03/03/2015
Merrill Lynch appoints head of structured solutions
The hiring comes as tax considerations have played a big role in deals recently.
People Moves
03/02/2015
UBS, Merrill Hire Several Texas-Based Advisers
A number of financial advisers in Texas swapped firms over the past several weeks as the major brokerages continue to poach from another
03/02/2015
J.P. Morgan Names Global Head for Investment Services Unit
He replaces Stephanie Miller
03/02/2015
Goldman’s Investment Banking Co-Chairman to Leave Firm
Goldman Sachs shuffled the top ranks of the investment-banking division in recent months.
02/27/2015
Merrill Lynch Hires Two Advisors from UBS
Calvin and Clayton managed more than $175 million in assets at UBS and had over $1 million in annual fees and commissions.
02/27/2015
EY Wealth & Asset Management boosts team
He also founded the tax practice and served as audit partner for Deloitte's Grand Cayman practice
02/27/2015
Recognized Economist David N. Paris Joins Alvarez & Marsal’s Global Forensic And Dispute Services Team
Experienced Expert Witness Brings Extensive Background in Addressing Damages and Competition Issues in Complex Intellectual Property Disputes
02/27/2015
Bryn Mawr Bank Corporation Appoints Alison E. Gers as Executive Vice President and Chief Operating Officer
We have an exceptional team at Bryn Mawr Trust
02/27/2015
Loring Ward appoints Chief Investment Officer
“We are thrilled to have Payel leading our investment committee and bringing her years of investment acumen and direct advisor and client experience,” said Loring Ward President and CEO Alex Potts.
02/27/2015
2 Bank of America board members departing
The bank also said its chief accounting officer is leaving
02/27/2015
Crédit Agricole hires senior FX options trader
He will be a senior FX options trader, based in New York, reporting to Richard Bailey, global head of non-linear FX trading.
02/27/2015
Bank of the West's Wealth Management Group Strengthens Team with Key Hires
Securities and variable annuities are offered through BancWest Investment Services
02/26/2015
Janney hires 8 new analysts
Gaugler and Stevenson have also been named Managing Directors.
02/26/2015
Raymond James Hires Advisors from Commonwealth Financial
Raymond James & Associates, the broker-dealer unit of Raymond James Financial Inc, appointed Marta Shen and A.K. Mashhoon advisers in its Atlanta office
02/26/2015
Veteran U.S. brokerage lawyer McKay to join Barclays
Kevin McKay, who began his Wall Street legal career in 1978 at E.F. Hutton, will join Barclays PLC's wealth and investment management division in the Americas next month as general counsel
02/26/2015
KPMG Appoints Global Head of Audit
He will serve on the KPMG Global Management Team under KPMG International Chairman John B. Veihmeyer.
02/26/2015
Macro Risk Advisors Expands Team and Offering in Sales and Risk Strategy
MRA's expansion of its salestrading effort comes as investors continue to confront global risks
02/26/2015
Goldman Announces Changes to Its M&A Leadership
The investment bank also announced the appointment of Gene Sykes, currently co-head of global M&A, as co-chairman of global M&A Thursday morning, according to a memo distributed internally.
02/26/2015
Jay Novatney Joins PT Asset Management (PTAM) as Chief Operating Officer
During his tenure at CFIP, he managed a variety of senior-level functions including the firm’s operations, finance, legal and compliance activities.
02/25/2015
RBC Wealth Management-U.S. Hires Former J.P. Morgan Executive to Launch Service Focused on Companies and Executives
RBC Wealth Management-U.S. has hired 30-year financial services veteran Nuri Benturk to lead its Corporate & Executive Services group, a new business line that will specialize in serving corporations and their executives.