11/05/2015
GenSpring Expands Florida Leadership Team
By concentrating on families in their respective regions, our teams will form even stronger relationships with those we serve.
People Moves
11/04/2015
Lombard International Announces Senior Appointments to Expand the U.S. Market
The appointments of John and Virginia support our ambitions for U.S. growth
11/04/2015
Ramirez Asset Management Hires Senior Fixed Income Professional to Help Market Its Stable Value and Defined Contribution Offerings
RAM is one of only a few minority owned investment managers who offer Stable Value products and has a solid track record of managing Stable Value assets for more than 4 years.
11/04/2015
Citigroup hires Deutsche investment banker focusing on banks
A Citigroup spokesman said Heaton is the latest of four managing directors Citigroup has hired over the past year to expand its coverage of financial institutions.
11/03/2015
Three Join Berkshire Bank Wealth Management Team
Howard has more than 20 years of financial experience
11/03/2015
UBS Names New U.S. Brokerage Chief
Thomas Naratil expected to continue push to focus on clients who have millions to invest
11/02/2015
Baillie Gifford’s Slater to lead US equities team
According to FE Analytics, the Scottish Mortgage Investment Trust has returned 88.5 per cent over three years
11/02/2015
Star Mountain Capital brings on two as senior advisors
Co-founder of BlackRock Kelso Capital, Michael Lazar, and former chief HR officer of Fortress, Stanley Friedman, have joined Star Mountain Capital as senior advisors.
11/02/2015
Proskauer Promotes 15 Lawyers
We are extremely pleased to welcome such an accomplished and talented group of lawyers as partners and counsel
11/02/2015
Goldman Sachs Hires Jose Abad for Spanish Banking Research
Earlier he was chief economist at Spain’s Instituto de Credito Oficial, Spain’s state-owned development bank.
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.
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.