07/24/2015
American National appoints Plexus Capital CFO to board
Ronda will be a true asset to our board of directors
People Moves
07/24/2015
360 Wealth Management boosts team
360 Wealth Management was formed by Brandon Day, Chad Atkins, and Sean Kernan in 2012 to combine the expertise of the 3 partners in supporting other advisors.
07/24/2015
$160M Advisor Returns to RBC
An advisor, who generated $1.6 million in production while at J.P. Morgan has left to rejoin RBC after six years
07/24/2015
Merrill Lynch nabs $1.3 billion UBS team
The carousel of wirehouse advisers continues to spin
07/24/2015
Another Billion-Dollar Advisor Leaves Merrill – Business or Personal?
Merrill Lynch discharged an advisor who once oversaw $5 billion in client assets, the latest big producer to exit the wirehouse under a cloud.
07/23/2015
Northern Trust Elects Thomas E. Richards to Board of Directors
His wealth of technology sector experience and business acumen will contribute greatly to Northern Trust’s continued focus on growth and delivering shareholder value.
07/23/2015
Bonwick bolsters M&A and Corporate Finance Capabilities
Founding Partner at Nas’s QueensBridge Venture Fund Brings Tech Expertise, New Talent to Firm Appointment Marks the Reunion of Former Goldman Sachs Bankers
07/23/2015
Johnson Bank hires financial advisers away from Associated Bank
Associated is largest bank with headquarters in Wisconsin and Johnson Bank is second
07/23/2015
Odgers Berndtson appoints financial services partner
His search practice focuses on recruiting senior-level asset and wealth management executives
07/23/2015
Athena Capital Advisors Announces Senior Executive Promotions
Lynch has been with Athena since 2004. A Managing Partner, Lynch is also the Deputy Chief Investment Officer at Athena, a role he will continue to occupy.
07/23/2015
BGL Expands Investment Banking Team
Andrew rejoins BGL after participating in the firm's summer 2014 internship program.
07/22/2015
Bank of the West appoints head of Family Office
He is to Lead Family Office and Strategic Planning Services for Ultra High Net Worth Clients
07/22/2015
Private Client Reserve Hires Advisor In Kansas City
The Private Client Reserve of U.S. Bank in Kansas City, Mo., has named Andy Fent as a wealth management advisor.
07/22/2015
Daniel Wani leaves Wells Fargo to join U.S. Bank Wealth Management
U.S. Bank Wealth Management said it appointed Daniel Wani managing director of trust and wealth planning for the Private Client Reserve of U.S. Bank.
07/22/2015
Funding Circle Hires Barclays, AmEx Executives to Oversee Risks
To help it expand the online market for small-business loans, Funding Circle is enlisting executives from established financial-services firms.
07/22/2015
Saba Partners said to Exit Weinstein’s Fund
The exits add to a series of departures from Saba
07/22/2015
Convergent Adds Two Advisors In Washington D.C.
Convergent Wealth Advisors announced the addition of two managing directors to its Washington D.C. office.
07/22/2015
J.P. Morgan Expands Global Real Assets Team
The platform covers 90% of the investable real estate market in Asia Pacific.
07/22/2015
Bank of America Announces Management Team Changes
The changes we are announcing reflect decisions two senior leaders have made about their own futures, and some other changes that will bolster,and in some cases, reposition members of the management team.
07/21/2015
Hedge fund Billionaire Said to Hire Ex-BofA CIO for Family Office
Will take over as president in September, according to two people with knowledge of the matter who asked not to be named because the office is private.