11/17/2015
Executive exits continue at Boston Private
The bank had more than $2.4 billion in outstanding family residential loans as of June 30, one of the highest totals of any bank based in the state.
People Moves
11/17/2015
$2.9 Billion Team Leaves Merrill For Raymond James
Their reputation is formidable—Chris and his multi-generational team are such a good fit for our firm’s culture and values
11/17/2015
RCS Capital Appoints Lawrence Roth as CEO
RCS Capital, a real estate investment firm founded by entrepreneur Nicholas Schorsch, has been in turbulence after one of its units announced a $23 million accounting error in October last year.
11/16/2015
Standard Chartered's Gulabani Leaving in Management Overhaul
Chief Executive Officer Bill Winters, 54, is eliminating 15,000 jobs to help save $2.9 billion by 2018
11/16/2015
Vance Gray Wealth Management adding tax strategy and planning services
When it came time for us to expand and add this division to our business, Andy was the natural choice for me to head it up.
11/13/2015
Partridge Snow & Hahn Executive Joins Washington Trust Wealth Management
Prior to joining Washington Trust, Ryan was a partner at the law firm Partridge Snow & Hahn.
11/13/2015
Deutsche Asset & Wealth Management continues to expand Institutional Global Client Group in the Americas
Reuter joins Deutsche AWM from Mercer Investments, where she spent over a decade and most recently served as Principal and Head of US Real Estate.
11/12/2015
Deutsche Bank announces new investment banking management team
The corporate and transaction banking operations have been brought together in a Corporate & Investment Banking unit to be overseen by current investment bank co-head Jeff Urwin.
11/12/2015
BNY Mellon names Rob Klingensmith wealth director
Klingensmith joins from Pilatus Bank, where he was chief executive in charge of banking operations and oversight of ultra-high net worth client engagement.
11/12/2015
Aegon Asset Management Expands U.S. Distribution
Ron Shortenhaus Named Director of U.S. Consultant Relations
11/12/2015
Partridge Snow & Hahn Executive Joins Washington Trust Wealth Management
Kathleen A. Ryan, Esq. Named SVP, Wealth Management Client Services, Trust and Estate Services
11/11/2015
Cowen Group beefs up brokerage services unit with three hires
Wildish was most recently managing partner at private equity fund Corporate Partners.
11/11/2015
Macquarie Capital Strengthens US Energy Platform
Mr. Parish brings nearly two decades of investment banking experience
11/11/2015
Fidelity Bank Adds VPs At Two Worcester County Locations
In their new positions, Smith and Vargas will coach their respective staffs and assist clients based on Fidelity’s LifeDesign banking program.
11/11/2015
BlackRock Hires Ex-JPMorgan's Loomis Tighe for Family Offices
At JPMorgan, Loomis Tighe was in charge of fixed income at the private banking business on the west coast and the southern region.
11/11/2015
Merrill Lynch team with $700M AUM leaves to launch RIA
Four advisers start Cardan Capital Partners in Denver
11/11/2015
Raymond James Adds Billion-Dollar Group in Guam
The Asia Pacific Group was formerly with Morgan Stanley, where it had about $3 million in yearly production
11/11/2015
TD Bank shakes up senior management ranks
TD president and CEO Bharat Masrani says the changes, which take effect on Jan. 2, were spurred by the retirement of Fred Tomczyk
11/11/2015
Grant Thornton grows Philadelphia Audit practice
Judd Wright joins as managing director to enhance asset management capabilities
11/11/2015
Wilton's Commonfund Names New Chief Investment Officer
At Commonfund, Anson will serve on the firms Operating Committee and will chair the Investment Policy and Asset Allocation Committees.