09/23/2015
NYC wealth management firm boosts team
He recently published the book, 'A Wealth of Common Sense.'
People Moves
09/23/2015
Barclays Head of Treasury Trading Said to Leave
He was based in New York, had overseen Treasuries trading at Barclays since 2013 and joined the company in 1999 from Dresdner Kleinwort Benson.
09/23/2015
Cypress Equities welcomes new director
Lance will provide day-to-day leadership and vision for all aspects of asset management
09/23/2015
Bank Leumi appoints Head of Commercial Banking
This is an exceptional time to join Leumi.
09/23/2015
Acadian Asset Management Adds Veteran Portfolio Manager
With nearly two decades of experience in the industry, Kurt brings a unique set of skills and expertise that closely aligns with our investment approach.
09/23/2015
Disney Board Adds Wealth Management Exec
She is a founder of the Institute for the Fiduciary Standard, and serves on the boards of The Coca-Cola Company, Avon Products, Inc., and the Americas Society.
09/23/2015
Private banking giant appoints new managing partner
Before taking on his current job, he ran the firm’s treasury and markets division.
09/22/2015
Lebenthal Adds Co-CEO as Chief Takes Reins of Wealth Unit
Ex-Ally Bank CEO Barbara Yastine will join Alexandra Lebenthal in the top role; Frank Campanale stepping down as wealth chief
09/22/2015
Wells Fargo FINet Grabs 5 Triad Advisors
Gray's partners in the practice include Christina Jesperson, Kevin Terao, Albert Scudder and Judy Tapia.
09/22/2015
Justice Dept. Names Chen to Controversial Compliance Counsel Post
The U.S. Department of Justice has hired Hui Chen
09/22/2015
Two more leave beleaguered Fortress unit
The Partners fund is now exiting all of its relatively liquid investments in externally-managed hedge funds and public stocks to meet client redemption requests
09/21/2015
Dr. Ngozi Okonjo-Iweala Joins Lazard as Senior Advisor
She will bring a unique international expertise and experience that will benefit both our sovereign and corporate clients.
09/21/2015
Daniel M. Aronson Has Joined Evercore as a Senior Managing Director in its Restructuring & Debt Advisory Group
Prior to joining Lazard in 2000, he was with Peter J. Solomon after having been a Partner in Ernst & Young's Restructuring Group.
09/20/2015
Bank of America Merrill Lynch Hires a Senior Banker
Mr. Utendahl spent the majority of his 18-year career on Wall Street
09/20/2015
Canada’s Dundee Capital Hires 3 Professionals From Canaccord
Efforts to bulk up come at a tough time for smaller dealers
09/18/2015
Moelis & Company Appoints Co-Presidents
With superb judgment and deep client relationships, Rick, Navid, and Jeff have helped shape Moelis & Company into the leading independent investment bank
09/18/2015
Northleaf Capital Partners Expands Infrastructure Investment Team
As a key component of the firm’s $7 billion global private markets investment business, Northleaf’s infrastructure program is focused on direct, long-term investments in OECD countries, providing investors with stable, consistent cash flows fr
09/18/2015
Jae Yoon Appointed Chief Investment Officer of New York Life Investment Management
Creating a dedicated CIO role is the logical next step as we build out our global management structure.
09/18/2015
EY boosts team with Staples hire
His team will play a key role in the coordination of these services to help organizations review and analyze their global needs, systems and policies, and address specific regulations in each market in which they operate.
09/18/2015
Paradigm Resource Management interim CEO
As the company is repositioning its strategy forward, Mr. Otazo will also assume the position of interim Chief Executive Officer.