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People Moves

12/08/2016

Lazard Elects Michelle Jarrard to Board of Directors

Lazard's business is built on human capital and relationships, and she brings more than 25 years of experience in global human resources

12/08/2016

Bart Zandbergen Joins Optivest Wealth Management as Partner and Senior Wealth Advisor

Laguna Beach resident and in-demand Wealth Advisor Bart Zandbergen is ringing in the New Year, as well as Optivest Wealth Management's 30th Anniversary, by joining their elite team of esteemed professionals.

12/07/2016

Santander Consumer Adds Former Ally Exec, Treasury Official to Board

During his Ally career he oversaw the dealer financial services business and was responsible for its global auto finance, insurance, vehicles remarketing and servicing operations.

12/07/2016

BNY Mellon Wealth Management hires new wealth director

Raiser-Umberger, who joined BNY Mellon in October, was earlier vice-president and wealth adviser at First Niagara Private Client Services for five years.

12/07/2016

This financier left Wall Street to start a marijuana chocolate company

Less than 10 years ago, unlabeled pot brownies dominated shelves at dispensaries. Patients rarely knew how much of the drug they were eating until the high hit.

12/07/2016

Allstate Names John Dugenske Chief Investment Officer

Dugenske will oversee Allstate's $81 billion investment portfolio.

12/07/2016

Credit Suisse just made a major hire for its hottest new division in New York

He spent nearly 17 years at Citigroup before joining Credit Suisse as a managing director in November.

12/07/2016

Alston & Bird Adds Two Litigation Partners in New York

He also has experience in real estate and construction litigation and has tried cases to verdict both in New York and New Jersey.

12/07/2016

Signature Bank Expands Private Client Banking Network with Appointment of Several Veteran Bankers

These appointments are reflective of the type of continued entrepreneurial culture and spirit of our Bank.

12/07/2016

Calamos Investments Appoints Matt Freund as Co-Portfolio Manager, Joining Teams Responsible for Numerous Mutual Funds and Closed End Funds

We continue to execute on our mission to strengthen our existing capabilities and set the stage for new investment opportunities in key arenas.

12/06/2016

LPL Financial CEO Mark Casady to Retire

LPL has named President Dan Arnold to succeed Casady. The leadership change comes as the firm is reportedly looking to sell itself.

12/06/2016

Bires joins 50 South Capital Advisors as product strategy and IR director

50 South Capital Advisors, a subsidiary of Northern Trust Corp, has named Chris Bires as a director of product strategy and investor relations. Previously, Bires worked at Citadel where he was most recently a director of global distribution. And prior to

12/06/2016

XL promotes Keller to investment chief

New Chief Investment Officer For XL Group, Named

12/05/2016

KPMG Names Managing Partner for Silicon Valley Office

The strategic direction and growth of the Silicon Valley office and for building on KPMG’s reputation as a great place to build a career.

12/05/2016

Adviser Mary Jo Metro named to Raymond James Leaders Council

This marks the fourth consecutive year that Metro has qualified for the honor Read more: http://www.lowellsun.com/business/ci_30629749/adviser-mary-jo-metro-named-raymond-james-leaders#ixzz4RxLd4jBx

12/02/2016

Raymond James says Thomas James to become chairman emeritus

His commitment to cultivating a culture grounded in conservative and independent decision-making, and always putting the client first is what allowed Raymond James to survive

12/02/2016

UBS Hires Top Manager From Deutsche

He will also take a seat on the executive committee of UBS Americas.

12/02/2016

Waterloo Capital appoints Woodward as partner and CIO

Mr. Woodward brings a wealth of experience from within the investment industry

12/02/2016

NextCapital Appoints Matt Clink As Chief Investment Officer

Leading retirement and institutional asset management executive

12/02/2016

Putnam Investments Names Equity Research Leadership

Sam Cox and Kate Lakin to Spearhead Firm’s Fundamental Stock Research Efforts

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