02/10/2016
Exclusive: Apex Capital CIO departs to launch hedge fund - letter
That new firm is SoMa Equity Partners, and will led by current Apex chief investment officer Gil Simon.
People Moves
02/09/2016
Baker Tilly Expands National Forensic, Litigation and Valuation Services Practice with Strategic Lift-Out
Firm broadens its services to legal counsel with the addition of a leading bankruptcy, restructuring and disputes consulting team
02/09/2016
U.S. Capital Advisors Hires Top Producers from Amegy Bank Investment Management
The team has over 80 years of experience and has worked together for 25 years.
02/09/2016
SEI Expands Canadian Team With Two Key Hires
Appointments to SEI's Institutional Group and Asset Management Distribution Unit Underscore the Company's Focus on Strengthening Its Offering to the Canadian Market
02/09/2016
Brad Busse Joins Merriman Capital's Financial Entrepreneur Platform
Brad`s extraordinary background and network will add to our flow of growth companies looking for strategic advice and growth capital.
02/08/2016
Citigroup Leveraged-Finance Chairman Matas to Depart Bank
Matas became chairman of the group in January 2013
02/08/2016
Bridgewater Heir Apparent in Talks to Give Up Co-CEO Role
Greg Jensen, presumed successor to Ray Dalio, may take on changed role
02/08/2016
Blaylock Beal Van Hires Veteran Muni Banking Executive Faye Boatright
Ms. Boatright will be based in BBV’s New York City office and report to Chairman Bernard Beal, who oversees BBV’s municipal operations.
02/07/2016
Andrew Ross named CEO of CurveGlobal
Andrew Ross will join LSE's new futures exchange, CurveGlobal, from Morgan Stanley. BNP Paribas becomes seventh bank shareholder.
02/07/2016
AlphaSimplex Group Appoints Alistair Lowe as Senior Advisor to Investment Committee
Adds Client Portfolio Manager Brent Mathus
02/06/2016
Lynn Tilton steps down from flagship credit funds
Tilton tried to force one of the funds into bankruptcy in November to keep MBIA from taking over the assets.
02/05/2016
Morgan Stanley Shuffles Fixed Income Leadership: Memo
Jakob Horder, who was global co-head of rates, will head European fixed income and commodities.
02/04/2016
Barclays's Distressed, High-Grade Trading Heads Said to Exit
Adam Yarnold, who leads the bank’s securitized-debt trading team, will add the distressed-debt role to his responsibilities
02/04/2016
Wells Fargo cutting jobs in its securities unit
The displaced employees include managing directors – high-level jobs that can draw seven figures in compensation
02/04/2016
Wells Fargo cutting jobs in its securities unit
Wells Fargo Securities, which employs about 5,000 worldwide, offers Wall Street-style services to corporate clients
02/04/2016
US's Pershing Names New CEO
As part of the leadership transition, he will serve as an executive advisor over the next year working closely with Dolly, Pershing's executive committee and key clients.
02/04/2016
Boston Private’s latest hire amid churn? A seven-foot ex-NBA player
One of its most recent hires shouldn’t have much trouble adjusting to his new role at the company
02/04/2016
Leadership Team Investments Continue at FolioDynamix With New Head of Marketing
Innovative, Renowned FinTech Marketing Expert, Meghan McCartan, is Latest to Join Seasoned Executive Team
02/03/2016
The Colony Group Names Four New Principals
Terri Feeney is the Chief Financial Officer of The Colony Group and has an extensive background in sophisticated accounting and tax matters.
02/03/2016
BCRS Associates members join EY Private Client Services
With the addition of the BCRS team, the US firm will further expand its current service offerings of income and estate planning, charitable gift planning and cross border tax compliance.