02/26/2015
Jay Novatney Joins PT Asset Management (PTAM) as Chief Operating Officer
During his tenure at CFIP, he managed a variety of senior-level functions including the firm’s operations, finance, legal and compliance activities.
People Moves
02/25/2015
RBC Wealth Management-U.S. Hires Former J.P. Morgan Executive to Launch Service Focused on Companies and Executives
RBC Wealth Management-U.S. has hired 30-year financial services veteran Nuri Benturk to lead its Corporate & Executive Services group, a new business line that will specialize in serving corporations and their executives.
02/25/2015
U.S. Bank Hires Wealth Management Advisor
Previously, Zises was vice president at Family Management Corporation
02/25/2015
U.S. Bank Hires Wealth Management Advisor
He will connect clients with the bank’s wealth management services in private banking, trusts and estates and wealth planning.
02/25/2015
Piper Jaffray Adds Three Senior Bankers to Capital Markets Group
Piper Jaffray Companies announces that senior bankers Len Sheer, Amrit Agrawal and Bob Lauria joined the Piper Jaffray debt capital markets group to help lead the expansion of the firm’s debt capabilities
02/25/2015
Raymond James hires two advisers from LPL Financial
Raymond James & Associates, Raymond James Financial Inc's broker-dealer, hired John Sedberry and Zachary Jones as advisers in its San Diego office
02/25/2015
The Principal Financial Group announces senior leadership and structural changes
Additionally, distribution teams will align with and report into each operating segment.
02/25/2015
Bank of America Americas equities boss retires
He will remain in his role for a short transition period and a new management structure will be announced in the coming weeks, according to the memo written by Fabrizio Gallo, head of global equities at BofA Merrill.
02/25/2015
BNP Paribas Securities Services appoints head of Brazil
“Andrea has played an important role in the development of our global offering for asset managers and I am delighted to see him take the lead of our Brazil office. His new appointment positions us well for future growth in the country.”
02/25/2015
BNY Mellon Investment Management names head of investment strategy
BNY Mellon Investment Management, a unit of Bank of New York Mellon Corp, appointed Ralph Studley to the newly created position of director of investment strategy
02/24/2015
Raymond James Unit Hires Advisors from Ameriprise
Raymond James & Associates hired a team of advisers from Ameriprise Financial Services Inc, a unit of asset manager and brokerage firm Ameriprise Financial Inc .
02/24/2015
Hedge fund Greylock hires new head of research
Hedge fund Greylock Capital Management has hired Jonathan Prin as its new managing director and head of research
02/24/2015
Jefferies Said to Name New Tech Heads
Prem Parameswaran has left Jefferies Group as its global head of media and telecommunications investment banking
02/23/2015
J.P. Morgan Asset Management taps former exec for director of applied research role
Mr. Griggs was previously a senior portfolio manager at Rogge Global Partners
02/23/2015
3i Group adds 3 advisers to private equity business
Investment management firm 3i Group Plc hired Christoph Rinnert, Michael Bernard and Rutger Vos as advisers in its private equity business in Europe and North America.
02/20/2015
Altisource Asset Management Corporation Announces Appointment of George Ellison as Chief Executive Officer; Ashish Pandey Becomes Executive Chairman
Mr. Ellison held several roles over his career at Bank of America
02/20/2015
Willis Names Christine LaSala Chair, Willis North America
The challenges facing the North American business community today are global in scope
02/20/2015
U.S. Bank names Taskeen Pagany as private banker
The Private Client Reserve provides comprehensive wealth management services to individuals and families with $3 million or more in net worth.
02/20/2015
Raymond James hires brokers in Chicago who managed $500 mln
William Blair is a boutique financial services firm with around 80 financial advisers in its private wealth management division
02/20/2015
Top RBC selector quits to join newly-created consultancy unit
The head of equity fund selection for RBC Wealth Management's discretionary units, Marco Galvan, has left the company