06/01/2016
Bill Packham appointed CEO of Qtrade Financial Group
"Their expertise, dedication to continuous innovation, and commitment to client service is inspiring.
People Moves
06/01/2016
Management Transition at Stifel Nicolaus Europe Limited
"Acquiring a strong business in Europe has enabled our firm to expand the breadth of our services across both debt and equity as well as mark a strong flag in the important London market."
06/01/2016
Huntington Wealth, Regional Banking Executive Dunlap to Retire in 2017
Thirty-Seven Year Huntington Senior Executive Jim Dunlap's Ongoing Role Will Facilitate the Company's Integration With the Merger and Conversion of FirstMerit
05/31/2016
Managing Director of Private Banking at Signature Bank of Georgia announced
Klein has been in the banking industry for 25 years with the last 15 years concentrated in private client and commercial banking roles.
05/27/2016
Florida Community Bank Names Peter Anderson New Raymond James Financial Advisor to Broward County Branches
Florida Community Bank is excited to offer expanded investment services and financial planning to the South Florida area through our partnership with Raymond James Financial Service.
05/27/2016
PBMares names director of wealth management division
In his new role, he is charged with managing the strategic direction of PBMares Wealth Management, including enhancing growth through increased market penetration and targeted acquisitions within the mid-Atlantic.
05/27/2016
Bank of Canada Names Sheryl King as Adviser in New York
I am delighted to welcome Sheryl King back to the Bank and to our senior management team,” Poloz said in the statement.
05/27/2016
Ivascyn to Join Pimco Diversified Fund as Mewbourne Retiring
The Diversified Income fund is up 5 percent this year, outperforming 97 percent of its Bloomberg peers.
05/26/2016
Eyzenberg exits Avison Young to launch investment banking firm
Prior to running Prodigious Capital Group, he was associated with several boutique real estate investment banks.
05/26/2016
Credit Suisse names Patry vice chair of LevFin capital markets
A Credit Suisse spokesperson confirmed the contents of the memo.
05/26/2016
Vanguard Names Finance Chief
After Ralph Packer retired in 2008, Reed assumed responsibility of Vanguard's finance operations.
05/26/2016
One of the top tech-banking teams on Wall Street has been picked apart by rivals
Nam is joining Mizuho as a managing director and head of the internet-banking team.
05/26/2016
Credit Suisse hires Chisari for tech M&A
Prior to joining Mubadala in 2009, Chisari was a technology media and telecommunications banker at JP Morgan in London
05/26/2016
Five Additions Announced to Janney’s Fixed Income Team
“The knowledge and leadership of these professionals enhances our core competencies and strengthens our commitment to provide outstanding service to our clients.”
05/25/2016
HIG Capital Managing Director Said to Depart New York Office
A representative for HIG didn’t respond to e-mail requests seeking comment.
05/25/2016
BofA Loses Merrill Veterans Cummings, Chapin as Vice Chairmen
The ranks of former top Merrill Lynch executives at Bank of America have thinned after some departed for competitors or were replaced by managers from other Wall Street firms.
05/25/2016
Exclusive: Itaú to appoint Ferraz as head of U.S.-based asset manager
The unit invests in Latin American equities, U.S. debt and funds of funds for Itaú's Brazil-based and overseas clients.
05/25/2016
SS&C Unveils New SS&C Advent Executive Team
The appointments balance continuity in key positions with the elevation of the next generation of leaders.
05/25/2016
Sadis & Goldberg LLP Announces the Election of Yelena Maltser to Partnership
She also advises clients on structuring the management entities to such funds.
05/24/2016
BNY Mellon Wealth Management ramps up in the West
The duo reports to David Emmes, president of U.S. Markets-West.