05/19/2016
Baum joins Janney as wealth management EVP
Baum had been executive vice president at BPU Investment Management Inc. and previously was a senior vice president at Smith Barney Inc.
People Moves
05/19/2016
Union Bank Adds Trio to Private Wealth Management Team
Their advisory activity will include providing clients with tailored solutions focused on their goals and working closely with them to implement agreed strategies.
05/19/2016
RBC hires U.S. co-heads of consumer and retail banking
Andrew van der Vord comes from Credit Suisse, where he was global vice chairman of consumer investment banking.
05/19/2016
5 More Bankers Leave Credit Suisse
Departures have accumulated over the last several weeks.
05/19/2016
PwC names Rob Mesirow principal
Mesirow, who would join PwC's technology, information, communications.
05/19/2016
Jim Copeland Appointed to Chief Operating Officer, Grant Thornton LLP
Jim has also held numerous leadership positions with the firm, including: National Managing Partner, Advisory Services and National Manufacturing Leader.
05/18/2016
Alvarez & Marsal Hires Two Transformation Services Experts To Serve Wealth Management Sector
Until recently, the business model on which financial institutions have built out wealth management organizations has largely gone unchallenged.
05/18/2016
Itau Economist Goldfajn Named Brazil’s Central Bank Chief
They’re giving them the right legal and political conditions to do their job.
05/18/2016
US Senate Nominates Indian-American Swati Dandekar As Asian Development Bank Director
Obama had nominated Ms Dandekar to the top US position in Asian Development Bank in November last year.
05/18/2016
Eze Software Adds Tech Industry Veteran To Seasoned Executive Bench
In 2015, Eze Software Group added 275 new clients using one or more applications within EzeSoft Investment Suite across all major market regions.
05/18/2016
Broadridge Appoints General Manager of Mutual Fund Proxy Voting Business
He holds Executive Education Certification from the Securities Industry and Financial Markets Association/Wharton program.
05/17/2016
Snowden Lane Partners Forms “Veritas Private Wealth Group” in New York City
Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Joseph Hubbell has joined the firm from Merrill Lynch and has been appointed Partner a
05/17/2016
Joe Calabrese Appointed National Head Of Investments For Key Private Bank
KeyCorp today announced that Joe Calabrese has joined the bank as National Head of Investments for Key Private Bank.
05/17/2016
Nuveen Hires Bill Stout to Drive Alternative Investments Growth
New Role Draws Upon Deep and Diverse Suite of Alternative Investment Offerings Across TIAA Global Asset Management
05/17/2016
Steward Partners' Impressive Growth Continues in Mid-Atlantic Region; Welcomes $100 Million Advisor from UBS Wealth Management
At UBS, O'Bryon managed approximately $100 million in client assets and generated $825,000 in annual revenue.
05/17/2016
Opus Bank Appoints Chief Risk Officer
He brings a wealth of experience in audit, compliance, credit, and enterprise risk management
05/17/2016
Mizuho Americas Hires MD for Energy, Power & Alternative Energy Research Team
Prior to Barclays, he worked as an equity research analyst at Lehman Brothers, covering MLPs since 2007 and the paper and forest product sector since 2005.
05/17/2016
Regions Bank Names Head of Private Wealth Management
Her top focus is a positive client experience – one that’s customized to meet the needs of each individual we serve – and we are pleased to have a leader of her caliber who is prepared to assume this important role,” said Bill Ritt
05/16/2016
Artivest Hires BofAML Veteran Kosoff for Research Role
Beforehand, he was vice president of hedge fund research at CTC Consulting.
05/13/2016
KeyCorp Names Calabrese Investments Head as Wealth Unit Expands
It’s an indication of the focus that Key Bank is putting on this business.