08/21/2015
Bank of the West Names Leader for Key Post in UHNW Unit
She will Lead Strategic Philanthropy and Purpose Investing offering for Ultra High Net Worth Clients
08/21/2015
Gail Nursey joins BNY Mellon Wealth Management as managing director
She is based in Tampa.
08/21/2015
Heartland boosts Private Client Services division
She has been an adjunct professor at St. Mary’s College in Moraga, CA
08/20/2015
Andersen Wealth announces new hire
All investment advisor representatives with Andersen Wealth Management practice as licensed fiduciaries.
08/20/2015
Sage Private Wealth hires advisers from Northern Trust Securities
Sage offers securities through Raymond James Financial Services, the independent broker-dealer channel of Raymond James Financial Inc.
08/20/2015
Brookwood Announces Promotion of Miles B. Janich
Mr. Janich graduated in three years from the University of California, Santa Barbara
08/20/2015
Lebenthal Asset Management Expands Portfolio Management Team
Addition Continues Execution of Growth Strategy of Lebenthal
08/20/2015
Fifth Street Asset Management announces Board changes
The Board of Directors appointed Mark J. Gordon to the Audit Committee and David J. Anderson to the Nominating and Corporate Governance Committee to fill the vacancies created by Mr. Meyer's retirement.
08/19/2015
The move is the latest by Mizuho Securities USA, the U.S. investment banking subsidiary of Mizuho Financial Group, to expand its presence in stock trading.
08/19/2015
He will join the team in the role of Operations Specialist.
08/18/2015
Longstreth earned a Bachelor of Art in Communications from Purdue University, West Lafayette, IN.
08/18/2015
Investacorp was the perfect solution for their needs, as well as being in close proximity to his practice.
08/18/2015
Kaplan was appointed by eligible members of the Dallas Fed board of directors and approved by the Board of Governors of the Federal Reserve System.
08/18/2015
He will also assist with Manulife Asset Management's larger defined contribution plan sponsor relationships, working closely with the firm's Group Retirement Solutions affiliate.
08/18/2015
As President of GIM, Mr. Zuleba will oversee the research, trading and portfolio management of equity, fixed income, alternative and risk-management strategies.
08/18/2015
Giralt, who joined the company four years ago, previously led its tax services team for Europe, Middle East and Africa region
08/18/2015
He joins Nuveen from Voya Investment Management in New York
08/18/2015
Yang joins Cornerstone after four years at JP Morgan Asset Management
08/18/2015
A father and son duo has parted with Morgan Stanley after generating over $1.6 million in revenues for the bank
08/18/2015
VisionQuest Wealth Management announced today that Tim Burke has joined the firm as Managing Director of service activities in Orlando, Florida.