03/10/2016
New Wealth Management Team Joins U.S. Capital Advisors' Dallas Office
Charles and his team understand that our firm and platform are designed to truly allow advisors to make decisions that are in their clients' best interest.
People Moves
03/10/2016
FundCount Hires Investment Technology Veteran
FundCount has over 100 client firms worldwide, with 80 of these in the Americas. Additional FundCount clients are in South Africa, Switzerland and Singapore.
03/10/2016
U.S. District Court Judge John Gleeson Joins Debevoise
Judge Gleeson earned his B.A. from Georgetown University and his J.D. from the University of Virginia School of Law.
03/10/2016
Raymond James Draws Breakaway Broker
Wells Fargo adds ex-Merrill team; wealth executives on the move
03/09/2016
FTV Capital Promotes Kyle Griswold to Partner
Robert Anderson and Aly Lovett Advance to Principal; Richard Liu Named Vice President
03/09/2016
Megadoner and hedge fund billionaire to Join Rubio’s Team
This puts him at No. 12 on the list of top donors in the 2016 cycle so far.
03/09/2016
Lazard to Nominate Richard Haass and Jane Mendillo to Board of Directors
He was also U.S. coordinator for policy toward the future of Afghanistan and the U.S. envoy to both the Cyprus and Northern Ireland peace talks.
03/08/2016
Manulife Asset Management Names Diana Stockwell Head of Latin American Sales and Relationship Management
She holds an undergraduate degree in Quantitative Economics from Tufts University
03/08/2016
People: Barclays’ Staley taps JP Morgan for CRO and COO
Morgan Stanley loses risk analytics head; Portney leaves JP Morgan; Goldman shuffles London office
03/08/2016
Goldman taps Scher for risk management post
She was named managing director in 2001 and partner in 2006.
03/08/2016
Highly Regarded Tax Attorney Steven Schneider Joins Baker & McKenzie
He began his career working in the IRS Office of Chief Counsel, followed by many years advising clients on tax matters in private practice.
03/08/2016
Alexander Dubose Jefferson & Townsend Announces New Partner Richard O. Faulk
Faulk chaired the firm-wide litigation and environmental practices of Gardere Wynne Sewell LLP for many years.
03/07/2016
Exclusive: Jefferies restructures junk debt business, bankers leave - sources
Banks have had trouble selling debt related to leveraged buyouts since late last year.
03/07/2016
Stifel Hires Three Senior Investment Bankers in Its Technology Group
All three will focus on software and will complement Stifel's well-established Software and SaaS Group
03/07/2016
Piper Jaffray Hires Managing Director Jason Harkness in Technology Investment Banking
Harkness joined Piper Jaffray from Raymond James, where he was a managing director and head of internet and digital media investment banking.
03/04/2016
Standish Mellon Asset Management Names Chief Economist
He will serve as a key resource for Standish's investment team and support developing the firm's macro framework
03/04/2016
Debevoise & Plimpton Adds DOJ Cybersecurity Official
He supervised the highly publicized takedown of the GameOver Zeus botnet that targeted the financial sector.
03/04/2016
Banner Corporation Announces Election of Directors
He holds an M.B.A. from Stanford University and a B.A. in economics and mathematics from Rice University.
03/03/2016
Raymond James names Gavin Murrey co-head of Public Finance/Debt Investment Banking
Gavin is a seasoned leader and trusted advisor to his colleagues and clients
03/03/2016
UBS Group AG Makes New Management Appointment
UBS Group AG grabs executive from Bank of America to fortify its operations