04/05/2016
Janus Capital cuts fees on three funds; promotes head of investments
The company, which employs bond veteran Bill Gross, has also promoted Enrique Chang to president, head of investments
People Moves
04/05/2016
Piper Jaffray Hires Alex Zukin as Managing Director and Senior Research Analyst in Software Sector
He will add tremendous value to our Technology franchise, which is important to our firm’s strategic goals,” said Michael Cox, managing director and director of research for Piper Jaffray.
04/04/2016
BTG Pactual Makes Changes at Top of Chile Wealth Management Unit
The head of Grupo BTG Pactual SA’s wealth management business in Chile has agreed to leave his post, according to an e-mailed statement from the company.
04/04/2016
McGuireWoods' Hiring Spree Continues, Plus More Lateral Moves
Carter spoke with local publication Walter Magazine in 2014 about her work helping donors and nonprofits seek out charitable strategies.
04/03/2016
JPMorgan Chase: $1.2 Billion Wealth Management Team Leaves
Silicon Valley has penetrated into the banking sector, which pushes employees to pursue opportunities independently
04/01/2016
Mizuho Names Andrew Dewing as Head of North American Banking
Mizuho Bank Americas today announced the appointment of Andrew Dewing as Managing Executive Officer and Head of North American Banking.
04/01/2016
Moelis hires oil and gas investment banker from Deutsche Bank -memo
The contents of the memo were confirmed by a Moelis spokesperson.
04/01/2016
SS&C Hires Ron Tannenbaum in Alternative Fund Services
GlobeOp Founder and former Partner returns to EMEA sales team
04/01/2016
Florida Community Bank Names Peter Anderson New Raymond James Financial Advisor to Broward County Branches
Anderson’s new role will include educating and helping clients reach their financial goals through the prism of a personalized comprehensive financial plan.
03/31/2016
RMB Capital Adds Egor Rybakov to Asset Management Team
Rybakov holds a bachelor’s degree in economics and management from the Moscow State University
03/31/2016
Bridgeway Capital Management Names Tammira Philippe as President
Bridgeway Capital Management, an independent, statistically driven investment manager, has named Tammira Philippe as President.
03/31/2016
Bank of America Merrill Lynch hires $330M Morgan Stanley duo
With $2.5M in production, Jeremy Newton and Stephen Lamb have joined an office in Houston.
03/30/2016
Cornell University CIO calls it quits
Mr. Edwards was appointed CIO in May 2012, after having serving as interim CIO since May 2011.
03/30/2016
Ex-CalPERS CIO to Lead Alaska Permanent
Russell Read has been named CIO, replacing Jay Willoughby.
03/30/2016
Mark Dobbs Joins Alliant Real Estate Group
Dobbs also worked within the real estate industry as a Senior Investment Consultant specializing in the multifamily market and within the investment banking sector in London.
03/29/2016
Altman Vilandrie & Company Names Schwechel Principal Strategy, Product Development Expert to Advise Firm’s Technology Clients
He will operate out of the firm’s Boston headquarters.
03/29/2016
Credit Suisse Hires Lazard's Cohen for Retail Banking Deals
Cohen joined Lazard in 2009 from UBS Group AG and was most recently global head of retail.
03/29/2016
Former Alston & Bird partner Burton joins Jones Day
Much of her work has focused on financial institutions providing credit facilities to REITs and other real estate finance companies.
03/29/2016
Partner Solutions Joins The Merriman Capital Financial Entrepreneur Platform
Partner Solutions Capital Group is a boutique advisory firm providing investment banking and advisory services to companies
03/28/2016
Venable Adds Leading Wealth Management Team
Venable's client base includes owners of closely held businesses and their families