02/09/2016
Brad Busse Joins Merriman Capital's Financial Entrepreneur Platform
Brad`s extraordinary background and network will add to our flow of growth companies looking for strategic advice and growth capital.
People Moves
02/08/2016
Citigroup Leveraged-Finance Chairman Matas to Depart Bank
Matas became chairman of the group in January 2013
02/08/2016
Bridgewater Heir Apparent in Talks to Give Up Co-CEO Role
Greg Jensen, presumed successor to Ray Dalio, may take on changed role
02/08/2016
Blaylock Beal Van Hires Veteran Muni Banking Executive Faye Boatright
Ms. Boatright will be based in BBV’s New York City office and report to Chairman Bernard Beal, who oversees BBV’s municipal operations.
02/07/2016
Andrew Ross named CEO of CurveGlobal
Andrew Ross will join LSE's new futures exchange, CurveGlobal, from Morgan Stanley. BNP Paribas becomes seventh bank shareholder.
02/07/2016
AlphaSimplex Group Appoints Alistair Lowe as Senior Advisor to Investment Committee
Adds Client Portfolio Manager Brent Mathus
02/06/2016
Lynn Tilton steps down from flagship credit funds
Tilton tried to force one of the funds into bankruptcy in November to keep MBIA from taking over the assets.
02/05/2016
Morgan Stanley Shuffles Fixed Income Leadership: Memo
Jakob Horder, who was global co-head of rates, will head European fixed income and commodities.
02/04/2016
Barclays's Distressed, High-Grade Trading Heads Said to Exit
Adam Yarnold, who leads the bank’s securitized-debt trading team, will add the distressed-debt role to his responsibilities
02/04/2016
Wells Fargo cutting jobs in its securities unit
The displaced employees include managing directors – high-level jobs that can draw seven figures in compensation
02/04/2016
Wells Fargo cutting jobs in its securities unit
Wells Fargo Securities, which employs about 5,000 worldwide, offers Wall Street-style services to corporate clients
02/04/2016
US's Pershing Names New CEO
As part of the leadership transition, he will serve as an executive advisor over the next year working closely with Dolly, Pershing's executive committee and key clients.
02/04/2016
Boston Private’s latest hire amid churn? A seven-foot ex-NBA player
One of its most recent hires shouldn’t have much trouble adjusting to his new role at the company
02/04/2016
Leadership Team Investments Continue at FolioDynamix With New Head of Marketing
Innovative, Renowned FinTech Marketing Expert, Meghan McCartan, is Latest to Join Seasoned Executive Team
02/03/2016
The Colony Group Names Four New Principals
Terri Feeney is the Chief Financial Officer of The Colony Group and has an extensive background in sophisticated accounting and tax matters.
02/03/2016
BCRS Associates members join EY Private Client Services
With the addition of the BCRS team, the US firm will further expand its current service offerings of income and estate planning, charitable gift planning and cross border tax compliance.
02/03/2016
Former Senior OFAC Official Joins Alston & Bird as Partner in Washington, DC
Most recently, he served for more than five years as OFAC’s assistant director for enforcement.
02/03/2016
Alston & Bird Adds 5-Lawyer Corporate Group in Dallas, Including 2 New Partners
The new partners collectively spent more than 30 years together as partners at their former firm.
02/03/2016
Two SVPs Join Private Client Reserve In L.A.
Both Hodges and Dunphy served as senior directors at EFG Capital, wealth management directors at Bank of New York Mellon and vice presidents at Deutsche Bank.
02/03/2016
Baker Tilly Adds Financial Services Partner, Enhances Services to Asset Management Clients
He consults on a wide range of fund structures, including master-feeders, multi-tiered partnerships, managed account platforms, strategic investor relationships and seed arrangements.