05/28/2015
Harry Wool to join Oppenheimer as a managing director
Wool will be based out of Oppenheimer's New York headquarters and report to Tom Nevin, Head of Emerging Markets Bond Trading
People Moves
05/27/2015
Baird Adds Morgan Stanley Adviser
Mr. Gorman had joined Morgan Stanley by way of its acquisition of Smith Barney from Citigroup Inc. in 2009.
05/27/2015
Co-Founder Or Blackstone’s Hedge Fund Arm To Step Down To Start A Family Office
One of the founders of Blackstone’s alternative credit platform, GSO, is leaving the company to found a family office to invest capital and work alongside management teams
05/26/2015
Deutsche Asset & Wealth Management appoints US head of investment strategy
He joins ARA with more than 20 years of experience in macroeconomic and financial analysis
05/26/2015
Jeffrey B. Rosichan joins Evercore as a Senior Managing Director in its Equity Capital Markets Group
Evercore EVR, announced today that Jeffrey B. Rosichan has joined the Firm's Investment Banking business as a Senior Managing Director in its Equity Capital Markets Group based in Evercore's office in Menlo Park, California.
05/22/2015
BNY Mellon Wealth Management names new CEO
He will be based in New York where he will continue to direct the long-term growth and expansion strategy that the Wealth Management leadership team has been driving for the past two years.
05/22/2015
FinAnalytica Strengthens Board of Directors With Appointment of Former JP Morgan Head
Dr. Rüegg is founder and CEO of Integral Finance AG
05/22/2015
RMB Asset Management Promotes Benjamin Armstrong
Armstrong earned a BA in Economics from Grinnell College
05/22/2015
NYLIM appoints new CEO
She joined New York Life in 2010 to run the institutional investments business and was promoted to co-president of NYLIM in 2014.
05/22/2015
Macquarie appoints MDs in US debt capital markets
Macquarie Capital has announced the appointments of Michael Barrish and Jeff Abt as Managing Directors in its U.S. Debt Capital Markets Group.
05/21/2015
Wedbush Securities boosts team
He has led over 50 advisory and financing assignments representing more than $3.0 billion in transaction value.
05/21/2015
RBC Hires $225 Million Father-Son Duo
They managed $225 million in client assets at Southwest Securities.
05/21/2015
INTECH Adds Two Institutional Sales Professionals
Mr. Young joins INTECH from Curian Capital/Jackson National Life Insurance
05/21/2015
Deutsche Bank: We're hiring tech talent in Cary
Dan Minto, head of Deutsche Bank's growing – and state incentivized – technology center in Cary, says the team is looking to significantly increase its Cary headcount.
05/20/2015
Principal Names Nikko’s Pickerell to Board for Asset Management
Principal joins insurers adding asset managers to their boards as near-record-low interest rates pressure investment income.
05/20/2015
Pioneer Investments Hires New Head of Business Development
He was an Infantry Officer in the US Army and has a B.A. in Economics from Wofford College.
05/20/2015
Two Join The Private Client Reserve Wealth Management, Banking Teams
The Private Client Reserve provides wealth management services to clients with $3 million or more in net worth
05/20/2015
Merrill Recruits Nearly $3B Broker Team from Morgan Stanley
A big-producing Morgan Stanley team of financial advisers has joined rival Merrill Lynch
05/20/2015
U.S. Bank shuffles advisers at top of Cincinnati wealth management unit
U.S. Bank has hired a top money manager from another Cincinnati bank and lost its new wealth management chief before he could start
05/20/2015
Baird Advisors Adds Experienced Municipal Investment Team
Baird Advisors, the institutional fixed income investment management division of Baird, announced that it has hired a nationally-recognized municipal investment team from BMO Global Asset Management