09/09/2015
Mackenzie Investments names head of U.S. institutional sales
Mr. McMahon focuses on Mackenzie’s institutional strategies, initially concentrating on global and international growth equity, global natural resources and global value equity.
People Moves
09/09/2015
Merrill Team Departs to Offer Family-Office Services
A lot of advisers are looking for more ways to differentiate themselves
09/09/2015
Jim Fitzpatrick Named President of NICSA
As President, Jim will lead the respected organization through the next phase of growth
09/09/2015
Investacorp adds Michael Nobile, Scott Hinchey, Michael McCabe, and David Tauber with a combined AUM of $250 million in Client Assets
They have a combined AUM of $250 million and maintain three different offices in Connecticut.
09/09/2015
Pitcairn Names Mark McCarron Managing Director
He will also be a member of the investment strategy, investment policy, due diligence and operating committees.
09/09/2015
Willis Names Lockton’s Silverstein Senior VP for National Casualty
In this role, Silverstein will support workers’ compensation, primary and excess casualty, product recall and international casualty products.
09/07/2015
Deutsche hires former Citi banker for US push
The appointment of the 20year industry veteran will be announced next week.
09/03/2015
Dawn Ripkey joins U.S. Bank Wealth Management as adviser
She has more than 25 years of experience in the banking and financial services industry
09/03/2015
Fortress Hedge-Fund Executive Stuart Bohart Has Left Firm
Departure follows period of disappointing performance and investor withdrawals
09/03/2015
Sequoia Capital loses three partners
Warren Hogarth has been with the firm since 2008
09/03/2015
JLT Specialty Insurance Services Inc. Announces Appointment of Andrew Pelzer as Vice President, Transaction Advisory Practice
This announcement comes as JLT Specialty USA continues its strategy in expanding its core capabilities in the key industry
09/03/2015
Max names new wealth manager
Cowell is returning to join the growing investment services team of investMAX.
09/03/2015
UBS Wealth hires adviser from BofA Merrill
Lipari managed about $1.3 million in assets at Merrill Lynch.
09/03/2015
Evercore, Rothschild Hiring for Brazil Debt-Restructuring Wave
Restructuring firms are increasing staff as the contraction in Latin America’s biggest economy intensifies.
09/03/2015
Standard Life Investments names U.S. business development director for Taft-Hartley plans
The position is new. Mr. Silk will lead SLI's sales efforts for Taft-Hartley pension funds.
09/03/2015
Pioneer Investments Hires New Institutional Business Development Officer in the U.S.
We’re seeing increasing acceptance of our capabilities in the institutional market across a range of strategies.
09/03/2015
Chemung Canal Promotes Two Executive Officers
In this capacity Mr. DiFabio will oversee the Chemung Canal and Capital Bank commercial lending teams.
09/02/2015
Morgan Stanley Hires Three Financial Advisers
One comes from Barclays PLC’s U.S. wealth-management division, just ahead of Stifel deal closing
09/02/2015
LPL Financial Welcomes Washington-Based Wealth Advisor
Joining LPL Financial is an excellent opportunity for Cornerstone's clients
09/02/2015
Sorensen joins Arcis Capital
Prior to joining Arcis, Steven was the International Operations Vice President of Manhattan Regional Center for over five years.