11/23/2015
Morgan Stanley Hires Private-Wealth Team From Credit Suisse
The 13-person team is led by Richard Zinman, Anthony Dertouzos and John Moreno
People Moves
11/20/2015
Oppenheimer & Co. team jumps to Jefferies wealth management unit
Six-member team is based in Atlanta and includes emerging markets chief Greg Fisher and financial advisers, according to a source familiar with the move
11/20/2015
Oppenheimer & Co. team jumps to Jefferies wealth management unit
Six-member team is based in Atlanta and includes emerging markets chief Greg Fisher and financial advisers, according to a source familiar with the move
11/20/2015
Bank of America names new KC market leader, replaces Ovel
Jankowitz is a 2000 graduate of Rutgers University, earning a bachelor's degree in mathematics.
11/20/2015
William Blair Continues the Expansion of Private Wealth Management with the Addition of Lawrence D. Gilbert
Mr. Gilbert, a veteran financial advisor, focuses on business owners, high-net-worth families, and private foundations.
11/20/2015
$1.8B Team Jumps to UBS
UBS said it recruited two teams from Credit Suisse, one of which managed approximately $1.8 billion in client assets.
11/20/2015
State Street Strengthens Technology Leadership Team
Promotes Chris Perretta to Newly Expanded Enterprise Data & Technology Role and Appoints Antoine Shagoury to Global Chief Information Officer
11/19/2015
UBS Nets Advisors With $3.5B in Combined AUM
Among UBS' recent hires is a two-member team that generated $4.6 million in revenue and oversaw $462 million in client assets.
11/19/2015
Sun Life Investment Management chooses new CIO
Mr. Brown was managing director and global head of insurance and pension solutions at Deutsche Asset & Wealth Management.
11/19/2015
Trio join Berkshire Bank's wealth management team
Shawn Howard, Tom Barney and Colleen Lussier have joined Berkshire Bank's Wealth Management team
11/19/2015
Multifamily Finance Expert Joins Leading Commercial Real Estate Finance Firm
Mr. Peterson furthers Walker & Dunlop’s strategic goal of increasing its multifamily Agency originations, particularly in areas outside of the market rate product caps.
11/19/2015
Leading Washington, DC-based Investment Sales Team Joins Walker & Dunlop
With a robust market forecast, the addition of Chris and Will will enhance our investment sales platform and provide our existing clients with additional execution options.
11/18/2015
Amundi Smith Breeden boosts Institutional Market Advisory Group
She will be based in California and report to Elke Urban, Executive Vice President, Chief Market Advisory Officer.
11/18/2015
UBS hires three Credit Suisse teams with $3.2B in assets
Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse
11/18/2015
Robertson Stephens appoints MD in San Francisco
Prior to her tenure at Goldman Sachs she taught Geometry and Calculus at The Albany Academies in New York.
11/18/2015
Lombard International expands family office market
Her appointment continues the momentum of the company's U.S. growth and expands its institutional capabilities.
11/18/2015
Deutsche money management unit adds co-head of alternatives coverage
The firm created an alternatives investment specialist team, which is responsible for retail and institutional coverage of liquid and illiquid alternatives.
11/18/2015
Swiss private bank parts way with U.S. private-banking head
He will leave in the spring
11/18/2015
Asia’s global investment bank makes six senior hires in the Americas
“We are pleased to welcome these talented and experienced bankers to our team, their expertise and leadership will help to contribute to our growth.”
11/18/2015
Wells Fargo names Sloan president, chief operating officer
The San Francisco-based bank said Tuesday that Tim Sloan will take on the role effective immediately.