12/09/2015
Eventide Hires Ultra High Net Worth Sales Veteran as Head of Distribution
Mr. Cave helped lead the efforts of the Christian Focus Group at Merrill Lynch since its founding in 2007.
People Moves
12/09/2015
Itau Investment Bank Outgoing CEO to Lead CVC Latin America
The firm is starting a Brazil-focused operation as the country’s recession deepens.
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