departure of the office’s inaugural chief Sean McKessy.
09/28/2016
Bank of America Merrill Lynch Managing Director Leaves Firm
He Spent Nine Years With Bank of America Merill Lynch
09/28/2016
Bank of America senior South Korea, Australia bankers to leave
IFR reported last week that Guy Foster, Bank of America's head of equity capital markets in Australia, had left.
09/28/2016
World Bank Picks Jim Yong Kim for Second Term as President
Mr. Kim’s reappointment had been widely expected after the Obama administration submitted its pick in Augus
09/27/2016
Merrill Lynch Hires Brad Weinman from Morgan Stanley in West Palm Beach Fla.
Brad began his career in 1988 with Prudential Securities in Bethesda, Maryland
09/27/2016
BNY Mellon President to retire
Prior to her appointment as president in January 2013, she led BNY Mellon's former Financial Markets and Treasury Services group
09/27/2016
Jones Day boota M&A team
A corporate attorney for more than 30 years, Mr. Vander Haar has represented public and private companies in mergers and acquisitions, joint ventures, strategic alliances, and restructurings and reorganizations.
09/27/2016
Nomura Hires Senior Analyst for Biotech in U.S. Equity Research
He previously worked at Wedbush Securities PacGrow Life Sciences with a particular focus on rare diseases, oncology and infectious disease.
09/26/2016
Heidi Cruz Returns to Goldman Sachs in New Role in Houston
She’ll report to David Fox, head of the southwest region for the wealth business.
09/26/2016
Macquarie Capital Strengthens Global Real Estate Platform
Prabhu Raman and John Wieker join Macquarie Capital as Managing Directors
09/23/2016
GTCR promotes two to MD and one to principal
He holds an MBA from Harvard Business School and a BS with honors in finance from the University of Illinois at Urbana–Champaign.
09/23/2016
UBS hires ex-Merrill Lynch chief as Cincinnati leader
It was the UBS business model more than anything that brought him and his wife back to their hometown.
09/23/2016
Managing directors are leaving BlackRock in the U.S and UK
BlackRock’s senior team has clearly been more affected by the reduction in headcount over the past few months