03/08/2017
Atlas Private Wealth Management Adds Industry Veteran to its Albany, New York Office
She holds an MBA from The College of William and Mary The Mason School of Business.
People Moves
03/07/2017
Merrill Nabs Morgan Stanley Michigan Star with $8-Mln Production
At Merrill Lynch he will lead The Rowling Group to provide personalized financial advisory services for affluent individuals and families with considerable assets and complex financial needs.
03/07/2017
Another Merrill New York Team Walks, This One to Janney
The move is a succession play for Hochhauser, a 51-year veteran of the brokerage industry who began his career in 1965
03/07/2017
Wells Fargo names new top lawyer following scandal
The bank faces state and federal investigations, including from the Justice Department and the Securities and Exchange Commission.
03/07/2017
Linklaters bolsters global Dispute Resolution offering with senior Department of Justice hire
His appointment is part of Linklaters’ Dispute Resolution division’s strategic priority to further strengthen its U.S. government risk team.
03/07/2017
VersaBank Names Tel Matrundola Executive Head of the VersaBank Innovation Centre of Excellence
Mr. Matrundola served in the Government of Canada as Senior Policy Advisor to the Deputy Prime Minister and Minister of Finance
03/07/2017
CIO Alice Ruth Exits Bloomberg Foundation, Family Office
Willett Advisors’ founding investment chief Alice Ruth has left, and her role taken over by co-CIOs.
03/07/2017
Congressman Ander Crenshaw Joins King & Spalding
He was previously a member of the Florida House of Representatives and later the state Senate, where he was elected president.
03/07/2017
UBS names Velez head of Latin America wealth management
The former Deutsche Bank executive, who joined UBS in 2013, replaces Alexander van Tienhoven, who is leaving UBS for personal reasons.
03/07/2017
Atlas Private Wealth Management Adds Industry Veteran to its Albany, New York Office
Lissa McNaughton brings 31 years of financial planning experience to the firm.
03/07/2017
What in God's Name is Happening at the World's Largest Hedge Fund?
Twenty percent of new hires leave within the first year.
03/06/2017
Crédit Agricole Corporate and Investment Bank appoints Ivan Hrazdira as Global Sponsor of USD Debt Capital Markets
He was most recently Head of Flow Sales in Global Macro Products at Crédit Suisse.
03/06/2017
Senior Barclays healthcare investment banker quits for RBC Capital Markets
He left Barclays earlier this year and is now a managing director in healthcare investment banking at RBC Capital Markets
03/06/2017
Lowenstein Sandler Adds Investment Management Partner Benjamin Kozinn
His experience on both the buy-side and sell-side will provide our clients with an edge in a rapidly evolving environment.
03/03/2017
Bridgewater shakes up management again as Dalio drops co-CEO role
"We mutually agree that he is not a cultural fit for Bridgewater," Dalio wrote on LinkedIn.
03/03/2017
Barclays hires leveraged finance banker Craig Molson
Had been at Deutsche since 2002, most recently as a managing director in natural resources.
03/03/2017
Valerie Murray named President of Beacon Trust Company, Chief Wealth Management Officer of Provident Bank
Her impressive knowledge of the industry, extensive experience in wealth management and trust services, and her ability to turn strategy into results.
03/03/2017
RPT-UBS eyeing new LatAm wealth management head
UBS's Latin America business suffered a setback last year when rival Credit Suisse poached at least a dozen of its wealth managers in Mexico.
03/03/2017
Webster Bank Adds Three VPs
Most recently, Kempton worked for First Midwest Bank.
03/02/2017
One of Ken Griffin's senior staffers has left hedge fund giant Citadel
This decision will further strengthen Global Equities by incorporating the best ideas and strongest talent from Ravelin.