12/09/2015
Itau Investment Bank Outgoing CEO to Lead CVC Latin America
The firm is starting a Brazil-focused operation as the country’s recession deepens.
People Moves
12/09/2015
Boutique Investment Bank Mischler Financial Launches International Equities Surge
The new hires include Managing Director Lawrence Peruzzi, a 20-year global trading market veteran whose International Equities experience includes ten years of buy-side trading desk leadership on behalf of Standish Mellon and The Boston Company Asset Mana
12/08/2015
Former UBS Advisor with $300M in AUM Joins RBC
The move comes after RBC recently recruited a Morgan Stanley team that generated $1.3 million in annual revenue.
12/08/2015
Three Credit Suisse Portfolio Managers Join First Republic
All three have significant experience developing comprehensive wealth management solutions for individuals, families, entrepreneurs, businesses and foundations.
12/08/2015
First Republic Bank: Credit Suisse Portfolio Manager Joins First Republic
First Republic is continuing to build its wealth management business through organic growth, strategic acquisitions and the hiring of new teams.
12/08/2015
$200M Merrill Team Leaves for Snowden Lane
Leyva said that the team found that "we are completely aligned [with Snowden] both from philosophical and practical viewpoints
12/08/2015
Wynnchurch Capital expands West Coast team
He previously spent the last six years in the business development group at Platinum Equity
12/08/2015
Truxton Trust Company Promotes Kirkland and Dabbs
Miles is a great strategist and a prudent manager of risk.
12/08/2015
Raymond James Financial Services hires Lancaster Wealth Management team
Raymond James also said Caitlin Abbott will be joining the team as an administrator.
12/08/2015
Credit Suisse Portfolio Manager Joins First Republic
Senior Investment Professional Expands Growing Wealth Management Team In San Francisco
12/08/2015
Macro hedge fund Silver Ridge appoints COO
Page left Citi in April, where he was CAO Global FXLM for eight years
12/08/2015
$1.1B Team Jumps to Wells Fargo
They serve wealthy families, foundations and endowments.
12/07/2015
Paul Allegretti Joins Cushman & Wakefield as Senior Managing Director of Asset Services, East Region
He is a graduate of Fairleigh Dickinson University and earned a M.S. in Real Estate from New York University.
12/07/2015
JPMorgan hires four for Brazil private banking unit, sources say
The four bankers will report to Juliana Pagetti, a managing director for JPMorgan's private banking unit based in São Paulo,
12/06/2015
Former Chief Compliance Officer for Bessemer Trust Joins Venable
He brings wealth of in-house experience in financial compliance and risk management from leading investment advisory and wealth management firms
12/06/2015
Merrill Names New Head of Chief Investment Office
Wolfe previously served as CIO of Merrill Lynch's elite Private Banking & Investment Group.
12/04/2015
Alvarez Arrieta & Diaz-Silveira Announces New Partner - Colleen Grady
Alvarez Arrieta & Diaz-Silveira LLP
12/04/2015
U.S. Bank Names John Benevides as East Region President of The Private Client Reserve
He is a board member, finance committee member and chairs the advancement committee of Sinai Hospital System
12/04/2015
AIG Dismisses Four Top Executives in Its Real-Estate Group
As part of its real-estate restructuring, AIG intends to scale back its Mexico investments
12/03/2015
Janus fixed income CIO to depart
Enrique joined Janus in September 2013.