03/24/2017
NES Financial names Salus to private equity advisory board
NES Financial newly appoints to its private equity advisory board
People Moves
03/24/2017
Huntington Bancshares Names Consumer and Business Banking Lead Executive
Harmening will join Huntington's executive leadership team and report to Stephen D. Steinour, chairman, CEO and president of Huntington.
03/24/2017
Bank of America Merrill Lynch hires four advisers from Morgan Stanley
Merrill Lynch Global Wealth Management has around 14,600 financial advisers who manage $2.1 trillion in client assets.
03/24/2017
Garrett Ryan Joins Angelo, Gordon’s Twin Brook Capital as Head of Capital Markets
Garrett is an accomplished executive with extensive experience originating, structuring, and overseeing the execution of middle-market leveraged transactions
03/24/2017
Merrill FAs Managing $350M Leave for Raymond James
The team began looking to leave Merrill Lynch about three years ago
03/24/2017
Russell Reynolds Associates Adds to Industrial, Energy & Natural Resource Practice Groups
The additions to the team, both based in Chicago
03/24/2017
Ziegler Wealth Management Promotes Financial Advisor Charles Butler to Vice President
Ziegler Wealth Management has announced the promotion of Charles L. Butler, Jr. to vice president and financial advisor. Butler has been with Ziegler for nine years and serves out of the firm's Appleton, Wisconsin branch location at 2801 East Enterpr
03/23/2017
Nuveen Strengthens Alternatives Business Development Team With Two Senior Hires
The duo will partner with the broader Nuveen distribution team to place new private funds onto the investment platforms of wealth managers serving retail and high-net-worth investors.
03/23/2017
Citco beefs up team with new hire
Prior to joining Clarion, Ms. Flusk served as Vice President at Deutsche Asset Wealth Management (RREEF).
03/23/2017
Nuveen expands alternatives business development team
Welch comes to Nuveen from Rothschild Asset Management where he was a managing director
03/23/2017
ING Capital Markets hires head of delta one sales
Traditionally the broker-dealer, part of the wider Dutch bank ING, had offered clients synthetic products through its legacy contract for differences (CFD) arm.
03/23/2017
Ex-Bank of America MD quits trading platform after less than a year
Grillo left Bank of America in April last year.
03/22/2017
Northern Trust Announces Paul S. Lee Elected Fellow of the American College of Trust & Estate Counsel
His election as an ACTEC Fellow is an honor and affirms the value that he consistently contributes to the field of trust and estates and to Northern Trust’s clients.
03/22/2017
JPMorgan Chase names new head of business banking
The CEO of consumer and community banking at the New York company.
03/22/2017
OppenheimerFunds Names Key Hire for its Beta Solutions Leadership Team
David Mazza Joins OppenheimerFunds as Head of Investment Marketing and ETF Specialists
03/22/2017
Merrill Lynch Director Leaves To Start Advisory Firm With Dynasty
The wirehouse team wanted to get ahead of a technology curve the industry is facing.
03/22/2017
Reed Smith Expands Corporate Practice in San Francisco
He works with private and public companies on equity and debt financings, mergers and acquisitions and general business issues.
03/22/2017
Bronfman E. L. Rothschild appoints Director of Wealth Management
Napoli joins the firm with over 20 years of financial experience.
03/21/2017
NEPC Continues Rapid Growth of Private Wealth Business Group with Three Senior Hires
NEPC’s Private Wealth Group currently provides a wide range of high-touch services to ultra high net-worth individuals and family offices
03/21/2017
UBS Wealth Americas Slashed New Broker Hires by 54% in 2016
A former UBS Wealth recruiter who now runs his own search firm.