11/24/2015
Glenmede Announces Client-Focused Organizational Changes
Appointments Emphasize Commitment to Integrated Wealth Management
People Moves
11/24/2015
Manning & Napier Expands Board to Eight Members
He will serve on the Nominating and Corporate Governance, Compensation and Audit Committees.
11/24/2015
BlackRock recruits emerging markets debt director
Mr. Deino was head of emerging market debt at Invesco
11/23/2015
Morgan Stanley Hires Private-Wealth Team From Credit Suisse
The 13-person team is led by Richard Zinman, Anthony Dertouzos and John Moreno
11/20/2015
Oppenheimer & Co. team jumps to Jefferies wealth management unit
Six-member team is based in Atlanta and includes emerging markets chief Greg Fisher and financial advisers, according to a source familiar with the move
11/20/2015
Oppenheimer & Co. team jumps to Jefferies wealth management unit
Six-member team is based in Atlanta and includes emerging markets chief Greg Fisher and financial advisers, according to a source familiar with the move
11/20/2015
Bank of America names new KC market leader, replaces Ovel
Jankowitz is a 2000 graduate of Rutgers University, earning a bachelor's degree in mathematics.
11/20/2015
William Blair Continues the Expansion of Private Wealth Management with the Addition of Lawrence D. Gilbert
Mr. Gilbert, a veteran financial advisor, focuses on business owners, high-net-worth families, and private foundations.
11/20/2015
$1.8B Team Jumps to UBS
UBS said it recruited two teams from Credit Suisse, one of which managed approximately $1.8 billion in client assets.
11/20/2015
State Street Strengthens Technology Leadership Team
Promotes Chris Perretta to Newly Expanded Enterprise Data & Technology Role and Appoints Antoine Shagoury to Global Chief Information Officer
11/19/2015
UBS Nets Advisors With $3.5B in Combined AUM
Among UBS' recent hires is a two-member team that generated $4.6 million in revenue and oversaw $462 million in client assets.
11/19/2015
Sun Life Investment Management chooses new CIO
Mr. Brown was managing director and global head of insurance and pension solutions at Deutsche Asset & Wealth Management.
11/19/2015
Trio join Berkshire Bank's wealth management team
Shawn Howard, Tom Barney and Colleen Lussier have joined Berkshire Bank's Wealth Management team
11/19/2015
Multifamily Finance Expert Joins Leading Commercial Real Estate Finance Firm
Mr. Peterson furthers Walker & Dunlop’s strategic goal of increasing its multifamily Agency originations, particularly in areas outside of the market rate product caps.
11/19/2015
Leading Washington, DC-based Investment Sales Team Joins Walker & Dunlop
With a robust market forecast, the addition of Chris and Will will enhance our investment sales platform and provide our existing clients with additional execution options.
11/18/2015
Amundi Smith Breeden boosts Institutional Market Advisory Group
She will be based in California and report to Elke Urban, Executive Vice President, Chief Market Advisory Officer.
11/18/2015
UBS hires three Credit Suisse teams with $3.2B in assets
Houston-based brokers, who specialize in ultra-high-net-worth clients, include vets from Credit Suisse
11/18/2015
Robertson Stephens appoints MD in San Francisco
Prior to her tenure at Goldman Sachs she taught Geometry and Calculus at The Albany Academies in New York.
11/18/2015
Lombard International expands family office market
Her appointment continues the momentum of the company's U.S. growth and expands its institutional capabilities.
11/18/2015
Deutsche money management unit adds co-head of alternatives coverage
The firm created an alternatives investment specialist team, which is responsible for retail and institutional coverage of liquid and illiquid alternatives.