11/02/2015
Legal & General Investment Management America grows Index Fund Team
This addition follows a series of key hires and promotions within LGIMA's index business, which currently manages more than $59 billion in index strategies.
People Moves
11/02/2015
Laurie Samay Promoted to Client Service Manager at Palisades Hudson Financial Group
Palisades Hudson Financial Group is a wealth-management firm in Scarsdale.
11/02/2015
Morgan Stanley CEO Gorman Elected to N.Y. Fed Board
Morgan Stanley is a U.S. primary dealer, or one of the 22 top Wall Street firms that do business directly with the Federal Reserve.
11/01/2015
UBS Snags Three Advisers Who Managed $580 Million
Ms. Moore, who moved to UBS with a two-person support team, had worked at SunTrust since 2004.
11/01/2015
RBC Wealth Hires Four Advisors From Morgan Stanley
Anne Hassenfeldt, Nancy Sutton and Mary Wishart, who are also part of the team, join RBC's office at Southpointe, Pittsburgh.
11/01/2015
Former NetJets executive joining private equity firm
The company's 2,700 pilots reached a tentative contract agreement with NetJets earlier this month.
10/30/2015
Raymond James adds Enriquez
He has 25 years of experience with Morgan Stanley and Edward Jones.
10/30/2015
Nobuyuki Hirano Replaces Masaaki Tanaka as MUFG’s Representative Director on the Board of Directors of Morgan Stanley
He was elected to the Company’s Board and appointed to the Risk Committee of the Board effective November 1, 2015.
10/29/2015
Chip Eggers joins JP Morgan Securities as financial adviser
Eggers, who will be based in Los Angeles, joins from Credit Suisse.
10/29/2015
David Medlin of Maven Wealth Consulting LLC, Unites with 360 Wealth Management of Dallas
Longtime resident of Colleyville, Texas joins forces with Large LPL Hybrid RIA firm to further accelerate its growth.
10/29/2015
Morgan Creek launches private wealth advisory team
The group will work mostly with intermediary distribution channel, focusing on wealth advisors managing $500 million to $2 billion in assets.
10/29/2015
Monroe Capital Hires Sturrock, Expands Coverage in Canada
The expansion of our product offering in Canada is consistent with our plan to deepen our presence in the middle market throughout North America.
10/29/2015
Hibler joins Megalith Capital Management’s acquisitions and asset managment team
In his new role, Hibler will be responsible for underwriting and financial analysis of acquisitions and new development projects.
10/28/2015
Rockefeller appoints marketing director
He has also worked at U.S. Trust, Merrill Lynch Wealth Management and Morgan Stanley.
10/28/2015
Jon Hibler Joins Megalith’s Acquisitions and Asset Management Division
Prior to Joining Megalith, Hibler was part of Hines’ land development team.
10/28/2015
Charlotte-based executive named Wells Fargo treasurer
Ackerman has served as treasurer since 2005.
10/28/2015
Credit Suisse just raided Barclays for a big banking team
The new team is expected to start by the first quarter of 2016.
10/28/2015
Jay Fishman Resigns From Carlyle Board of Directors
Carlyle Appoints Anthony Welters as an Independent Director
10/28/2015
Herbert Smith Freehills recruits senior US securities partner Tom O'Neill to join its capital markets practice
Tom has worked across a broad range of capital markets products including in the equity
10/28/2015
Fitzpatricks Private Wealth nabs former AMP exec
Rob Thomas joined Fitzpatricks after working as AMP's senior executive for research and technical for three years.