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People Moves

09/14/2015

Rockefeller & Co. Appoints John Pettenati As A Managing Director

Mr. Pettenati will be heading a new business development effort at Rockefeller & Co., with a specific mandate to expand the firm's interface with the New York metropolitan area and beyond.

09/14/2015

Fiera Capital expands leadership team with new additions

Canadian investment firm Fiera Capital Corp has appointed John Valentini as executive vice president and chief financial officer.

09/13/2015

Two advisers depart elite Private Banking and Investment Group

A spokeswoman did not respond to a request for comment.

09/13/2015

Greg Levenson returns from fighter pilot duties to head family-owned bank

On the site of the old Huning Castle apartments on Central Avenue, the bank is just steps away from lawns where children play

09/13/2015

Heckert named president of Million Dollar Round Table

Heckert will lead the association of more than 42,000 international members for a one-year term, effective Sept. 1.

09/11/2015

Berkshire Bank hires five for wealth management team

All the appointments are effective immediately.

09/11/2015

Kirk Buese appointed CIO of Aegon USA Investment Management

Kirk has more than 25 years' experience in fixed income, equity and derivatives investment management

09/11/2015

Chris Moloney Appointed CEO of Gremln, the Digital Marketing and Social Media Technology Company

It is an exciting time to be part of this digital and social media revolution

09/11/2015

Richard Thompson joins Mizuho Bank as senior vice president

He has over 20 years of experience in investment banking and debt private placement.

09/11/2015

Donna Dellosso Named Chief Risk Officer for the Americas for MUFG Americas Holdings Corporation

Donna emerged as our top choice after a thorough international search and a rigorous interview process

09/11/2015

Canaccord Genuity Group names new President and CEO

Dan Daviau has a proven track record as a highly successful investment banker

09/10/2015

Citizens Bank Names President, Wealth Management

He also previously served in a variety of wealth and investment management leadership roles over the course of 15 years at Bank of America

09/10/2015

J.P. Morgan Asset Management bolsters emerging markets debt team

She is based in London and reports to Mr. Lambert.

09/10/2015

Fired $2.5 billion Merrill adviser finds home at Wells Fargo

Marc D. Lowe, terminated over alleged “inappropriate workplace behavior,” joins Wells' employee channel

09/10/2015

Fiduciary Trust appoints Chief Marketing Officer

He graduated Phi Beta Kappa with an A.B. in Economics from Dartmouth College

09/10/2015

BMO hires Geoff Roberts for acquisitions and divestitures

Roberts is a petroleum engineer with over 30 years of industry experience

09/10/2015

RA Capital Adds Three Executives To Strategic Roles

Prior to joining RA Capital, Wolf was CFO at HighVista Strategies for more than 10 years

09/10/2015

Anthony Cruz Joins Lenox Advisors in Chicago

Anthony will work with a team of Lenox professionals to develop and implement financial solutions that are in direct alignment with each client's objectives.

09/10/2015

Mizuho Continues Expansion of Capital Markets Platform With Senior Appointment to U.S. Private Placements Business

He spent the majority of his career with J.P. Morgan, where he held a number of senior positions in the debt private placement group, including serving as Global Head of the Debt Private Placement business for the last five years.

09/10/2015

Blue Point Capital Partners Adds Three to Cleveland Team, Announces Retirement of CFO Lisa Root

He brings more than 15 years of experience spanning multiple facets of the financial services industry.

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