03/15/2016
Standard Life recruits consultant relations exec
The position is new. Ms. Osberg will report to Deborah Drachman, head of U.S. consultant relations.
People Moves
03/11/2016
U.S. Bank Wealth Management recognizes Scottsdale employee
The Private Client Reserve serves high net worth individuals and families who have complex financial interests and needs.
03/11/2016
Rizzieri named CEO & President of Mizuho Securities USA
During the tenure of John Koudounis, MSUSA has grown in terms of profitability, number of clients, and product diversification.
03/11/2016
America’s biggest hedge fund hires Steve Jobs confidant
Jensen had long been seen as the heir apparent to Dalio, who founded Bridgewater in 1975.
03/10/2016
Custom House Global Fund Services expands key roles in US
We are extremely pleased to have talent of the caliber of Sebastien and John join our global team and spearhead our operations and business development in the Americas
03/10/2016
New Wealth Management Team Joins U.S. Capital Advisors' Dallas Office
Charles and his team understand that our firm and platform are designed to truly allow advisors to make decisions that are in their clients' best interest.
03/10/2016
FundCount Hires Investment Technology Veteran
FundCount has over 100 client firms worldwide, with 80 of these in the Americas. Additional FundCount clients are in South Africa, Switzerland and Singapore.
03/10/2016
U.S. District Court Judge John Gleeson Joins Debevoise
Judge Gleeson earned his B.A. from Georgetown University and his J.D. from the University of Virginia School of Law.
03/10/2016
Raymond James Draws Breakaway Broker
Wells Fargo adds ex-Merrill team; wealth executives on the move
03/09/2016
FTV Capital Promotes Kyle Griswold to Partner
Robert Anderson and Aly Lovett Advance to Principal; Richard Liu Named Vice President
03/09/2016
Megadoner and hedge fund billionaire to Join Rubio’s Team
This puts him at No. 12 on the list of top donors in the 2016 cycle so far.
03/09/2016
Lazard to Nominate Richard Haass and Jane Mendillo to Board of Directors
He was also U.S. coordinator for policy toward the future of Afghanistan and the U.S. envoy to both the Cyprus and Northern Ireland peace talks.
03/08/2016
Manulife Asset Management Names Diana Stockwell Head of Latin American Sales and Relationship Management
She holds an undergraduate degree in Quantitative Economics from Tufts University
03/08/2016
People: Barclays’ Staley taps JP Morgan for CRO and COO
Morgan Stanley loses risk analytics head; Portney leaves JP Morgan; Goldman shuffles London office
03/08/2016
Goldman taps Scher for risk management post
She was named managing director in 2001 and partner in 2006.
03/08/2016
Highly Regarded Tax Attorney Steven Schneider Joins Baker & McKenzie
He began his career working in the IRS Office of Chief Counsel, followed by many years advising clients on tax matters in private practice.
03/08/2016
Alexander Dubose Jefferson & Townsend Announces New Partner Richard O. Faulk
Faulk chaired the firm-wide litigation and environmental practices of Gardere Wynne Sewell LLP for many years.
03/07/2016
Exclusive: Jefferies restructures junk debt business, bankers leave - sources
Banks have had trouble selling debt related to leveraged buyouts since late last year.
03/07/2016
Stifel Hires Three Senior Investment Bankers in Its Technology Group
All three will focus on software and will complement Stifel's well-established Software and SaaS Group
03/07/2016
Piper Jaffray Hires Managing Director Jason Harkness in Technology Investment Banking
Harkness joined Piper Jaffray from Raymond James, where he was a managing director and head of internet and digital media investment banking.