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People Moves

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

06/12/2017

BMO Harris Bank Appoints New Head, Sales and Distribution, U.S. Retail Banking

Most recently, Cooper served as Senior Vice President, Head of Central Region Retail and U.S. Mortgage Sales, providing leadership to a team of over 1,000 retail bankers in 120 branches and holding accountability for mortgage growth through customer exper

06/12/2017

Cohen & Steers Hires Specialist to Expand DCIO Support for Western U.S. Market

The firm's strategic focus on real assets reflects the growing demand for investments with different return drivers than stocks and bonds.

06/11/2017

Merrill Lynch Hires Team of Financial Advisors in NJ

The RLA Group focuses on working with their clients on significant financial decisions to ultimately help them achieve their financial objectives.

06/11/2017

Greg Fink Named President and CEO

He is an expert in RIAs business.

06/11/2017

Viking investment chief to leave, firm to return $8 billion in capital

The firm will return money from the Viking Global Equities LP and the Viking Long Fund LP funds, according to the letter.

06/10/2017

Why one of BlackRock’s top strategists decided to quit

He says BlackRock was great, but that working there also had its limits.

06/09/2017

BlackRock Hires Goldman Veteran to Lead Debt ETF Push in U.S.

The funds can also be used in place of swaps and futures, or as an aid in transitioning portfolios from one asset class to another.

06/08/2017

BNY Mellon Appoints Chief Information Officer

She will be responsible for setting the strategic direction and execution of the firm's technology agenda.

06/08/2017

Matt Zames to Leave JPMorgan Chase, Seeking to Run His Own Business

He was leaving over a desire to run his own business, either at a financial company or perhaps in a role that combined finance and technology.

06/08/2017

Deutsche Bank hires Nick Richitt as Managing Director in Healthcare Investment Banking

This is the fourth MD Deutsche Bank announced it has hired to focus on Americas Healthcare since the beginning of the year and the eighth for Americas Corporate Finance.

06/08/2017

Deutsche Asset Management Continues Equities Expansion in the US

Fletcher is based in New York and reports to Sebastian Werner, lead Portfolio Manager for US and Global Growth Equities.

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