03/05/2015
UBS Reveals Six New Hires for U.S. M&A
Mr. Pickett and Mr. Strug were previously co-heads of the consumer retail group at Evercore
People Moves
03/05/2015
NFP Retirement Adds Five Consultants
These additions are in line with NFP Retirement’s commitment
03/05/2015
Directional Wealth Management Welcomes New Team Member
He is currently licensed in New York and New Jersey. Christian is a resident of Lake Hiawatha.
03/05/2015
Evercore Wealth Management expands team
He reports to Iain Silverthorne, a Partner and Wealth Advisor at Evercore Wealth Management.
03/05/2015
Raymond James names regional director for West Coast
He has more than three decades of experience in the financial services industry, will be based in California.
03/05/2015
Evercore Wealth Management expands team
He earlier worked at Lehman Brothers in New York as an investment banking analyst in the global industrials group.
03/05/2015
Fiduciary Trust Promotes Stacy K. Mullaney To Chief Fiduciary Officer
She will be the first Chief Fiduciary Officer in Fiduciary Trust Company's 130 year history.
03/05/2015
UBS poaches executives from Evercore for its U.S. unit
UBS Group AG has hired a team of three executives for its U.S. consumer and retail investment banking unit from boutique investment bank Evercore Partners Inc, the Wall Street Journal reported citing an internal memo it saw.
03/05/2015
Towers Watson Opens New Investment Office With Three Hires
They join from Wilshire Associates
03/04/2015
Veris Wealth Partners boosts team
She is located in San Francisco at Veris' headquarters.
03/04/2015
Morgan Stanley realigns wealth management
Morgan Stanley, the biggest U.S. brokerage firm with more than 16,000 financial advisers
03/04/2015
Legal & General appoints interim CEO of U.S. business
He was most recently President of LPL Financial, will start at Legal & General Investment Management America in April
03/04/2015
Bank Leumi USA Expands Middle Market Lending Team
With more than 15 years experience in the industry, Andrew joins Bank Leumi USA from Popular Community Bank
03/04/2015
RBS to cut up to 14,000 jobs in investment banking unit
Royal Bank of Scotland is aiming to cut as many as 14,000 jobs in its investment banking units across the United States and Asia
03/04/2015
Cambridge Bancorp hires Independent Bank Executive as New Chief
Cambridge has 12 branches in Massachusetts.
03/04/2015
RBC Appoints New Complex Director
A former branch manager was promoted to complex director at RBC Wealth Management, the firm said.
03/03/2015
U.S. Bank names Lee as Private Client Reserve portfolio manager
The Private Client Reserve offers wealth management services to client with net worth of $3 million or more.
03/03/2015
Bridgeworth hires industry veteran as financial adviser
He previously worked at Warren Averett, where he was recruited to develop a personal financial planning department, according to a release from Bridgeworth.
03/03/2015
Santander names North American head
Santander has tapped a former head of the consumer division at JPMorgan to run its North American division, as the Spanish bank attempts to repair frayed ties with US regulators.
03/03/2015
RMB Wealth Management Promotes Seth Davis and Michele Francisco to Partner
Senior wealth manager Seth Davis, CFP® and senior wealth advisor Michele Francisco, CFP® have been promoted to partner within RMB Wealth Management