11/21/2016
Bank dealmaker Reed retiring, moving west
The passage of Senate Bill 1 by the General Assembly that spring allowed statewide branching and multibank holding companies for the first time
People Moves
11/21/2016
McKenzie joins Raymond James
New Member for Raymond James Has Recently Joined
11/21/2016
Citi Private Bank Expands New York Metro Team
Ms. Nunag joins Citi from J.P. Morgan Private Bank where she previously served as Managing Director and Senior Banker
11/18/2016
Highview Capital Announces Expansion of Investment Team
All six will be based in Highview’s Los Angeles headquarters.
11/18/2016
Robertson Stephens Names Ron Resnick as Chief Operating Officer of Robertson Stephens Asset Management
He is also a member of the firm’s Executive Committee.
11/18/2016
Fox Rothschild Adds Experienced Bankruptcy Attorney
Hall’s practice centers on complex Chapter 11 bankruptcy/reorganization cases.
11/18/2016
Britt Doyle Joins US Capital Partners as Senior Vice President
A thirty-year veteran of the capital markets, Mr. Doyle started his career as an institutional fixed-income salesman for Security Pacific Asian Bank in Singapore directly out of college.
11/18/2016
Palladium Equity Partners Names New Managing Directors and Principals
In addition, Joe Chang was promoted to Senior Associate; Matthew Graziano, Anirudh Sathya and Sam Zakay were promoted to Associates.
11/17/2016
C&F Wealth Management Corporation Announces Addition of New Wealth Management Group
We are very pleased to welcome Bill and his team to C&F Wealth Management.
11/17/2016
Mirae Asset Global Investments names new U.S. CEO
He will also ta ke on the role of chief investment officer.
11/17/2016
Global real assets CEO retiring from J.P. Morgan Asset Management
JPMAM's global business management and product development.
11/17/2016
Odeon Capital Group LLC Announces Key New Hire and Expansion of Equity Platform
He then moved to Pali Capital before starting his own financial services company.
11/17/2016
CHMWarnick appoints Maxine Taylor Senior Vice President of Asset Management
In her new role, Taylor will oversee asset management operations from the company’s new San Francisco office
11/17/2016
Invesco co-head of high yield bonds exits
His co-head of high yield fixed income, Scott Roberts, has assumed sole leadership of this area.
11/16/2016
Northern Trust Names Michael G. O’Grady President
He has deep industry experience, a keen understanding of Northern Trust.
11/16/2016
Artivest Hires Two For Strategic Roles as Momentum Continues
Artivest has strengthened its management team with the appointments of new director of business implementation and new senior manager of client services
11/16/2016
Wealth Management Firm The Dowling Group Hires William Ludington To Head Business Development
His drive and enthusiasm for business development will be integral to our strategic plan.
11/16/2016
Lincoln Financial Network Names Scott Witeby Senior Vice President and Head of Finance
Financial Services Industry Veteran with More Than 16 Years of Experience Joins Lincoln from LPL Financial
11/16/2016
Strategic Wealth Partners Adds Mark Weil as Wealth Advisor
His disciplined approach to managing risk and deep knowledge of investing will serve our clients well.
11/16/2016
Lombard International Appoints Head of Latin America
Former UBS Deutschland AG Head of Wealth Management, Latin America joins to lead Latin American sales