06/19/2017
Citi Private Bank Strengthens West Coast Team
Citi Private Bank helps clients grow and preserve wealth, finance assets, make cash work harder, preserve legacies, and serve family and family business needs.
People Moves
06/19/2017
Fintech and innovation leader Simon Moss joins Grant Thornton
He also served as CEO of Mantas Corporation, where he transformed the firm into a market leader in anti-money laundering and compliance technology, prior to its acquisition by Oracle.
06/16/2017
RBC Capital Markets Promotes Scott Sinawi to Newly Created Lead FICC Role
He originally joined the group back in April 2009, working out of New York.
06/16/2017
Guggenheim Securities International Expands Energy Practice
We look forward to his continued success at Guggenheim.
06/15/2017
RBC poaches Bank of America prime brokerage head
Jonathan Yalmokas reportedly resigned from his role at Bank of America Merrill Lynch last week and will join RBC.
06/15/2017
MetLife shakes up senior management team
But the regulatory process took longer than expected.
06/14/2017
U.S Trust Announces New Hires in May
To serve the growing demand for wealth management services
06/14/2017
Head of Institutional Sales Announced for Global SPDR Business at State Street Global Advisors
She held a variety of roles, most recently as Global Head of Distribution and Product Strategy for the Securities Division.
06/14/2017
Tannon Krumpelman to Join Evercore as Senior Managing Director in the Financial Services Advisory Practice in New York
He will join from UBS, where he was a Managing Director and Head of Banks for the Americas.
06/13/2017
Ex-JPMorgan Bankers Rejoin Firm to Build Private Credit Team
Institutional investors have been seeking private credit investments as they look beyond traditional bonds for better returns.
06/13/2017
Wells Fargo hires free-speaking analyst as in part of investment banking build out
“We are thrilled to have such an influential voice in this critical sector join our growing platform.”
06/13/2017
BNY Mellon Taps SS&C's Salvage To Lead Global Hedge Fund Services
Hedge fund services industry veteran brings deep experience in delivering innovative solutions
06/13/2017
Instinet appoints Scott Douglass as US Head of Sales for its Commission Management Services business
We are pleased to welcome Scott to Instinet.
06/13/2017
UBS just hired a senior NYC equity researcher from Nomura
That firm remains in operation now that he’s at UBS.
06/13/2017
Mercer Advisors Names Dave Welling CEO
I am thrilled to join Mercer and to build on the firm's stellar reputation for serving clients.
06/13/2017
One of BlackRock's longest-serving mutual fund managers to retire
The world's largest asset manager, BlackRock also offers relatively low-fee index funds through its iShares brand.
06/12/2017
Investors Real Estate Trust Announces Vice President Of Asset Management
Her responsibilities included identifying real estate investment opportunities for current and prospective clients, and facilitating business-opportunity partnerships between current and prospective clients.
06/12/2017
Holly Street Wealth Advisors Joins tru Independence Platform
The team at Holly Street Wealth Advisors delivers white-glove wealth planning, investment management and advisory services to families, foundations and endowments.
06/12/2017
Michael Barbosa Joins Andersen Tax as a Managing Director in Los Angeles
His work there included tax planning for cross-border transactions, managing U.S. federal income tax compliance and the international aspects of income tax provisions.
06/12/2017
Mike Mayo to Join Wells Fargo Securities’ Equity Research Team
Veteran bank equity analyst to lead coverage of U.S. Large-Cap Banks