07/14/2015
Matt Malloy quits JPMorgan
He was responsible for providing global advisory, analytics and investment solutions to the company's pension, insurance and institutional clients.
People Moves
07/14/2015
Touchstone Appoints Rockefeller & Co. as Sub-Advisor to Touchstone Sustainability and Impact Equity Fund
Touchstone Investments announced that Rockefeller & Co.'s heritage of sustainable and responsible investing is now available through the Touchstone Sustainability and Impact Equity Fund.
07/14/2015
Deutsche Bank Hires Head of US Rates Sales
We are thrilled to welcome Bryan to the Bank
07/14/2015
UBS Names Hagstrom, Pasquale to Run U.S. Sales in Stocks Revamp
UBS Group AG appointed Chris Hagstrom and Mike Pasquale co-heads of Americas equities distribution as the Swiss bank looks to regain market share in global stock trading.
07/14/2015
Morgan Stanley Lands $1 Billion Broker Team From Barclays
Morgan Stanley, the world's largest retail brokerage by its number of advisers, said on Tuesday it hired two brokers who managed $1 billion in client assets at Barclays Plc's U.S. wealth and investment management unit.
07/14/2015
U.S Bank's Private Client Reserve names Twin Cities private banking head
This promotion is well-deserved as Liz was most recently the youngest female managing director in The Reserve and led the private banking teams in the Twin Cities.
07/12/2015
Janney Announces Capital Markets Leadership Appointments
All of these leaders have demonstrated agility, resiliency and a keen understanding of our business today
07/12/2015
Another Top Banker Leaves Deutsche Bank
The move comes as Deutsche Bank scales back its investment banking business
07/12/2015
Nappier Names Investment Chief For $30 Billion Pension And Trust Funds
Spalding, a chartered financial analyst, has an eclectic educational background.
07/09/2015
Convergent Wealth Expands Advisory Team in Washington, DC
“To have two such talented professionals on board will further drive Convergent’s bright future,” said CEO Douglas Wolford.
07/09/2015
Jamie Wells named wealth planning director at U.S. Bank's Ascent unit
Wells has more than six years of experience in the financial services industry.
07/09/2015
Michael Brocker Joins Buckhead Investment Partners
Buckhead Investment Partners announced today that Michael Brocker has joined the firm as a Personal Wealth Advisor and Financial Planner.
07/09/2015
Bank of America Names Jackie Yoon Market President for St. Louis
Jackie’s leadership in St. Louis will ensure we are helping all of our customers and clients live their financial lives
07/09/2015
Mizuho Securities USA Expands U.S. Equity Distribution Capabilities With Senior Sales Appointments
Yoo comes to MSUSA with a twenty-five year career on Wall Street.
07/09/2015
Google Hires BNP Mortgage Strategist for Investments
A U.S. mortgage-bond strategist at BNP Paribas SA, to help manage its investments as technology giants deal with growing cash hoards.
07/09/2015
Head of Lincoln's IBD Steps Down to Lead ProEquities
Earlier this year, Protective Life was acquired by The Dai-ichi Life Insurance Company
07/09/2015
MainStay Investments Hires Financial Industry Leader Charles Reinhard
He has also held leadership positions at other major investment management firms.
07/08/2015
Advisors With $2B Join J.P. Morgan Amid Latest Barclays Defections
J.P. Morgan Securities has recruited 10 advisors who managed more than $2 billion in assets
07/08/2015
BNY Mellon expands private equity & real estate fund services team
Bank of New York Mellon Corp appointed Ned Siegel as senior sales executive for its private equity and real estate fund services unit to cover the Americas.
07/08/2015
Yoon named BofA market president
“Jackie’s leadership in St. Louis will ensure we are helping all of our customers and clients live their financial lives, through the power of every connection we can make with them,” Bank of America CEO Brian Moynihan said.