06/18/2015
MUFG Union Bank in Calif. Names Head of Wealth Markets
Feldman most recently served as head of branch banking and private banking for Union.
People Moves
06/17/2015
Baird Lands Advisors With $1.1B AUM
Baird lured away several advisors from Wells Fargo who managed a combined $1.1 billion in client assets, the regional firm said in a statement.
06/17/2015
Jim Brady joins Grant Thornton to lead Central region
He serves on the Center for Strategic and International Studies Advisory Board and the Carter Center Board of Councilors.
06/17/2015
Deutsche’s Global CRE Head Joins Blackstone
This past Friday, Bloomberg Business reported that Jonathan Pollack left Deutsche Bank AG, where he was global head of commercial real estate and head of risk for structured finance. On Monday,
06/17/2015
Imperial Capital Expands Emerging Markets Sales & Trading Group
He earned an MBA from Columbia University and a Bachelor of Science in Finance from the Wharton School at the University of Pennsylvania.
06/17/2015
Family office names new CFO
Prior to his appointment as CFO, he has served in a variety of positions, most recently as managing director of Family Office Services.
06/16/2015
MainStay boosts team
In addition, MainStay announces that it is building out a dedicated client consulting team for the DCIO community.
06/16/2015
Mechanics Bank CEO out as bank goes private
Mechanics Bank President and CEO has left the Walnut Creek-based bank
06/16/2015
Union Bank appoints head of the Wealth Markets Group
New CEO of Investment Management Subsidiary Also Announced
06/16/2015
Altegris Announces Senior Leadership Team Promotions
"Given my increasing focus on the vision and strategic direction of the business, I am pleased and honored to appoint an executive with Jack's pedigree to succeed me as CEO," said Mr. Sundt.
06/15/2015
Intel hires manager for target-date, global funds
Alternatives-heavy strategies had been managed in-house
06/15/2015
Maxim Group Expands Capital Markets Platform
The group will be led by Jacob Eisen who will serve as Managing Director.
06/15/2015
Guggenheim Securities expands Energy and Power Investment Banking Practice
Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced today that Dean Keller will be joining the firm as a Senior Managing Director
06/15/2015
WisdomTree Appoints Head of Global Distribution from McKinsey
He joins WisdomTree from McKinsey & Company
06/15/2015
JLT Specialty launches CPS practice
JLT Specialty Insurance Services, a US subsidiary of Jardine Lloyd Thompson Group, has launched a credit, political and security risk practice
06/15/2015
Officer of BNY Mellon's Investment Boutique Joins Family Wealth Advisor Team
BNY Mellon has moved a veteran of the firm's investment boutique to its wealth management unit.
06/15/2015
Macquarie Makes Senior U.S. Equities Distribution and Trading Appointments
“I’m delighted to welcome JT and Peter to our US equities platform
06/12/2015
JPMorgan promotes TMT bankers in reorganization
JPMorgan Chase & Co has promoted several investment bankers in its technology, media and telecom group
06/12/2015
Janney capital markets' future unclear after leader departs
Janney Montgomery Scott said it has no immediate plans to replace departed capital markets head Jordie Maine
06/12/2015
Technology Investment-Banking Star Joins SecureMySocial Advisory Board
SecureMySocial announced today that Maria Lewis Kussmaul, co-founder and partner at AGC Partners, has joined its Advisory Board