05/18/2015
Morgan Stanley Names Financial Institutions Co-Head
Financial firms announced $664 billion of mergers and acquisitions last year
People Moves
05/18/2015
Veteran of Wall Street Starts Anew With Intrepid
The energy banker who rose to become Barclays Plc’s top-paid executive before he stunned Wall Street by resigning last year, is returning to his roots
05/18/2015
Wealth Manager appoints two new advisors
They further strengthen our trust and family wealth capabilities, working directly with clients and with our colleagues
05/18/2015
Mizuho Adds Credit Suisse Traders to Growing U.S. Equities Unit
Mizuho Financial Group Inc. hired a pair of U.S. stock traders from Credit Suisse Group AG as the Tokyo- based bank expands its equities business in the country.
05/18/2015
Focus Announces Ten New Hires to Support its Significant Growth
Focus Financial Partners , the leading international partnership of independent wealth management firms, today announced ten new hires at the holding company level since 2014
05/15/2015
Wells Fargo Funds Management appoints DCIO head
He was executive director of J.P. Morgan’s national accounts team for defined contribution investment services.
05/15/2015
Harvard Professor Joins Cornerstone Research as Senior Advisor
Influential economist contributes expertise on industrial organization, technological change, and econometrics.
05/14/2015
International Tax Estate Planning Professional Joins Akin Gump
Ms. Lee’s practice includes advising clients on U.S. tax law
05/14/2015
Dynasty Financial Partners Welcomes Scott Welch as Chief Investment Officer
Mr. Welch is a frequent speaker on wealth management topics
05/13/2015
JPMorgan appoints Head of Private Capital Markets
He joined from Barclays Plc where he was most recently global co-head of private capital markets
05/13/2015
Former Clearing House Head Lands at Deutsche Bank
Deutsche Bank has hired the former president of the Clearing House Association to take charge of its stress testing process
05/13/2015
Merrill Lynch says Hill to head retirement investment & income team
She was most recently with Merrill Lynch's Global Wealth and Retirement Services markets group, where she was head of product development and origination.
05/13/2015
BNY Mellon appoints Senior Deputy General Counsel
He graduated summa cum laude with a bachelor's degree in Economics and Political Science
05/13/2015
RWC partners confirms details of new emerging market team
To support the team, RWC Partners has established a new office in Miami and is in the process of establishing an office in Singapore, subject to regulatory approvals.
05/13/2015
Grant Thornton’s Mid-South Private Wealth Services gets new leader
She also serves as a board member for Junior Achievement of Central Carolinas
05/13/2015
Southeast-Based Wealth Management firm appoints principal
He is a member of the Tennessee Bar Association as well as the Mississippi Bar Association.
05/12/2015
DBO Partners Adds Two Highly Regarded and Experienced Technology Bankers as Partners
DBO Partners, a leading merchant banking firm, today announced that Mathew Hein and David DeRuff have joined the firm as Partners
05/12/2015
Barclays hires semiconductor banker from Bank of America
Barclays already has a strong practice in semiconductors
05/12/2015
Former Conn. U.S. Attorney Hired by Previously Sanctioned Investment Firm
The new firm, like SAC Capital, is run by Steven Cohen, who still faces a civil lawsuit by the U.S. Securities and Exchange Commission, which alleges that Cohen failed to supervise the employees who were later found guilty of insider trading. He has denie
05/12/2015
LPL Names Wright to New CTO Slot
The new IBD executive reports to Chief Information Officer Victor Fetter