01/12/2016
Neuberger Berman Acquires Options Investment Team
With the addition of this team, Neuberger Berman strengthens its lineup of systematic, outcome oriented investment capabilities.
01/12/2016
Co-Chief of Asset Management Unit to Leave SEC
She began her SEC career in 2005 as a staff attorney in the Enforcement Division in Washington D.C.
01/12/2016
The Atlanta team joins William Blair from Credit Suisse, where the team collectively managed more than $1.6 billion in client assets.
01/12/2016
Burke's management and fundraising duties have largely been taken on by Julie Trent, who has been named chief operating officer.
01/11/2016
Kardys joined Frost in 1976 and has worked in the bank’s trust, investments and brokerage area for his entire 39-year career at Frost.
01/11/2016
Dr. Hsu will continue to operate in a non-executive capacity at Research Affiliates as Vice Chairman and remain a partner and owner of Research Affiliates.
01/11/2016
He will be based in Northern Trust’s New York City office and will lead the Northeast business, with John Hoffman, president of Greater New York, and Bill Buccella, president of New England, reporting to him.
01/08/2016
Harrington will continue to play a leadership role in the trust company, while serving clients and providing guidance and support on regulatory and business administration.
01/08/2016
He will be based in New York and report to Colin Daly, head of the financial-lines group, a spokeswoman for the company said.
01/08/2016
Mark Weiss has left NGKF behind to join Cushman & Wakefield’s New York office as executive vice chairman.
01/07/2016
Fleming is leaving the firm "to pursue other opportunities
01/07/2016
Morgan Stanley also announced that Andy Saperstein would switch from his role as co-COO of institutional securities to become cohead of wealth management.
01/07/2016
He helped Burbank establish increased risk controls and quantitative analysis for San Francisco-based Passport.
01/07/2016
None of the sources gave the reason for the departure of Kayath, 52, who last year was made a managing director for Credit Suisse in Brazil.
01/06/2016
Gopalakrishnan, who will be based in Boston, was previously the CIO of Campus Services at Harvard University.
01/06/2016
Leading private bank and wealth management company boosts board
She served as President from 2007 to 2015
01/06/2016
Mizuho Announces Senior Technology Banking Appointment
Prior to Mizuho, he spent the majority of his career with Citigroup, most recently serving as a Managing Director in Technology Banking.
01/06/2016
Opus Bank Announces Further Expansion of Its Merchant Bank
He Joins as Managing Director, Technology Investment Banking
01/06/2016
The firm’s expansion over the past two years and growing number of assignments have created the need to add another professional to the firm’s senior management team.
01/06/2016
Jennings also has served as chief strategist at the firm and has specialized in estate planning and wealth management, including practicing trust and estate law.