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People Moves

05/21/2015

Deutsche Bank: We're hiring tech talent in Cary

Dan Minto, head of Deutsche Bank's growing – and state incentivized – technology center in Cary, says the team is looking to significantly increase its Cary headcount.

05/20/2015

Principal Names Nikko’s Pickerell to Board for Asset Management

Principal joins insurers adding asset managers to their boards as near-record-low interest rates pressure investment income.

05/20/2015

Pioneer Investments Hires New Head of Business Development

He was an Infantry Officer in the US Army and has a B.A. in Economics from Wofford College.

05/20/2015

Two Join The Private Client Reserve Wealth Management, Banking Teams

The Private Client Reserve provides wealth management services to clients with $3 million or more in net worth

05/20/2015

Merrill Recruits Nearly $3B Broker Team from Morgan Stanley

A big-producing Morgan Stanley team of financial advisers has joined rival Merrill Lynch

05/20/2015

U.S. Bank shuffles advisers at top of Cincinnati wealth management unit

U.S. Bank has hired a top money manager from another Cincinnati bank and lost its new wealth management chief before he could start

05/20/2015

Baird Advisors Adds Experienced Municipal Investment Team

Baird Advisors, the institutional fixed income investment management division of Baird, announced that it has hired a nationally-recognized municipal investment team from BMO Global Asset Management

05/20/2015

Two Join The Private Client Reserve Wealth Management, Banking Teams

U.S. Bank Wealth Management has appointed Beth Curley Prestine as private banking management director and John Sylla as wealth management advisor at The Private Client Reserve in Madison, Wis

05/20/2015

LLBH Private Wealth Management Enhances Team

New Director to focus on global service offerings

05/20/2015

U.S. Bank names Jory Sandusky as managing director, Ascent Private Capital

Bank Wealth Management, a unit of U.S. Bancorp said Jory Sandusky has been named managing director

05/20/2015

RBC hires two advisers from Southwest Securities

The Brandenberger Group is one of the premier fixed income groups in Texas

05/20/2015

New York Life Names Blunt to Lead $540 Billion Investments Group

Pfaff plans to retire at the end of this year, the company said.

05/20/2015

Bank Overseer Lawsky to Exit With New York $6 Billion Richer

We have assembled a great team at NYDFS and I have full confidence that the critical work of this agency will continue seamlessly moving forward,” Lawsky said in a statement.

05/20/2015

CIBC Said To Withdraw From U.S. Credit Business With 11 Leaving

The Globe and Mail reported earlier Wednesday that the bank was moving some of its New York bond-trading operations to Canada.

05/20/2015

Janus Capital unit adds two new managing directors

Intech Investment Management, a subsidiary of Janus Capital Group, said it hired Andreea Georgiu and J. Bret Young to the new positions of managing director, business development.

05/19/2015

Steel Peak Wealth Management expands team

He also holds a Chartered Retirement Planning Counselor designation in addition to the Series 7, 66 and 24 licenses.

05/19/2015

William Blair Expands Private Wealth Management team in Boston

The firm works with affluent private investors, families, and entrepreneurs

05/19/2015

Investcorp Hires Chief Risk Officer for its Hedge Funds Business

will be responsible for monitoring the risks of investments made across the firm's Hedge Funds business including fund of funds, single managers, special opportunity and alternative beta portfolios.

05/19/2015

Carlos Mickan Named Vice Chairman of Pan-American Life Insurance Group

In addition to his role as Vice Chairman, Mr. Mickan will continue to oversee Pan-American Life’s financial operations as Chief Financial Officer which includes the investment and actuarial areas of the company, as well as administration and informa

05/18/2015

Barclays leveraged finance banker leaves for Nomura

She has also worked at CitiGroup Inc. and Lehman Brothers

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