03/24/2015
Former Amper, Poliziner & Mattia CEO joins Wells Fargo
He is a former managing partner and CEO of Amper, Poliziner & Mattia LLP
People Moves
03/24/2015
Arlington Asset Investment Corp. Welcomes New CFO
He succeeds Kurt R. Harrington, age 62, who is retiring after serving as the Company's CFO for the last fifteen years. To assist with the transition, Mr. Harrington will remain an employee of the Company until April 30, 2015.
03/24/2015
Wall Street's most powerful woman jumps to Google
She will join Google on May 26, the company said in a blog post.
03/24/2015
Piper Jaffray boosts team
Piper Jaffray continues to actively seek opportunities to grow its business in 2015 and beyond.
03/23/2015
Cathay Bank Appoints New President And Chief Operating Officer
Mr. Tai joined Cathay Bank in 1999 as the General Manager of New York Region
03/23/2015
Botkin Family Wealth Management launches
A team of advisers has left Morgan Stanley to launch Botkin Family Wealth Management, an independent financial planning and investment firm.
03/23/2015
BofA names head of South Africa investment banking
A spokesperson for Bank of America Merrill Lynch confirmed the contents of the memo
03/23/2015
TD Bank Expands Commercial Real Estate Group in Florida
TD Bank's Commercial Real Estate team focuses on serving the financial needs of high quality
03/23/2015
Wells Fargo Insurance appoints Head of National Cross- Sell Team
Based in Dallas, she will lead the national cross-sell strategy and partner with local insurance teams, national resources and bank leaders to identify opportunities to help Wells Fargo customers manage risk and meet their insurance needs.
03/23/2015
Merrill Lynch hires Morgan Stanley manager
Kremers took over as Merrill Lynch's director for the Desert Inland Empire Complex, overseeing roughly 75 brokers at four branches near Palm Springs, California.
03/20/2015
HHM Wealth Advisors Expands
He has served firms and clients within the investment industry since the mid-1990s.
03/20/2015
Marsh & McLennan Companies Names Ferdinand G. Jahnel Vice President, Treasurer
He will be based at Marsh & McLennan’s corporate headquarters in New York City.
03/20/2015
Signature Bank Names Team for White Plains Office
Mooney had spent a decade at JPMorgan Chase
03/19/2015
Golden State Wealth Management boosts team
She began her career with AG Edwards
03/19/2015
QIC hires senior infrastructure execs
QIC has hired two senior infrastructure executives to lead its US and UK/European infrastructure operations
03/19/2015
Boston Common Asset Management hires business development head
Boston Common has $2.1 billion in assets under management
03/19/2015
Rothschild Asset Management Announces Appointment of CEO
The appointment underlines the firm's strong commitment to continue building a pre-eminent asset management business for Rothschild North America.
03/19/2015
Newton appoints non-executive board directors
Newton Investment Management, part of BNY Mellon, has announced the appointment of Henrietta Jowitt and Susan Noble as independent non-executive directors to its board
03/19/2015
Morgan Stanley shuffles wealth and securities executives
In a separate memo, Gorman said Morgan Stanley is also adding three executives to two internal business committees.
03/19/2015
Mellon Wealth Management hires senior wealth director
He previously served as a regional vice president with Fisher Investments where he worked on developing a high net worth client program.