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People Moves

12/01/2016

veteran deal maker Leaves Hudson Executive Capital Hedge Fund

He began his career at the law firm Cravath, Swaine & Moore before decamping to JPMorgan Chase in 2011 to become a co-head of the bank’s North American mergers practice.

12/01/2016

RBC's asset management unit strengthens U.S. sales team

Poremba had previously worked in consultant relations roles with investment management firms Neuberger Berman and Franklin Templeton.

11/30/2016

CEO profile: David McKay, Royal Bank of Canada

He was appointed President of RBC on February 26th 2014 and CEO and Director of the Board on August 1st, 2014.

11/30/2016

Rothschild Brings Its Debt-Advisory Business to U.S. With New Hire

With hire of Michael Speller, firm continues to build out North American advisory business

11/30/2016

Russell Investments Appoints Mark Spina to Lead U.S. Advisor-Focused Business

Spina will help advisors meet individual investors’ needs for outcomes utilizing Russell Investments’ multi-asset solutions

11/30/2016

Evercore Wealth Management Appoints Jill Faherty Lloyd as Financial Advisor

She will help expand the firm's Wise Women investor education program, working closely with investment, planning and fiduciary professionals.

11/29/2016

BNY Mellon's Treasury Services Business appoints new head

Mager, a managing director, is responsible for driving Treasury Services' global innovation process which includes management of strategic innovation projects

11/29/2016

Garrett Baker Joins Lazard to Lead Middle Market Telecommunications, Media and Technology

He joined Waller Capital Partners in 1998 and was named President in 2009.

11/28/2016

Texas A&M Foundation Loses Investment VP

Janet Handley will be retiring at the College Station, Texas based fund

11/28/2016

Institute for Private Investors and Campden Wealth appoint noted entrepreneurship executive

He comes to Campden/IPI after a successful career of leading numerous high-profile membership organizations for the past 25 years.

11/24/2016

Applied Bank Announces The Honorable Walid Maalouf as New Director

New Director for Applied Bank, Announced

11/23/2016

U.S. Bank names market leader for high-net-worth business in the Twin Cities

He was senior managing director, a role he held for more than two years.

11/23/2016

SEC Trading and Markets Director Stephen Luparello Steps Down

Mr. Luparello played a key role in enhancing the transparency and strengthening the integrity of our nation’s markets

11/22/2016

Fidelity Says Abigail Johnson to Succeed Father as Chairman

Edward ‘Ned’ Johnson to retire, become chairman emeritus

11/22/2016

Adviser managing $250 million in assets joins Raymond James from RBC

First adviser recruit under the revived Alex

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

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.

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