10/15/2015
$258M UBS team goes independent with Wells Fargo
Curtis Rach and Jud Crary join established practice in Irvine, Calif.
People Moves
10/15/2015
Wealth advisory firm names MD of newly established subsidiary
He holds a BA in Economics from Indiana University-Bloomington.
10/14/2015
Genesis Capital Partners Hires Industry Veteran As Its First Marketing Chief
She is an active fund raiser for several not-for profit organizations.
10/13/2015
OppenheimerFunds Hires James White as Head of Diversity & Inclusion
Prior to joining OppenheimerFunds, White served as Vice President, Americas Diversity & Inclusion
10/13/2015
Janney Announces Wealth Planning Leadership
Prior to Vanguard, Martin worked as a financial advisor for Morgan Stanley.
10/13/2015
Citigroup Names First Global Head of International Personal Bank
Sambamurthy will report to Anand Selvakesari, the head of consumer banking for Asia Pacific
10/13/2015
Barclays set to name Jes Staley as new chief executive
Barclays is set to appoint former JP Morgan banker James "Jes" Staley as its new chief executive.
10/12/2015
Rockefeller & Co. Appoints Karen Wawrzaszek As Managing Director And Senior Advisor
She has a dedicated expertise in impact investing.
10/12/2015
First Republic Hires Credit Suisse Bankers for Wealth Management
First Republic, the former Bank of America Corp. unit, has been expanding wealth-management after going public in 2010.
10/11/2015
BBH look to their own for new investor services head
Páircéir has been with BBH for 15 years and joined as managing director in 2000 before becoming partner in 2010.
10/09/2015
The CEO of a $3 billion startup that recently raised $280 million is suddenly stepping down
Krach's departure comes as a bit of a surprise, especially considering Docusign just raised $280 million at a $3 billion valuation in May.
10/08/2015
Wells Fargo Securities Appoints Curran to Lead Insurance Investment Banking
He will be advising on and developing capital markets products and solutions to meet the changing needs of insurance industry customers.
10/08/2015
Mariner Hires Robert Woodard to Lead Growing Institutional Business
32-year industry veteran brings extensive institutional investment leadership to the firm
10/08/2015
AXA IM to Strengthen Client-Focused Strategy with New Americas Appointments
These serve to support the firm’s client-focused strategy and growth ambitions in the Americas region.
10/08/2015
360 Wealth Management of Dallas Adds Director of Operations Sarah Pais
Large Hybrid RIA firm adds Director of Operations to further accelerate its growth.
10/08/2015
Merrill Lynch Recruits Credit Suisse Team in Chicago
Credit Suisse brokers and outside recruiters expect the bank to sell its U.S. broker unit.
10/07/2015
Patton Albertson Miller Joins Focus
Founded in 2003, PAM primarily provides wealth management, investment management, business succession planning
10/07/2015
Lawrence Ng of LNG Management Joins Metamorphic Ventures Advisory Board
Lawrence is an entrepreneur, leading LNG Management, an asset management firm focusing on global opportunities in commercial real estate
10/06/2015
Robert Wood Johnson MD to Lead Sloan Foundation
Elizabeth Hewitt has been tapped to lead the $1.9 billion fund, replacing retiring CIO William Petersen.
10/06/2015
Boston Private Announces New Appointment to Board of Directors
She will provide our Company with insights that will help direct our trajectory in mobile banking, information security, overall customer facing applications, and big data, among other things.