06/16/2015
MainStay boosts team
In addition, MainStay announces that it is building out a dedicated client consulting team for the DCIO community.
People Moves
06/16/2015
Mechanics Bank CEO out as bank goes private
Mechanics Bank President and CEO has left the Walnut Creek-based bank
06/16/2015
Union Bank appoints head of the Wealth Markets Group
New CEO of Investment Management Subsidiary Also Announced
06/16/2015
Altegris Announces Senior Leadership Team Promotions
"Given my increasing focus on the vision and strategic direction of the business, I am pleased and honored to appoint an executive with Jack's pedigree to succeed me as CEO," said Mr. Sundt.
06/15/2015
Intel hires manager for target-date, global funds
Alternatives-heavy strategies had been managed in-house
06/15/2015
Maxim Group Expands Capital Markets Platform
The group will be led by Jacob Eisen who will serve as Managing Director.
06/15/2015
Guggenheim Securities expands Energy and Power Investment Banking Practice
Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced today that Dean Keller will be joining the firm as a Senior Managing Director
06/15/2015
WisdomTree Appoints Head of Global Distribution from McKinsey
He joins WisdomTree from McKinsey & Company
06/15/2015
JLT Specialty launches CPS practice
JLT Specialty Insurance Services, a US subsidiary of Jardine Lloyd Thompson Group, has launched a credit, political and security risk practice
06/15/2015
Officer of BNY Mellon's Investment Boutique Joins Family Wealth Advisor Team
BNY Mellon has moved a veteran of the firm's investment boutique to its wealth management unit.
06/15/2015
Macquarie Makes Senior U.S. Equities Distribution and Trading Appointments
“I’m delighted to welcome JT and Peter to our US equities platform
06/12/2015
JPMorgan promotes TMT bankers in reorganization
JPMorgan Chase & Co has promoted several investment bankers in its technology, media and telecom group
06/12/2015
Janney capital markets' future unclear after leader departs
Janney Montgomery Scott said it has no immediate plans to replace departed capital markets head Jordie Maine
06/12/2015
Technology Investment-Banking Star Joins SecureMySocial Advisory Board
SecureMySocial announced today that Maria Lewis Kussmaul, co-founder and partner at AGC Partners, has joined its Advisory Board
06/12/2015
JPMorgan Promotes Dealmaker Kurt Simon to Global Chairman of M&A
Equity capital markets co-head Michael Millman will also run technology investment banking for North America, according to the memo.
06/12/2015
Pioneer hires Dristine for US institutional drive
Dristine will be based in Boston for the asset manager, which is currently owned by Italy’s UniCredit bank.
06/11/2015
Northern Trust Strengthens Wealth Advisory Services Team in New York
Appointed as Senior Regional Wealth Advisor
06/11/2015
Raymond James Hires $665M Morgan Stanley Team
The brokerage has been recruiting advisers who manage sizable assets at a rapid pace
06/11/2015
HSBC Appoints Head of Global Trade and Receivables Finance, US and Canada
Inwha will be responsible for leading and managing GTRF activities across the United States and Canada for Commercial and Global Banking clients.
06/10/2015
Fiduciary Trust Company International boosts team
He will be based in the firm's San Mateo, California office.