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.
People Moves
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.
05/04/2017
Linklaters' former US banking head moves to Dechert as hiring spree continues
Norton has more than 30 years of experience leading complex domestic and cross-border financing transactions for financial institution, financial sponsor and corporate clients.
05/03/2017
Guggenheim Securities Expands Energy Practice
He joins Guggenheim from Deutsche Bank Securities, where he served as Managing Director and Head of the Houston Investment Banking Office.
05/03/2017
Nuveen Expands DCIO Team to Support Strategic Business Growth
We are now even better positioned to bring the full breadth of our highly competitive investment solutions to retirement plan clients.
05/02/2017
State Street Global Advisors Strengthens Global SPDR Business with Product and Marketing Appointments
As our business has expanded and matured, so too have the responsibilities of our product and marketing teams.
05/02/2017
ZEDRA expands into U.S. with new office and senior hire
Having a presence in Miami will strengthen ZEDRA’s footprint in the region by providing a cohesive foundation for and sustainable, long-term growth.
05/02/2017
Celent’s Corporate Banking Practice expands team
Her research will focus on innovation in treasury management services, trade finance, working capital finance, and the implications for customer journeys across segments, including small business.
05/02/2017
Bruderman Adds Top Merrill Lynch Advisor to Private Wealth Management Team
Mr. LeBlanc is a graduate of Yale University, and has been recognized as an all-star investment advisor during his 22 year tenure at Merrill Lynch.
05/02/2017
Millennium Management hires 3 as part of restructuring
Mr. Santoro will lead the firm’s global equity team drawing on 24 years of experience in trading and risk management