05/13/2016
Lombard International Fills Top U.S. Post
He joins from BNY Mellon, where he was global head of insurance solutions, according to a Lombard statement.
People Moves
05/13/2016
LendingTree Names New Chief Technology Officer
Charlotte-based LendingTree on Thursday announced the hiring of a new chief technology officer who will be based in the company’s headquarters city.
05/13/2016
Daily Mail chooses digital consultant as new chief executive
During his career at BCG, and previously at OC&C Strategy Consultants, Mr Zwillenberg has advised companies across the media, technology and telecoms sectors, including DMGT on several occasions.
05/13/2016
Rothschild Asset Management Expands Large Cap Investment Team with Addition of Tiffany Li as Technology Analyst
She has joined the Large Cap equity investment team as a Technology Analyst.
05/13/2016
Wilmington Trust Expands Wealth Advisory Team in Delaware
Tan earned a bachelor’s degree in Economics and Asian Studies from Union College in Schenectady, N.Y., and is director of the Philadelphia Asian American Film Festival.
05/13/2016
Renata Rojas leaving BNP Paribas, will join Banco Sabadell
After a three-month garden leave, she will start with Banco Sabadell as a senior vice president in loan syndications.
05/12/2016
Adler Financial Marketing Hires Asset Management Industry Expert
His core specialties include financial advisor education for new and traditional portfolio solutions, marketing and selling programs for intermediary,
05/12/2016
John Bailey Financial Unites with 360 Wealth Management of Dallas.
John graduated from Texas A& M University and Specializes in investing and planning for retirement
05/12/2016
Monopoli Joins US Capital Partners as Senior Vice President
Before joining Merriman Capital, Monopoli was at ThinkEquity Partners in San Francisco
05/11/2016
HighTower Adds First Minneapolis-based Team: DSG Wealth Management
Expands Midwest footprint by more than $300 million
05/11/2016
Credit Suisse taps veteran Eric Varvel as global head of asset management
A twenty-five year veteran of Credit Suisse, Varvel has held several senior roles at the company, including in the Asia Pacific region.
05/11/2016
Sheppard Mullin hires new corporate finance partner in New York
Sheppard, Mullin, Richter & Hampton LLP added Bijal N. Vira as a corporate finance partner in the firm’s New York office. Formerly of Winston & Strawn, Vira advises credit and special opportunity investment funds. The firm hopes his hiring w
05/11/2016
Ex-Barclays, JPM banker Duncan Hogg joins Bank of America Merrill Lynch
It's understood Hogg started at BAML this week as a managing director covering general industrials to oversee the Melbourne office.
05/10/2016
Deutsche Bank Wealth Management Hires Patrick Campion as Head of Wealth Management in the Americas
Deutsche Bank Wealth Management seeks to deliver a premium wealth management experience while leveraging the vast resources of Deutsche Bank for high-net-worth and ultra-high-net worth individuals, families and select institutions.
05/10/2016
Guardian Analytics Announces Kevin McNamara as New Advisory Board Member
His experiences and insights on technology and banking add tremendous value to our strategic vision and customers.
05/10/2016
Cooley Beefs Up Global Private Equity Group With Three New Partners
Cooley is enhancing its global private equity group with the arrival of three prominent partners
05/10/2016
iCapital Network appoints Head of Distribution
iCapital Network, an online platform that provides high-net-worth investors and their advisors with streamlined access to a curated selection of private investments, has added three senior members to the firm’s distribution team.
05/06/2016
TD Wealth Names Albana Haxhia as Relationship Manager in Metro NYC
TD Wealth Private Client Group provides clients with customized private banking and wealth management services through TD Bank, America’s Most Convenient Bank.
05/06/2016
Presidio Bank Announces Retirement of COO, Sherry Price
Mr. Meshriy said, “Presidio Bank’s ability to focus on the real needs of its clients and deliver individualized service in a way that the large banks cannot was compelling for me.
05/06/2016
Societe Generale appoints US conduct chief
Before taking on her present position in 2007, Harrington Jones was global director for IT in Paris and had various management positions in that division.