05/08/2017
Dreyfus Names Paula Kelley As Chief Marketing Officer
She will help drive business growth by building marketing and digital capabilities, as well as a robust brand strategy to engage and deepen relationships with clients.
People Moves
05/08/2017
State Street Global Advisors Appoints New Global Head of Defined Contribution Business
Dave is a leader who has been helping clients meet these challenges for many years
05/08/2017
Jefferies Takes Another Stab at Wealth Expansion, Hiring $7.3-Mln South American Team
Jefferies appears to be seeking a niche in the Latin American space.
05/08/2017
TD Wealth hires head of national sales
The role of head of national sales has evolved to align with the bank's wealth business.
05/08/2017
Morgan Stanley branch manager jumps to RBC
A spokeswoman for Morgan Stanley confirmed his departure.
05/08/2017
Goldman names Lemkau, Nachmann to co-head investment banking
A Goldman spokeswoman confirmed the contents of the memo.
05/08/2017
Judy Marlinski to Become President of Fidelity Institutional Asset Management®
Marlinski Will Lead the Distribution and Client Service Organization Dedicated to Meeting the Investment Needs of Financial Advisors, Institutional Investors and Consultants
05/08/2017
Meketa Investment Group Announces Consultant Hire
“We are very pleased to have Gord on our team and look forward to benefitting from his valuable insights.”
05/08/2017
Prudential names Phil Waldeck president and CEO of Prudential Retirement
As well as international longevity reinsurance transactions covering pensions from Rolls Royce, British Airways and over 100 other U.K. pension plans.
05/07/2017
Andrew Rogers new president of Alliance Wealth Management
He has worked at larger and smaller banks and has worked as an adviser with Alliance Wealth Management since 2015.
05/05/2017
Christine Fenske Named Managing Partner for Baker Tilly’s New York Practice
She is currently a partner in Baker Tilly’s financial services group and leads the firm’s asset management team.
05/05/2017
Former SS&C MD appointed Centaur US chief
Des Johnson has left his role with SS&C to become CEO of Centaur Fund Services USA.
05/05/2017
Ameriprise Nabs $239M Wells Fargo Advisors Team
Several Wells Fargo Advisors reps have left for Ameriprise in recent months
05/05/2017
Ex-Merrill Advisor Nixes Big Indies For RBC
His team managed more than $300 million at the wirehouse.
05/04/2017
Credit Suisse hires IPO banker Walsh from Bank of America
Credit Suisse has been on some of the largest technology IPOs in recent years.
05/04/2017
RBC Wealth Management U.S. Hires First Technology Executive
A leader in the bank’s global digital strategies is coming to the states.
05/04/2017
JPMorgan taps Resegue to head Latin America equity trading
He joins from rival Bank of America Merrill Lynch, where he has worked since 1997.
05/04/2017
Fidelity Names New Head Of Family Office Business
We continue to see tremendous opportunity with the ultra-high-net-worth market.
05/04/2017
Fifth Third taps new leader of wealth and asset management business
Michael joined Fifth Third in 2010 as president of Cincinnati-based Fifth Third Bank
05/04/2017
Citi Private Bank Adds New Talent to San Francisco Office
Ms. Eroshin is a CFA, CPA and CFP, as well as an adjunct faculty member at the University of San Francisco.