08/16/2016
HSBC names U.S. retail banking head
He will also serve as a member of the HSBC U.S. retail banking and wealth management executive committee, the bank said.
People Moves
08/16/2016
Alternative Asset Manager RueOne Investments Appoints Michael Caro Director of Partnerships
He was a Vice President in the fixed income group, leading sales for hedge funds and mutual funds focused on high yield and distressed credit.
08/15/2016
Ropes & Gray Makes Key Addition to Private Investment Funds Practice in New York
With more than 300 lawyers in New York, Ropes & Gray is one of the largest law firms in the city.
08/12/2016
Steve Steinberg Named Managing Director of Murphy Asset Management Group
He served as president of MEI Hotels, overseeing a highly successful hotel portfolio as well as the asset management and consulting arm of the company.
08/12/2016
Veteran fund manager Bill Miller leaves Legg Mason after 35 years
Terms of the transaction were not disclosed.
08/12/2016
Wells Fargo Advisors names president and head of the wirehouse
He’s been the head of WFA’s private client group, the brokerage’s largest business channel with 11,000 advisors.
08/12/2016
Abbot Downing names deputy CIO
He has 20 years of experience working as a senior portfolio manager and investment strategist for Wells Fargo Private Bank.
08/12/2016
Citi Bolsters Healthcare Banking Team
The New York-based investment bank has appointed two co-heads of North American healthcare investment banking.
08/12/2016
Merrill Lynch Hires Paul Morris in New York City from Deutsch Bank
He was most recently an advisor at Deutsch Bank’s private bank.
08/12/2016
LLBH Private Wealth Management Names Jeff Fuhrman President
When I joined LLBH three years ago, I was excited by the boundless potential for the firm.
08/12/2016
Wells Fargo Taps New Head of Advisor Group
David Kowach replaces Mary Mack, who is now in charge of the company's retail banking business
08/11/2016
Angel Capital Association Elects New Board Directors
She is an Entrepreneur in Residence at First Flight Venture Center one of the nation's largest high science incubators.
08/11/2016
Hirtle Callaghan Names Ranji Nagaswami Chief Executive Officer
Announcement made by Jonathan J. Hirtle, co-founder and Executive Chairman of Hirtle Callaghan
08/11/2016
KPMG names new top leader in Charlotte
In Charlotte, KPMG employs 450 people and has offices in uptown’s Duke Energy Center.
08/11/2016
1st Global Announces New Senior Leadership in Wealth Platforms and Marketing
The AVP of wealth platforms will play a key leadership role, providing oversight, technical guidance and coaching to 1st Global’s Investment Management Research Group.
08/11/2016
LLBH Private Wealth Management Names Jeff Fuhrman President
He will retain responsibility for the human capital, financial management, operations, technology and marketing efforts of the firm while also focusing on LLBH’s growth initiatives.
08/11/2016
TA Realty Appoints Sean Ruhmann Partner and Portfolio Manager
Mr. Ruhmann was previously an Associate at Banc of America Securities in the Real Estate and Lodging Investment Banking Group
08/11/2016
Schwartz Simon Edelstein & Celso Adds Attorney to Handle Private-Client Compliance
He also keeps clients up to date on the latest developments in employment law, such as wage and hour matters and best practices regarding hiring and firing.
08/10/2016
Raymond James Adds Two Senior Petroleum Engineers To Investment Banking Group
Most recently she was an executive with M&A advisory firm Lantana Energy Advisors, a division of SunTrust Robinson Humphrey.
08/10/2016
Agecroft Partners Appoints Rothschild to Executive Role
He also served more than four years as president of a large alternative investment company that also offered liquid alternative funds.