09/02/2015
Signature Family Wealth Advisors Appoints Chief Investment Officer
Prior to joining Signature, Jallits worked at Cambridge Associates, Citigroup
People Moves
09/02/2015
Ingenious AM creates dedicated US service
The creation of IAM-US now formalises the offering.
09/01/2015
TorreyCove promotes one to VP and hires another as VP
In his position as Vice President he will lead the identification, due diligence, and selection of private market investments.
09/01/2015
Berkshire Bank appoints Cologero as wealth portfolio manager, regional leader for New York
Cologero will lead Berkshire Bank’s wealth-management initiatives for the New York state region, while working closely with other executives on the investment portfolio.
09/01/2015
Larry Roth Quits RCS Capital Board
Mr. Budko has informed the board he will concentrate his energies on his responsibilities in connection with the recently announced creation of AR Global Investments
08/31/2015
BNY Mellon Appoints President of BNY Mellon Markets Group
New president brings to the Markets Group outstanding qualifications and extensive leadership experience in global fixed income, FX, equity markets, collateral services, clearing, and electronic trading
08/31/2015
TCF Financial Corporation Names Craig Dahl Chief Executive Officer Effective January 1, 2016
After the completion of a thorough succession planning process, the Board of Directors has unanimously chosen Craig Dahl to lead TCF into the future
08/28/2015
Bank of America Names Brandon Greenville Market President
As market president, Brandon will be Bank of America’s leader in the Greenville market.
08/28/2015
Northern Trust Grows Retirement Business
He has published extensively in periodicals including the Journal of Retirement, Journal of Pension Economics and Finance and Financial Analysts Journal.
08/28/2015
Ventas Announces Senior Vice President Promotions
Promotions Follow Executive Realignments Announced With Spin-Off of Care Capital Properties
08/27/2015
Regions Bank Names Kate Randall Danella as Wealth Strategy and Effectiveness Executive for Regions Wealth Management
A native of Tuscaloosa, Ala., Danella earned a Master of Business Administration degree from Harvard Business School.
08/27/2015
UBS signs up advisers with $870 million AUM from Merrill Lynch
Four advisers previously brought in $4.6 million in annual revenue
08/26/2015
Aequitas Capital Appoints Two New Members to Executive Management Team
Their prudent leadership and strategic financial expertise will help grow our business portfolio and allow our partners to reach their financial goals.
08/25/2015
Guggenheim Hires Jefferies’s Rohan for Restructuring Role
Alex has extensive experience advising companies and creditor groups in all aspects of restructuring and recapitalization situations
08/25/2015
Lazard Middle Market hires consumer retail banker
Pund was co-founding partner and managing director of Silver Steep Partners, a boutique investment bank focused on the active outdoor industry.
08/25/2015
Key Private Bank names Cleveland market sales leader
He is one of a couple new hires made under Terry Jenkins
08/25/2015
Regions Bank appoints head of Corporate Trust for Wealth Management’s Institutional Services
She has a diverse and extensive background in the corporate trust arena
08/25/2015
Rubenstein Hires in Financing, Acquisitions, and Asset Management
Scott joins us to oversee our lender relationships and manage financing of assets in our portfolio, while Jon and Conor will expand our base of talent in acquisitions and asset management.
08/24/2015
Marlin appoints AVP of Sales for Alliance Development
In her new role she will lead Marlin's business development efforts in creating strategic alliances with banks and other partners who focus on the needs of small businesses.
08/24/2015
Brennan Investment Group names Managing Principal
In addition, Mr. O'Halloran will advise on special acquisition and development projects.