09/18/2015
Jae Yoon Appointed Chief Investment Officer of New York Life Investment Management
Creating a dedicated CIO role is the logical next step as we build out our global management structure.
People Moves
09/18/2015
EY boosts team with Staples hire
His team will play a key role in the coordination of these services to help organizations review and analyze their global needs, systems and policies, and address specific regulations in each market in which they operate.
09/18/2015
Paradigm Resource Management interim CEO
As the company is repositioning its strategy forward, Mr. Otazo will also assume the position of interim Chief Executive Officer.
09/18/2015
UBS Snags Barclays Manager to Head New York Complex
A Barclays spokesman didn't immediately comment on the departure.
09/18/2015
Fidelity Bank names new president, COO
TelexFree was a customer of Fidelity Bank.
09/17/2015
BNY Mellon Adds Senior Wealth Manager
She joins BNY Mellon from Bank of America, having held a senior level role in its US Trust unit in Baltimore for nearly two years.
09/17/2015
Wilmington Trust Adds Three Structured Finance Veterans to the Global Capital Markets Division
The three are well known within the industry.
09/17/2015
MSD Capital Hires Private Equity Head
The firm generally targets private equity deals where it can invest $100 million to $300 million in equity.
09/17/2015
T. Rowe Price Group Names Head of Technology
He takes over the strategic technology leadership role from William Strickland, head of services and technology since 2012.
09/17/2015
Makena Capital Management taps Clayton as vice chair and former ambassador Burns for board
Makena’s steady approach to strategic and tactical asset allocation is enhanced by global manager selection expertise in the core investment asset classes.
09/16/2015
Deutsche Grabs 2 Recruits For Private Bank
Deutsche Asset & Wealth Management picked up two J.P. Morgan recruits for its private bank.
09/16/2015
Diversified Trust Expands Board of Directors with Distinguished Financial Services Evecutives. Elects New Board Chair
James R. Lientz, Jr. of Atlanta and Sue W. Cole of Greensboro to Add Strategic Leadership Experience to Board of Comprehensive Wealth Management Firm, Lientz Elected Board Chair
09/16/2015
BNY Mellon Adds Kirsten Sandberg as Senior Wealth Manager
Ms. Sandberg joins BNY Mellon from Bank of America
09/16/2015
New York Life Investment Management International appoints new Chairman
He Continues in his Longtime Role as Chief Executive Officer of Candriam Investors Group. John Grady Appointed a Vice Chairman of NYLIM International.
09/16/2015
First Republic boosts team
Former UBS Portfolio Managers Become Part of Growing Team In Newport Beach Office
09/15/2015
Citizens Bank grabs two local bankers from SunTrust and Wells Fargo
Moore most recently served as a senior origination banker with Wells Fargo Securities
09/15/2015
Post & Schell appoints Co-Chair of Newly Established Tax Controversy Practice
In 2007, he was named among the top 100 lawyers in both Philadelphia and Pennsylvania.
09/15/2015
Leading global alternative investment manager appoints new partner
He received his BS in Computer Science from the United States Air Force Academy
09/15/2015
BlackRock Names Salim Ramji to Head U.S. Wealth Advisory
BlackRock’s wealth advisory business distributes the firm’s mutual funds, iShares exchange-traded funds, separate accounts and other products through financial advisers and direct platforms.
09/15/2015
Bank of the James Financial Group, Inc. Appoints Lydia K. Langley to Its Board of Directors
Ms. Langley will serve on the audit committee for the Company and the compensation, audit and loan committees for the Bank.