12/09/2016
Paul Ahmed Joins CBRE Capital Markets in Ft. Lauderdale
CBRE Group Inc. Recently Announced New Senior Vice President
People Moves
12/08/2016
Lazard Elects Michelle Jarrard to Board of Directors
Lazard's business is built on human capital and relationships, and she brings more than 25 years of experience in global human resources
12/08/2016
Bart Zandbergen Joins Optivest Wealth Management as Partner and Senior Wealth Advisor
Laguna Beach resident and in-demand Wealth Advisor Bart Zandbergen is ringing in the New Year, as well as Optivest Wealth Management's 30th Anniversary, by joining their elite team of esteemed professionals.
12/07/2016
Santander Consumer Adds Former Ally Exec, Treasury Official to Board
During his Ally career he oversaw the dealer financial services business and was responsible for its global auto finance, insurance, vehicles remarketing and servicing operations.
12/07/2016
BNY Mellon Wealth Management hires new wealth director
Raiser-Umberger, who joined BNY Mellon in October, was earlier vice-president and wealth adviser at First Niagara Private Client Services for five years.
12/07/2016
This financier left Wall Street to start a marijuana chocolate company
Less than 10 years ago, unlabeled pot brownies dominated shelves at dispensaries. Patients rarely knew how much of the drug they were eating until the high hit.
12/07/2016
Allstate Names John Dugenske Chief Investment Officer
Dugenske will oversee Allstate's $81 billion investment portfolio.
12/07/2016
Credit Suisse just made a major hire for its hottest new division in New York
He spent nearly 17 years at Citigroup before joining Credit Suisse as a managing director in November.
12/07/2016
Alston & Bird Adds Two Litigation Partners in New York
He also has experience in real estate and construction litigation and has tried cases to verdict both in New York and New Jersey.
12/07/2016
Signature Bank Expands Private Client Banking Network with Appointment of Several Veteran Bankers
These appointments are reflective of the type of continued entrepreneurial culture and spirit of our Bank.
12/07/2016
Calamos Investments Appoints Matt Freund as Co-Portfolio Manager, Joining Teams Responsible for Numerous Mutual Funds and Closed End Funds
We continue to execute on our mission to strengthen our existing capabilities and set the stage for new investment opportunities in key arenas.
12/06/2016
LPL Financial CEO Mark Casady to Retire
LPL has named President Dan Arnold to succeed Casady. The leadership change comes as the firm is reportedly looking to sell itself.
12/06/2016
Bires joins 50 South Capital Advisors as product strategy and IR director
50 South Capital Advisors, a subsidiary of Northern Trust Corp, has named Chris Bires as a director of product strategy and investor relations. Previously, Bires worked at Citadel where he was most recently a director of global distribution. And prior to
12/06/2016
XL promotes Keller to investment chief
New Chief Investment Officer For XL Group, Named
12/05/2016
KPMG Names Managing Partner for Silicon Valley Office
The strategic direction and growth of the Silicon Valley office and for building on KPMG’s reputation as a great place to build a career.
12/05/2016
Adviser Mary Jo Metro named to Raymond James Leaders Council
This marks the fourth consecutive year that Metro has qualified for the honor Read more: http://www.lowellsun.com/business/ci_30629749/adviser-mary-jo-metro-named-raymond-james-leaders#ixzz4RxLd4jBx
12/02/2016
Raymond James says Thomas James to become chairman emeritus
His commitment to cultivating a culture grounded in conservative and independent decision-making, and always putting the client first is what allowed Raymond James to survive
12/02/2016
UBS Hires Top Manager From Deutsche
He will also take a seat on the executive committee of UBS Americas.
12/02/2016
Waterloo Capital appoints Woodward as partner and CIO
Mr. Woodward brings a wealth of experience from within the investment industry
12/02/2016
NextCapital Appoints Matt Clink As Chief Investment Officer
Leading retirement and institutional asset management executive