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People Moves

11/10/2015

Canaccord Genuity Names Coyne to Head U.S. Investment Bank

Canaccord Genuity Group Inc. promoted Dan Coyne to lead U.S. investment banking as part of a reorganization that includes cutting institutional high-yield fixed-income trading in the U.S. and the loss of 15 jobs.

11/09/2015

Merrill Brokers Managing $700 Million Go Independent

Four advisers to join growing ranks of breakaway brokers

11/09/2015

Boston Private Bank chief excutive to retire

Thompson said he will remain a member of the bank’s advisory board and will focus on his community and charitable work.

11/09/2015

Jameela Pedicini to Join Perella Weinberg Partners Agility as Director of Sustainable Investment Strategies

Ms. Pedicini joins a growing team of ESG-focused professionals, including Christie Zarkovich, a Director in Agility who helps to lead the business’ ESG manager research and selection process.

11/09/2015

Advisors with $300M Jump from Morgan to Merrill

The team's focus is high-net-worth individuals and small companies.

11/06/2015

IMCA Introduces 2016 Board of Directors

The board officers who will begin two-year terms commencing January 1, 2016

11/06/2015

Goldman to speed promotions to stem defections of junior bankers

The moves mean higher pay for many junior bankers and earlier conversations with managers about future roles at the firm.

11/05/2015

Blackstone's Longest-Serving Dealmaker Chinh Chu to Depart

Chu will continue to invest through a family office, he said in a telephone interview, and he’ll remain a senior adviser to Blackstone.

11/05/2015

Wells Fargo Names Perry Hilzendeger New Head of Mortgage Servicing

In his role heading up the default business, Hilzendeger, a 25-year Wells Fargo veteran, oversaw the teams dedicated to helping prevent and resolve delinquencies.

11/05/2015

Wayne Guay Affiliates with Cornerstone Research

Professor at the Wharton School brings expertise on executive compensation and valuation

11/05/2015

Wilmington Trust Hires David Huffman as Senior Managing Director for Washington, D.C. Office

He will provide wealth management advice and solutions to high‐net-worth individuals and families

11/05/2015

UBS Wealth Unit Hires 5 Financial Advisors

UBS Group AG's wealth management business said it hired five financial advisers, who together have about $915 million in assets under management.

11/05/2015

GenSpring Expands Florida Leadership Team

By concentrating on families in their respective regions, our teams will form even stronger relationships with those we serve.

11/04/2015

Lombard International Announces Senior Appointments to Expand the U.S. Market

The appointments of John and Virginia support our ambitions for U.S. growth

11/04/2015

Ramirez Asset Management Hires Senior Fixed Income Professional to Help Market Its Stable Value and Defined Contribution Offerings

RAM is one of only a few minority owned investment managers who offer Stable Value products and has a solid track record of managing Stable Value assets for more than 4 years.

11/04/2015

Citigroup hires Deutsche investment banker focusing on banks

A Citigroup spokesman said Heaton is the latest of four managing directors Citigroup has hired over the past year to expand its coverage of financial institutions.

11/03/2015

Three Join Berkshire Bank Wealth Management Team

Howard has more than 20 years of financial experience

11/03/2015

UBS Names New U.S. Brokerage Chief

Thomas Naratil expected to continue push to focus on clients who have millions to invest

11/02/2015

Baillie Gifford’s Slater to lead US equities team

According to FE Analytics, the Scottish Mortgage Investment Trust has returned 88.5 per cent over three years

11/02/2015

Star Mountain Capital brings on two as senior advisors

Co-founder of BlackRock Kelso Capital, Michael Lazar, and former chief HR officer of Fortress, Stanley Friedman, have joined Star Mountain Capital as senior advisors.

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