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People Moves

12/09/2015

Boutique Investment Bank Mischler Financial Launches International Equities Surge

The new hires include Managing Director Lawrence Peruzzi, a 20-year global trading market veteran whose International Equities experience includes ten years of buy-side trading desk leadership on behalf of Standish Mellon and The Boston Company Asset Mana

12/08/2015

Former UBS Advisor with $300M in AUM Joins RBC

The move comes after RBC recently recruited a Morgan Stanley team that generated $1.3 million in annual revenue.

12/08/2015

Three Credit Suisse Portfolio Managers Join First Republic

All three have significant experience developing comprehensive wealth management solutions for individuals, families, entrepreneurs, businesses and foundations.

12/08/2015

First Republic Bank: Credit Suisse Portfolio Manager Joins First Republic

First Republic is continuing to build its wealth management business through organic growth, strategic acquisitions and the hiring of new teams.

12/08/2015

$200M Merrill Team Leaves for Snowden Lane

Leyva said that the team found that "we are completely aligned [with Snowden] both from philosophical and practical viewpoints

12/08/2015

Wynnchurch Capital expands West Coast team

He previously spent the last six years in the business development group at Platinum Equity

12/08/2015

Truxton Trust Company Promotes Kirkland and Dabbs

Miles is a great strategist and a prudent manager of risk.

12/08/2015

Raymond James Financial Services hires Lancaster Wealth Management team

Raymond James also said Caitlin Abbott will be joining the team as an administrator.

12/08/2015

Credit Suisse Portfolio Manager Joins First Republic

Senior Investment Professional Expands Growing Wealth Management Team In San Francisco

12/08/2015

Macro hedge fund Silver Ridge appoints COO

Page left Citi in April, where he was CAO Global FXLM for eight years

12/08/2015

$1.1B Team Jumps to Wells Fargo

They serve wealthy families, foundations and endowments.

12/07/2015

Paul Allegretti Joins Cushman & Wakefield as Senior Managing Director of Asset Services, East Region

He is a graduate of Fairleigh Dickinson University and earned a M.S. in Real Estate from New York University.

12/07/2015

JPMorgan hires four for Brazil private banking unit, sources say

The four bankers will report to Juliana Pagetti, a managing director for JPMorgan's private banking unit based in São Paulo,

12/06/2015

Former Chief Compliance Officer for Bessemer Trust Joins Venable

He brings wealth of in-house experience in financial compliance and risk management from leading investment advisory and wealth management firms

12/06/2015

Merrill Names New Head of Chief Investment Office

Wolfe previously served as CIO of Merrill Lynch's elite Private Banking & Investment Group.

12/04/2015

Alvarez Arrieta & Diaz-Silveira Announces New Partner - Colleen Grady

Alvarez Arrieta & Diaz-Silveira LLP

12/04/2015

U.S. Bank Names John Benevides as East Region President of The Private Client Reserve

He is a board member, finance committee member and chairs the advancement committee of Sinai Hospital System

12/04/2015

AIG Dismisses Four Top Executives in Its Real-Estate Group

As part of its real-estate restructuring, AIG intends to scale back its Mexico investments

12/03/2015

Janus fixed income CIO to depart

Enrique joined Janus in September 2013.

12/03/2015

Maitland beefs up staff with four new additions

Bill has two decades worth of experience within financial services

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