Managers of Wealth Americas

Blaylock Beal Van Hires Veteran Muni Banking Executive Faye Boatright

Ms. Boatright will be based in BBV’s New York City office and report to Chairman Bernard Beal, who oversees BBV’s municipal operations.

Andrew Ross named CEO of CurveGlobal

Andrew Ross will join LSE's new futures exchange, CurveGlobal, from Morgan Stanley. BNP Paribas becomes seventh bank shareholder.

AlphaSimplex Group Appoints Alistair Lowe as Senior Advisor to Investment Committee

Adds Client Portfolio Manager Brent Mathus

Lynn Tilton steps down from flagship credit funds

Tilton tried to force one of the funds into bankruptcy in November to keep MBIA from taking over the assets.

Morgan Stanley Shuffles Fixed Income Leadership: Memo

Jakob Horder, who was global co-head of rates, will head European fixed income and commodities.

Barclays's Distressed, High-Grade Trading Heads Said to Exit

Adam Yarnold, who leads the bank’s securitized-debt trading team, will add the distressed-debt role to his responsibilities

Wells Fargo cutting jobs in its securities unit

The displaced employees include managing directors – high-level jobs that can draw seven figures in compensation

Wells Fargo cutting jobs in its securities unit

Wells Fargo Securities, which employs about 5,000 worldwide, offers Wall Street-style services to corporate clients

US's Pershing Names New CEO

As part of the leadership transition, he will serve as an executive advisor over the next year working closely with Dolly, Pershing's executive committee and key clients.

Boston Private’s latest hire amid churn? A seven-foot ex-NBA player

One of its most recent hires shouldn’t have much trouble adjusting to his new role at the company

Leadership Team Investments Continue at FolioDynamix With New Head of Marketing

Innovative, Renowned FinTech Marketing Expert, Meghan McCartan, is Latest to Join Seasoned Executive Team

The Colony Group Names Four New Principals

Terri Feeney is the Chief Financial Officer of The Colony Group and has an extensive background in sophisticated accounting and tax matters.

BCRS Associates members join EY Private Client Services

With the addition of the BCRS team, the US firm will further expand its current service offerings of income and estate planning, charitable gift planning and cross border tax compliance.

Former Senior OFAC Official Joins Alston & Bird as Partner in Washington, DC

Most recently, he served for more than five years as OFAC’s assistant director for enforcement.

Alston & Bird Adds 5-Lawyer Corporate Group in Dallas, Including 2 New Partners

The new partners collectively spent more than 30 years together as partners at their former firm.

Two SVPs Join Private Client Reserve In L.A.

Both Hodges and Dunphy served as senior directors at EFG Capital, wealth management directors at Bank of New York Mellon and vice presidents at Deutsche Bank.

Baker Tilly Adds Financial Services Partner, Enhances Services to Asset Management Clients

He consults on a wide range of fund structures, including master-feeders, multi-tiered partnerships, managed account platforms, strategic investor relationships and seed arrangements.

Mizuho Securities USA Announces Senior US Equity Research Appointment

Salim Syed Joins as Managing Director, Head of Biotech Research

KKR's Energy Head Lipschultz to Leave, Start Firm With Ostrover

As head of energy and infrastructure investing, Lipschultz oversaw some of KKR’s most profitable deals -- and two of its biggest losses.

Veteran Banker Jeff Cleveland Joins D.A. Davidson

D.A. Davidson & Co., a full-service national investment banking firm, announced today that it has hired Jeff Cleveland to join its growing investment banking team as managing director in its Consumer and Retail sector. Cleveland joins D.A. Davidson&am

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