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People Moves

02/17/2017

Citi Private Bank Expands New York City Private Banking Team

The Financial Sponsor client segment in particular is one of our fastest growing, and this strategic shift allows us to dedicate the resources necessary to meet demand.

02/17/2017

Bruderman Strengthens Investment Banking Operations, Hires Andrew Klein to Drive Growth

He served as Chief Administrative Officer for Americas Investment Banking.

02/17/2017

State Street Global Advisors Strengthens Global Active Quantitative Equities Team, Promotes Olivia Engel to Deputy Chief Investment Officer

Her strong leadership skills and extensive knowledge of the active quantitative equity space and the challenges facing our clients today make her a natural fit to step into this role.

02/17/2017

SSGA promotes Engel to Global Active Quantitative Equities Team CIO

Engel has directed all of State Street Global Advisors’ global benchmark-unaware strategies since 2013.

02/17/2017

RBC WM, Moola, Ascot Lloyd

The Channel Islands and Asia.

02/17/2017

BofA promotes Merrill exec to market president

New leader has been with firm since ’98

02/17/2017

Canaccord appoints new managing director

Vancouver-based Canaccord has announced via an internal memo that Michael Shuh is joining the firm

02/16/2017

Jeffrey R. Williams Joins The Private Bank by Nevada State Bank

His deep knowledge of banking, investments and trust administration.

02/16/2017

RBC Wealth Management group adds member

Their professional knowledge and portfolio management skills and maintaining a high record of customer service.

02/16/2017

Morgan Stanley replaces strategist Adam Parker with Wealth Management chief investment officer

Parker is joining hedge fund Eminence Capital as director of quantitative strategy

02/16/2017

West Monroe Partners adds Martin Glen to M&A team in New York

Glenn holds a Bachelor of Science in Civil & Environmental Engineering from Clarkson University.

02/16/2017

Manager of $22bn BlackRock fund to retire

He also worked with DeSpirito on the management of the Ucits-compliant fund.

02/16/2017

Sun Life Financial announces Chairman succession

Mr. Sutcliffe joined the Board in 2009 following a distinguished career in international financial services and became Chairman in December 2011.

02/16/2017

Digital wealth manager snaps up BlackRock’s robo advice CIO

The firm already partnered with BlackRock in December, embedding its suite of 14 physically-backed ETFs for its model portfolios.

02/16/2017

Talara Capital Management Names Jeff Gutke Managing Director of Private Investments

Has extensive board level experience and a background in engineering, in-field drilling, and production optimization.

02/15/2017

J.P. Morgan Asset Management Appoints James Peagam Head of North America Institutional

He was the Head of EMEA Sales Strategy for BlackRock's Financial Institutions Group and held positions in banking.

02/15/2017

Stifel recruits $180M team from RBC

They are the latest advisers to join Stifel.

02/15/2017

Savills Studley Acquires RP Capital, Names Veteran Michael Rotchford As Co-Head of New Capital Markets Group

The addition of these industry veterans will substantially expand and strengthen Savills Studley's capital markets capabilities.

02/15/2017

THL Credit Announces Executive Appointments and New Hires

THL Credit also announced the additions of Michelle Handy, Eric Lee and Will Karim.

02/15/2017

NXT Capital Expands Asset Management Team with Addition of Linda Chaffin as Head of Institutional Marketing

She will also strengthen NXT's relationships with consultants who work with these investors.

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