03/30/2016
Ex-CalPERS CIO to Lead Alaska Permanent
Russell Read has been named CIO, replacing Jay Willoughby.
People Moves
03/30/2016
Mark Dobbs Joins Alliant Real Estate Group
Dobbs also worked within the real estate industry as a Senior Investment Consultant specializing in the multifamily market and within the investment banking sector in London.
03/29/2016
Altman Vilandrie & Company Names Schwechel Principal Strategy, Product Development Expert to Advise Firm’s Technology Clients
He will operate out of the firm’s Boston headquarters.
03/29/2016
Credit Suisse Hires Lazard's Cohen for Retail Banking Deals
Cohen joined Lazard in 2009 from UBS Group AG and was most recently global head of retail.
03/29/2016
Former Alston & Bird partner Burton joins Jones Day
Much of her work has focused on financial institutions providing credit facilities to REITs and other real estate finance companies.
03/29/2016
Partner Solutions Joins The Merriman Capital Financial Entrepreneur Platform
Partner Solutions Capital Group is a boutique advisory firm providing investment banking and advisory services to companies
03/28/2016
Venable Adds Leading Wealth Management Team
Venable's client base includes owners of closely held businesses and their families
03/28/2016
Bliss is new chief of Fidelity's commercial banking
He received his master's degree in business administration from Babson College and his bachelor’s degree from the University of New Hampshire.
03/28/2016
Indian-American named President, CEO of Bank of the West
It is a unit of French banking giant BNP Paribas. Nandita Bakhshi also serves on the board of the Consumer Bankers Association
03/28/2016
Toniic Institute Announces New CEO
Adam Bendell, former CEO of Strategic Discovery and CINO of FTI Consulting, named to lead Toniic Institute
03/24/2016
Santander Names Sarah Lindstrom As New Region President For The Bank's Southern And Western New England Region
New Appointment Rounds Out Santander's Consumer and Business Banking Leadership Team
03/24/2016
James B. Marchetti And Caleb Porter Join First Republic
Merrill Lynch Senior Financial Advisors Become Part Of Growing Team In San Francisco
03/24/2016
LANB Welcomes New Chief Wealth Strategies and Fiduciary Officer
Zaleski holds a Bachelors of Business Administration degree in finance from American International College, Springfield, MA
03/24/2016
PJT hires media banker from Credit Suisse
At PJT, Gilbert will cover the information services industry as part of the media banking team, which specializes in everything from traditional and digital media to sports, the sources added.
03/24/2016
UBS hires BofA manager to head Cincinnati complex
UBS Wealth, the biggest wealth manager in the world with $1.9 trillion in assets
03/24/2016
Santander Bank Hires Two from JPMorgan
Leon-Cruz led business in seven districts for JPMorgan in the Queens and Bronx markets in New York
03/23/2016
Cohen & Steers Appoints Head of Wealth Management Defined Contribution
Charlie Wenzel has joined Cohen & Steers as Senior Vice President, Head of Wealth Management Defined Contribution.
03/23/2016
Cohen & Steers Appoints Head of Wealth Management Defined Contribution
Mr. Wenzel comes to Cohen & Steers from Ascensus, the largest independent retirement and college savings services provider in the United States
03/22/2016
Former Heinz, Del Monte execs join private equity group
Advent International said Monday it had named Todd Lachman and Larry Bodner as senior advisers to the Boston-based company to help evaluate investments in consumer products companies.
03/21/2016
SS&C Names Former JP Morgan Fund Admin Exec Miller as SVP
Miller will report to Rahul Kanwar, who is head of SS&C Alternative Assets.