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.
People Moves
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.
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.