11/17/2016
Global real assets CEO retiring from J.P. Morgan Asset Management
JPMAM's global business management and product development.
People Moves
11/17/2016
Odeon Capital Group LLC Announces Key New Hire and Expansion of Equity Platform
He then moved to Pali Capital before starting his own financial services company.
11/17/2016
CHMWarnick appoints Maxine Taylor Senior Vice President of Asset Management
In her new role, Taylor will oversee asset management operations from the company’s new San Francisco office
11/17/2016
Invesco co-head of high yield bonds exits
His co-head of high yield fixed income, Scott Roberts, has assumed sole leadership of this area.
11/16/2016
Northern Trust Names Michael G. O’Grady President
He has deep industry experience, a keen understanding of Northern Trust.
11/16/2016
Artivest Hires Two For Strategic Roles as Momentum Continues
Artivest has strengthened its management team with the appointments of new director of business implementation and new senior manager of client services
11/16/2016
Wealth Management Firm The Dowling Group Hires William Ludington To Head Business Development
His drive and enthusiasm for business development will be integral to our strategic plan.
11/16/2016
Lincoln Financial Network Names Scott Witeby Senior Vice President and Head of Finance
Financial Services Industry Veteran with More Than 16 Years of Experience Joins Lincoln from LPL Financial
11/16/2016
Strategic Wealth Partners Adds Mark Weil as Wealth Advisor
His disciplined approach to managing risk and deep knowledge of investing will serve our clients well.
11/16/2016
Lombard International Appoints Head of Latin America
Former UBS Deutschland AG Head of Wealth Management, Latin America joins to lead Latin American sales
11/16/2016
California Hedge Fund Association (CHFA) Announces Lauri Martin Haas Joins Board of Directors
Haas holds a BS degree in accounting with honors from the State University of New York at Albany
11/16/2016
BNY Mellon Wealth Management names new senior wealth director
He will report to Regional President Robert Kricena.
11/16/2016
Eze Software Names Jeffrey Shoreman Chief Executive Officer
Eze Software Group has appointed New President and CEO, and a newly created Executive Chairman role
11/16/2016
Andersen Tax appoints private client service MD
Following completion of the deal, FWD Group will maintain AFLI’s existing life insurance distribution agreements with AIG Japan.
11/16/2016
Lazard Expands Shareholder Insight Capabilities for Clients
Andrew Tryon Whittaker has joined the group as a Managing Director
11/16/2016
Senior local banking exec to step down, successors named
He will retain the title until his retirement but will relinquish the leadership of the trust department on December 31, with a formal retirement in the third quarter of 2017.
11/16/2016
John S. Weinberg to Join Evercore as Executive Chairman
As we continue to build Evercore towards becoming the one, truly elite global advisory firm.
11/15/2016
Northern Trust Asset Management Strengthens Liquidity Solutions Team
New Senior Liquidity Specialist for Northern Trust Asset Management
11/15/2016
Imperial Capital Continues Growth of Global Corporate Credit Business in the UK
Imperial Capital's team of investment professionals will also be in Paris and London this week, bringing the Firm's Best Ideas Presentation Series
11/15/2016
Nasdaq just crowned one of the most senior women on Wall Street
Robert Greifeld Nasdaq Chairman of the Board