08/18/2015
World Long-Drive Champion Tim Burke Joins VisionQuest Wealth Management
VisionQuest Wealth Management announced today that Tim Burke has joined the firm as Managing Director of service activities in Orlando, Florida.
People Moves
08/18/2015
LPL Financial grabs Wells Fargo Advisors technology exec, adds new client
The country’s largest independent broker-dealer tapped Anthony Perkins to serve in the newly created role of executive vice president of technology product development.
08/18/2015
First National Bank President John C. Williams, Jr., Announces Retirement
With his extensive experience and proven commitment to employee development, Williams has been instrumental in building out teams and capabilities throughout the Bank.
08/18/2015
Gibraltar exec joins TotalBank
Pelham will be responsible for TotalBank’s private client group division, which also houses the bank’s wealth management arm, and for developing and adding new client relationships.
08/18/2015
Parker Poe Announces Trusts & Estates Planning Practice Growth
Attorneys Andrew Dana and Jeffery Morris Join Tax Practice Group in Charlotte Office
08/16/2015
Standish Mellon Asset Management Appoints new CEO
He has been at Standish for over 20 years, joining the firm as a portfolio manager and analyst for U.S. domestic fixed income in 1995.
08/14/2015
Robertson Stephens Advisors names new President
He was a Senior Associate with the original Robertson Stephens
08/14/2015
LPL Financial Welcomes Napa Valley Advisor
Cordeiro and his staff customize financial plans designed to address each client's individual short and long-term goals, risk tolerance and financial life in its entirety.
08/13/2015
Wells Fargo’s Michael J. Heid to Retire
Heid will continue in his current leadership role at Wells Fargo until Sept. 30, 2015
08/13/2015
Joe Huddleston Joins EY Indirect Tax Practice from Multistate Tax Commission
He graduated from the University of South Carolina with a B.A. in Political Science
08/13/2015
UBS appoints new roles in FX, rates, credit group
Other appointments in the FRC unit included Giuseppe Nuti, who will become head of U.S. rates trading on Nov. 1.
08/13/2015
CBRE names global investment chief as Dubai staffs up
Ferguson will continue as chief executive officer and co-CIO of the affiliate's CBRE Clarion Securities unit
08/12/2015
OppenheimerFunds Adds Ruta Ziverte to New Multi-Sector Fixed Income Team
Jersey received an M.A. in Economics from New School University
08/12/2015
UBS Names Gerard Cremoux Co-Chairman of Latin America Business
The firm has made progress in Latin America
08/12/2015
Grant Thornton grows national Financial Services Advisory practice
Paul Makowski joins as managing director to enhance risk management capabilities
08/12/2015
Cantor Fitzgerald Expands Portfolio Solutions Team with Key Hires
The team will report to Michael Gardner, Global Head of Portfolio Solutions.
08/12/2015
Credit Suisse names Pedro Jorge Villarreal Mexico CEO
Mr. Villarreal will continue to hold his current role as the co-head of the Investment Banking Department for Latin America, excluding Brazil.
08/11/2015
FolioDynamix Adds Investment Solutions Executive
The VisX program has tremendous momentum right now
08/11/2015
Greenwood Capital appoints Director of Wealth Management
In his new role as Director he is managing the team of Wealth Management professionals
08/11/2015
RBC Wealth hires Starr Group from Stifel Financial
The duo will join RBC Wealth's office in mid-town New York.