07/28/2015
Waldron Private Wealth hires big bank vets
Waldron Private Wealth has added two veteran financial professionals who previously worked at two of Pittsburgh’s largest financial institutions.
People Moves
07/28/2015
Evercore Adds Ex-Merrill Banker Baxter for Health-Care Deals
Evercore has added at least 10 senior managing directors in its advisory business
07/28/2015
AIG Appoints New Chief Investment Officer
He began his career at JPMorgan Chase & Co., where he held a variety of positions, including Global Head of Proprietary Trading and co-Treasurer, and built the Hybrid Derivatives business.
07/27/2015
Janus Capital boosts Board
He is assuming additional responsibilities at Dai-ichi Life; therefore he and Dai-ichi Life determined that now is an appropriate time for him to transition off the Board.
07/27/2015
Nikko announces Americas sales head, new products
He will be upgrading our business development capability to meet the sophisticated needs of investors in the Americas.
07/27/2015
Tony Dalton Joins R.J. O'Brien as Head of FX Division
Dalton is widely considered one of the pioneers of foreign exchange prime brokerage
07/27/2015
Noyes Continues to Expand Its Wealth Management Team
Wealth Advisor Stuart Pearl Joins the Firm
07/24/2015
Wells Fargo Promotes Exec to Lead Three Business Lines
Wells Fargo has expanded the leadership of Perry Pelos, head of commercial banking, to include corporate banking and treasury management.
07/24/2015
American National appoints Plexus Capital CFO to board
Ronda will be a true asset to our board of directors
07/24/2015
360 Wealth Management boosts team
360 Wealth Management was formed by Brandon Day, Chad Atkins, and Sean Kernan in 2012 to combine the expertise of the 3 partners in supporting other advisors.
07/24/2015
$160M Advisor Returns to RBC
An advisor, who generated $1.6 million in production while at J.P. Morgan has left to rejoin RBC after six years
07/24/2015
Merrill Lynch nabs $1.3 billion UBS team
The carousel of wirehouse advisers continues to spin
07/24/2015
Another Billion-Dollar Advisor Leaves Merrill – Business or Personal?
Merrill Lynch discharged an advisor who once oversaw $5 billion in client assets, the latest big producer to exit the wirehouse under a cloud.
07/23/2015
Northern Trust Elects Thomas E. Richards to Board of Directors
His wealth of technology sector experience and business acumen will contribute greatly to Northern Trust’s continued focus on growth and delivering shareholder value.
07/23/2015
Bonwick bolsters M&A and Corporate Finance Capabilities
Founding Partner at Nas’s QueensBridge Venture Fund Brings Tech Expertise, New Talent to Firm Appointment Marks the Reunion of Former Goldman Sachs Bankers
07/23/2015
Johnson Bank hires financial advisers away from Associated Bank
Associated is largest bank with headquarters in Wisconsin and Johnson Bank is second
07/23/2015
Odgers Berndtson appoints financial services partner
His search practice focuses on recruiting senior-level asset and wealth management executives
07/23/2015
Athena Capital Advisors Announces Senior Executive Promotions
Lynch has been with Athena since 2004. A Managing Partner, Lynch is also the Deputy Chief Investment Officer at Athena, a role he will continue to occupy.
07/23/2015
BGL Expands Investment Banking Team
Andrew rejoins BGL after participating in the firm's summer 2014 internship program.
07/22/2015
Bank of the West appoints head of Family Office
He is to Lead Family Office and Strategic Planning Services for Ultra High Net Worth Clients