06/02/2015
Elian launches New York Office
The New York office will support Elian’s fast-growing and comprehensive range of corporate services, including corporate structuring, structured finance and asset finance.
People Moves
06/02/2015
Wilshire Consulting Names Chief Investment Officer
In addition to serving as chair of Wilshire Consulting's Investment Committee, Foresti chairs Wilshire Associates
06/02/2015
Atlantic Trust announces new senior hires
Prior to joining Atlantic Trust, Lyons was a tax and audit associate at Stevens, Henry & Mathews LLP
06/02/2015
Gabelli Equity Trust Expands Investment Team
Bob is a magna cum laude graduate of Amherst College
06/02/2015
Energy banker leaves Barclays for BofA
A Bank of America representatives confirmed the contents of the memo. A Barclays representative declined to comment.
06/02/2015
Wells Fargo FiNet brings in four brokers who managed $500 mln
Eric Williams and John Schieve joined Wells Fargo FiNet, as the division is known, at an office outside of Indianapolis, where the two had previously worked for UBS managing a combined $106 million in client assets.
06/02/2015
Merrill Snags $300 Million Duo from UBS
They served mostly affluent families and business owners, and generated more than $3 million in fees and commissions.
06/02/2015
Southeastern Trust expands team
She brings more than 17 years of experience in investment related analysis, trading, and portfolio management, including roles at Unum Group, Wachovia Bank, and Fidelity Investments.
06/01/2015
Top Goldman Sachs PR officer is moving to the bank's investment management division
David Wells, one of Goldman Sachs' top public-relations officers, is moving to the Investment Management Division
06/01/2015
Activist Hedge Fund poaches a top Citigroup executive
The appointment is an infusion of new blood into Elliott
06/01/2015
Invesco assigns new EM head to $500m local currency fund
Invesco’s fixed income unit has handed its newly-appointed head of emerging markets, Rashique Rahman
06/01/2015
U.S. Bank names Bellman MD-investments at wealth management unit
He joins Ascent from PNC Financial Services Group Inc , where he served as a regional investment director.
06/01/2015
Wall Street firm names head of private wealth management
He replaces Eric Benedict, who “informed us of his decision to leave Morgan Stanley to pursue other opportunities,” wrote Gregory Fleming, the division’s president in the memo.
05/29/2015
Canaccord Genuity hires 3 senior capital markets professionals
Briggs will head sponsored coverage, calling on and coordinating all efforts with the private equity community for Canaccord Genuity nationwide.
05/29/2015
Wilmington Trust appoints senior private client advisor for Connecticut
He joins Wilmington Trust with 20 years of experience in the financial industry. Most recently, he was private client advisor with U.S. Trust in New York.
05/29/2015
Medley Managementappoints Senior MD
He will add to the depth and breadth of our team as we continue to provide solutions to companies
05/29/2015
Goldman’s Donohue to Become SEC Chair White’s Chief of Staff
Donohue, 64, served as general counsel of Goldman’s asset-management unit
05/29/2015
Citi Private Bank Nabs Senior Banker From J.P. Morgan
Citi Private Bank has snagged a senior private banker from J.P. Morgan Private Bank.
05/29/2015
U.S. Capital Advisors boosts Board of Directors
U.S. Capital Advisors LLC announced today that Haag Sherman has joined USCA's Board of Directors
05/29/2015
J.P. Morgan Aims to Cut 5,000 Jobs
Job cuts come as bank continues to reduce expenses