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.
People Moves
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.
08/11/2015
Lawson Kroeker boosts team
Founded in 1986, Lawson Kroeker Investment Management is a Midwest-based, registered investment advisory firm.
08/11/2015
NY State Teachers’ Taps Insider as PE Chief
After 12 years with the $109 billion fund, Gerald Yahoudy has moved up to managing director of private equity.
08/11/2015
Citi Hires Head of Corporate Equity Derivatives
He will join the Bank from Nomura where he was Head of Equity Capital Markets for the Americas.
08/11/2015
LPL Financial and Gladstone Wealth Group Welcome Veteran Financial Advisor
He has joined LPL's broker-dealer platform for his commission-based business.
08/11/2015
Standard Chartered picks head of sanctions compliance in New York
The bank said Steve Munro would head its sanctions compliance, based in New York.
08/11/2015
UBS scores $2 billion Morgan Stanley team
The third billion-dollar-plus team to leave Morgan this summer is the latest in a series of big swaps
08/11/2015
UBS hires Max Justicz as managing director of Americas group
He also worked as primary coverage banker for Carlyle