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People Moves

10/06/2015

Boston Private Announces New Appointment to Board of Directors

She will provide our Company with insights that will help direct our trajectory in mobile banking, information security, overall customer facing applications, and big data, among other things.

10/05/2015

Nickolay Joins White Oaks Wealth as Financial Planner & Sr. Tax Associate

Laura Nickolay extensive knowledge and valued expertise to the White Oaks team and clients.

10/05/2015

Terri Spath Joins Sierra Investment Management as CIO

Ms. Spath will have a range of investment strategy responsibilities including market and economic analysis, portfolio allocation and building client solutions.

10/05/2015

Palos Management Adds Wakeham Pilot and Joseph Khoubbieh to the Portfolio Management Team

They are part of a multi-year effort to expand and deepen the Palos service offering.

10/05/2015

Principal Global Investors Hires Madelyn Antoncic as Executive Director Institutional Investment Solutions

She will also serve as a key conduit for developing asset solutions for the investment challenges of sovereign clients.

10/05/2015

Seix Investment Advisors LLC Hires Managing Director of Structured Capital Markets

Expanding the firm's CLO business is a strategic priority for both Seix and RidgeWorth

10/05/2015

Neuberger Berman Appoints Matthew Malloy Global Head Of Insurance Solutions

Insurance companies globally have unique needs that require a depth of investment expertise that comes from fundamental, bottoms-up, active management.

10/05/2015

Brian Fairhurst, Roger Goncalves join RBC Global as directors

Fairhurst joins from F-Squared Investments and has previously worked at BlackRock and iShares.

10/05/2015

Neuberger Berman Appoints Matthew Malloy Global Head Of Insurance Solutions

Mr. Malloy will lead efforts to deepen relationships with existing clients and to guide the firm's strategy for delivering general account advice and solutions to the global insurance client segment.

10/05/2015

Michael Liftik Named SEC Deputy Chief of Staff

Mr. Liftik became Senior Advisor to Chair Mary Jo White in April 2013

10/02/2015

Chatham Residents Join Chatham Wealth Management Team

Ryan has over 10 years financial services and credit rating agency experience.

10/02/2015

Ascent Private Capital Management Taps Moeller as Portfolio Manager

Moeller joins Ascent’s Investments team led by Joe Hinderer in Minneapolis.

10/01/2015

Kellie Neuhaus Promoted to Private Client Services Managing Director in Boston

Andersen Tax now has 134 Managing Directors in 18 locations in the U.S.

10/01/2015

Aventis Asset Management Hires Byers as Head of Business Development

Founded in 2006 by veteran commodities specialist and former CBOT floor trader Paul Kim, Aventis employs a fundamental, discretionary trading strategy

10/01/2015

Aventis Asset Management hires head of business development

Effective September 1, 2015, Byers is responsible for the strategic planning and implementation of all Business Development efforts for Aventis.

10/01/2015

Deimos Asset Management Taps Warner For PM Role

Warner’s addition continues to build on the Deimos strategy of developing a suite of hedge fund products

10/01/2015

Citi boosts retail M&A business with Credit Suisse hires

Anton joined Credit Suisse in 2005

10/01/2015

Merrill Shuffles Brokerage Managers in Wake of Broader Cost Cuts at BofA

Brokerage also cuts number of regional ‘divisions’ to 10 from 11

10/01/2015

Morgan Stanley Promotes Ted Pick, Dan Simkowitz to New Roles

Pick and Simkowitz, both more than 20-year veterans of Morgan Stanley, are taking over businesses struggling to meet their financial targets.

10/01/2015

$370M Team Leaves Merrill For Stifel

The team, operating as NSCHH Wealth Management Group, is supported by Cathy Carr, a registered client service associate.

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