09/25/2015
Changing scene: Morgan Stanley adds wealth expert
Shartsis advises and manages money for high net worth families and corporations.
People Moves
09/25/2015
Pitcairn Taps Laurie Ressin Martin as Managing Director & DC Office Head
She will report to Averill Jarvis, managing director of client services and head of all of Pitcairn’s relationship teams, effective October 5.
09/25/2015
Deutsche Bank Hires Celeste Guth
Guth will be based in New York and report to Paul Stefanick, Global Head of Investment Banking Coverage and Advisory and Co-Head of Corporate Finance Americas.
09/25/2015
Ben Holman Joins Wunderlich Investment Banking to Head FIG
Holman received his MBA from Washington University’s Olin Business School and a bachelor’s degree from the University of Pennsylvania.
09/25/2015
Advisor Leaves Edward Jones to Form $179M Team with FiNet
FiNet recently recruited five advisors from Triad Advisors with a combined $120 million in AUM.
09/25/2015
Marrinan to join HSBC as head of credit strategy
He started his career at Keefe, Bruyette & Woods in the late 1980s as a sector analyst.
09/24/2015
Wells Fargo FiNet Hires Advisors From Morgan Stanley
All four advisers joined on Sept. 11.
09/24/2015
Swiss private bank scoops up $1.3 billion Merrill private banking teamss private bank set to buy RBS's Coutts International - source
Group of three advisers produced $7.8 million in revenue
09/24/2015
Marie-Hélène S. McAndrew Joins Perella Weinberg Partners as Managing Director
PWP Global Macro strategy is a highly liquid, global macro strategy investing in equity indices, currencies, sovereign debt, credit, and commodities.
09/23/2015
Bank of the West appoints wealth management head from BNP
He also brings valuable retail banking experience having served earlier in his career as head of a retail branch group in Paris.
09/23/2015
FallLine Securities expands team
Bigler Brings Broad-Based Senior Operational Expertise; McCormick Adds Investment Management, Banking, Insurance and Capital Markets Capabilities
09/23/2015
NYC wealth management firm boosts team
He recently published the book, 'A Wealth of Common Sense.'
09/23/2015
Barclays Head of Treasury Trading Said to Leave
He was based in New York, had overseen Treasuries trading at Barclays since 2013 and joined the company in 1999 from Dresdner Kleinwort Benson.
09/23/2015
Cypress Equities welcomes new director
Lance will provide day-to-day leadership and vision for all aspects of asset management
09/23/2015
Bank Leumi appoints Head of Commercial Banking
This is an exceptional time to join Leumi.
09/23/2015
Acadian Asset Management Adds Veteran Portfolio Manager
With nearly two decades of experience in the industry, Kurt brings a unique set of skills and expertise that closely aligns with our investment approach.
09/23/2015
Disney Board Adds Wealth Management Exec
She is a founder of the Institute for the Fiduciary Standard, and serves on the boards of The Coca-Cola Company, Avon Products, Inc., and the Americas Society.
09/23/2015
Private banking giant appoints new managing partner
Before taking on his current job, he ran the firm’s treasury and markets division.
09/22/2015
Lebenthal Adds Co-CEO as Chief Takes Reins of Wealth Unit
Ex-Ally Bank CEO Barbara Yastine will join Alexandra Lebenthal in the top role; Frank Campanale stepping down as wealth chief
09/22/2015
Wells Fargo FINet Grabs 5 Triad Advisors
Gray's partners in the practice include Christina Jesperson, Kevin Terao, Albert Scudder and Judy Tapia.