11/16/2015
Vance Gray Wealth Management adding tax strategy and planning services
When it came time for us to expand and add this division to our business, Andy was the natural choice for me to head it up.
People Moves
11/13/2015
Partridge Snow & Hahn Executive Joins Washington Trust Wealth Management
Prior to joining Washington Trust, Ryan was a partner at the law firm Partridge Snow & Hahn.
11/13/2015
Deutsche Asset & Wealth Management continues to expand Institutional Global Client Group in the Americas
Reuter joins Deutsche AWM from Mercer Investments, where she spent over a decade and most recently served as Principal and Head of US Real Estate.
11/12/2015
Deutsche Bank announces new investment banking management team
The corporate and transaction banking operations have been brought together in a Corporate & Investment Banking unit to be overseen by current investment bank co-head Jeff Urwin.
11/12/2015
BNY Mellon names Rob Klingensmith wealth director
Klingensmith joins from Pilatus Bank, where he was chief executive in charge of banking operations and oversight of ultra-high net worth client engagement.
11/12/2015
Aegon Asset Management Expands U.S. Distribution
Ron Shortenhaus Named Director of U.S. Consultant Relations
11/12/2015
Partridge Snow & Hahn Executive Joins Washington Trust Wealth Management
Kathleen A. Ryan, Esq. Named SVP, Wealth Management Client Services, Trust and Estate Services
11/11/2015
Cowen Group beefs up brokerage services unit with three hires
Wildish was most recently managing partner at private equity fund Corporate Partners.
11/11/2015
Macquarie Capital Strengthens US Energy Platform
Mr. Parish brings nearly two decades of investment banking experience
11/11/2015
Fidelity Bank Adds VPs At Two Worcester County Locations
In their new positions, Smith and Vargas will coach their respective staffs and assist clients based on Fidelity’s LifeDesign banking program.
11/11/2015
BlackRock Hires Ex-JPMorgan's Loomis Tighe for Family Offices
At JPMorgan, Loomis Tighe was in charge of fixed income at the private banking business on the west coast and the southern region.
11/11/2015
Merrill Lynch team with $700M AUM leaves to launch RIA
Four advisers start Cardan Capital Partners in Denver
11/11/2015
Raymond James Adds Billion-Dollar Group in Guam
The Asia Pacific Group was formerly with Morgan Stanley, where it had about $3 million in yearly production
11/11/2015
TD Bank shakes up senior management ranks
TD president and CEO Bharat Masrani says the changes, which take effect on Jan. 2, were spurred by the retirement of Fred Tomczyk
11/11/2015
Grant Thornton grows Philadelphia Audit practice
Judd Wright joins as managing director to enhance asset management capabilities
11/11/2015
Wilton's Commonfund Names New Chief Investment Officer
At Commonfund, Anson will serve on the firms Operating Committee and will chair the Investment Policy and Asset Allocation Committees.
11/11/2015
BNY Mellon Wealth Management names national director
BNY Mellon Wealth Management had more than $183 billion in private client assets at the end of September.
11/10/2015
DuPont Names Breen CEO
He is expected to forge ahead with plans to reduce costs as DuPont contends with deep challenges in its main markets --
11/10/2015
Canaccord Genuity Names Coyne to Head U.S. Investment Bank
Canaccord Genuity Group Inc. promoted Dan Coyne to lead U.S. investment banking as part of a reorganization that includes cutting institutional high-yield fixed-income trading in the U.S. and the loss of 15 jobs.
11/09/2015
Merrill Brokers Managing $700 Million Go Independent
Four advisers to join growing ranks of breakaway brokers