09/03/2015
Max names new wealth manager
Cowell is returning to join the growing investment services team of investMAX.
People Moves
09/03/2015
UBS Wealth hires adviser from BofA Merrill
Lipari managed about $1.3 million in assets at Merrill Lynch.
09/03/2015
Evercore, Rothschild Hiring for Brazil Debt-Restructuring Wave
Restructuring firms are increasing staff as the contraction in Latin America’s biggest economy intensifies.
09/03/2015
Standard Life Investments names U.S. business development director for Taft-Hartley plans
The position is new. Mr. Silk will lead SLI's sales efforts for Taft-Hartley pension funds.
09/03/2015
Pioneer Investments Hires New Institutional Business Development Officer in the U.S.
We’re seeing increasing acceptance of our capabilities in the institutional market across a range of strategies.
09/03/2015
Chemung Canal Promotes Two Executive Officers
In this capacity Mr. DiFabio will oversee the Chemung Canal and Capital Bank commercial lending teams.
09/02/2015
Morgan Stanley Hires Three Financial Advisers
One comes from Barclays PLC’s U.S. wealth-management division, just ahead of Stifel deal closing
09/02/2015
LPL Financial Welcomes Washington-Based Wealth Advisor
Joining LPL Financial is an excellent opportunity for Cornerstone's clients
09/02/2015
Sorensen joins Arcis Capital
Prior to joining Arcis, Steven was the International Operations Vice President of Manhattan Regional Center for over five years.
09/02/2015
Signature Family Wealth Advisors Appoints Chief Investment Officer
Prior to joining Signature, Jallits worked at Cambridge Associates, Citigroup
09/02/2015
Ingenious AM creates dedicated US service
The creation of IAM-US now formalises the offering.
09/01/2015
TorreyCove promotes one to VP and hires another as VP
In his position as Vice President he will lead the identification, due diligence, and selection of private market investments.
09/01/2015
Berkshire Bank appoints Cologero as wealth portfolio manager, regional leader for New York
Cologero will lead Berkshire Bank’s wealth-management initiatives for the New York state region, while working closely with other executives on the investment portfolio.
09/01/2015
Larry Roth Quits RCS Capital Board
Mr. Budko has informed the board he will concentrate his energies on his responsibilities in connection with the recently announced creation of AR Global Investments
08/31/2015
BNY Mellon Appoints President of BNY Mellon Markets Group
New president brings to the Markets Group outstanding qualifications and extensive leadership experience in global fixed income, FX, equity markets, collateral services, clearing, and electronic trading
08/31/2015
TCF Financial Corporation Names Craig Dahl Chief Executive Officer Effective January 1, 2016
After the completion of a thorough succession planning process, the Board of Directors has unanimously chosen Craig Dahl to lead TCF into the future
08/28/2015
Bank of America Names Brandon Greenville Market President
As market president, Brandon will be Bank of America’s leader in the Greenville market.
08/28/2015
Northern Trust Grows Retirement Business
He has published extensively in periodicals including the Journal of Retirement, Journal of Pension Economics and Finance and Financial Analysts Journal.
08/28/2015
Ventas Announces Senior Vice President Promotions
Promotions Follow Executive Realignments Announced With Spin-Off of Care Capital Properties
08/27/2015
Regions Bank Names Kate Randall Danella as Wealth Strategy and Effectiveness Executive for Regions Wealth Management
A native of Tuscaloosa, Ala., Danella earned a Master of Business Administration degree from Harvard Business School.