12/03/2014
Multi-family office changes name
He brings over fifteen years of experience providing counsel to families and privately-held companies invested in both public and private assets with a concentration in real estate.
12/03/2014
RBC boosts board
He is a Director and Senior Partner of McKinsey & Company based in New York City.
12/02/2014
Sage Private Wealth Group, a Wheaton, Ill.-based independent firm affiliated with Raymond James Financial Services, has recruited two financial advisors.
12/02/2014
Former Chair Jerry Grundhofer retires- Mr. Ryan's experience makes him "the right choice" as Chairman to "strengthen SHUSA"
12/02/2014
Sun Life Financial boosts board
She has more than two decades of corporate executive and capital markets experience.
12/02/2014
BNY Mellon, a global leader in investment management and investment services, today announced that it has elected Ed Garden, Chief Investment Officer and a founding partner of Trian Fund Management, L.P. as a director, effective immediately.
12/02/2014
Boutique wealth groups add teams in Arizona and Iowa
12/02/2014
Bank of America's Merrill Lynch lost a 34-year veteran broker and his six-person team to Raymond James & Associates last month, a spokeswoman for parent company Raymond James Financial confirmed on Monday.
11/30/2014
Don Lindsey was named chief investment officer of the American Institutes for Research
11/27/2014
He comes to DeYoe Wealth Management with over 18 years of experience in the wealth management and trust industry.
11/27/2014
She was most recently a private client adviser at U.S. Trust, the private wealth management unit of Bank of America.
11/27/2014
Wibke Pendse is moving from California to London to lead Silicon Valley Bank’s private equity finance and banking business in the UK.
11/26/2014
UBS Nets Advisor With $1.5B in AUM
A Merrill Lynch advisor managing $1.5 billion in assets has left the wirehouse to join UBS Private Wealth Management, according to a UBS spokesman.
11/26/2014
Resh will oversee brand stewardship for the firm as it continues its rapid pace of growth Strategic hire coincides with public listing on the NASDAQ Global Stock Market
11/26/2014
Before Cypress, Renaudin worked as a Senior Associate Portfolio Manager for The Bank of New York Mellon in San Francisco.
11/26/2014
United Northeast Financial Advisors moved up a notch to #3 compared to the #4 ranking they earned from a similar report issued earlier this year reflecting the first quarter of 2014.
11/26/2014
He is a member of the management committee in KPMG's San Francisco office and has worked in the firm's offices in the U.K., France and Hong Kong
11/26/2014
LPL Financial boosts Board
He brings decades of operational and financial and accounting industry experience to Board and Audit Committee
11/26/2014
For an investor banned from the securities industry, Philip Falcone is plenty busy
Harbinger Group Chairman, CEO Will Receive Lump-Sum Payment of $40 Million
11/26/2014
Harlem-based Carver Federal Savings last week announced that Michael Pugh, its president and chief operating officer, will replace longtime Chief Executive Deborah Wright at the end of the year.