11/19/2014
Wells Fargo names new head of Southwest region
Wells Fargo & Co. appointed John Sotoodeh as head of the company's Southwest region.
11/19/2014
Wells Fargo & Co. appointed John Sotoodeh as head of the company's Southwest region.
11/19/2014
Barclays Plc said on Tuesday it hired a former senior executive at the New York Stock Exchange to help with the bank's electronic trading
11/19/2014
Raymond James & Associates, a branch of Raymond James Financial Inc, said on Tuesday that it had hired a broker away from rival D.A. Davidson, where he had produced $2 million in annual revenue.
11/19/2014
Todd Winchel and Robert Quinn have joined Wilmington Trust’s global capital market division to lead the insurance collateral solutions business.
11/19/2014
Before joining Sterne Agee, he was with Robert W. Baird & Co. where he also provided investment banking services to Midwestern banks and thrifts.
11/19/2014
Prior to joining Lazard he was a Managing Director and Co-Head of Global Equity Distribution at Renaissance Capital
11/18/2014
He was also responsible for client servicing and representing the firm's fixed income strategies to the marketplace.
11/18/2014
Saulnier joined State Street in 2008 from Pioneer Investment Management USA
11/18/2014
Advisors managing a combined $560 million in assets have left D.A. Davidson and Morgan Stanley to join Raymond James & Associates.
11/18/2014
“Their appointments underscore our commitment to attracting the very best wealth advisors in order to deliver customized investment solutions that match the financial profiles and risk appetites of our high net worth clients.”
11/17/2014
Hired a Citigroup and Lyxor Asset Management veteran to boost its hedge-fund advisory offerings.
11/17/2014
In this role, Mr. Buckiso will oversee all aspects of the organization's broad array of Wealth Management services, including trust, investments, brokerage and financial advisory.
11/17/2014
First Commonwealth Financial Corp. on Monday said it has hired David Buckiso as executive vice president, wealth services.
11/17/2014
First Republic Bank a leading private bank and wealth management company, today announced that Mike Roffler, Deputy Chief Financial Officer for the past five years, has been named Executive Vice President, Chief Financial Officer effective Jan. 1, 2015.
11/17/2014
He will oversee 13 regional directors and regional consultants responsible for representing Delaware Investments mutual funds and separately managed accounts in their respective territories in the Western United States.
11/14/2014
Mendez is a partner practicing in the New York and Los Angeles offices of Latham & Watkins.
11/14/2014
Sheftel was also head of one of the bank's newest subsidiaries, Wake USA LLC, which it was using to trade U.S. Treasurys, bond futures and other products electronically.
11/14/2014
Highmount Capital LLC announces Steven Hoch as Chief Executive Officer and Maarten van Hengel as Chief Investment Officer.
11/14/2014
Former CEO of Standard Chartered Private Bank, Americas moves up
11/14/2014
Investment advisory firm Sendero Wealth Management has named Amaury de Barros Conti as their new director of research and strategy.