04/16/2015
iCapital Network Grows Business Development Team with New Senior Hires
Melissa Iagulli joins iCapital with over a decade of experience conducting advanced financial analysis
People Moves
04/15/2015
Patrick Long Rejoins KBW's Depository Investment Banking Group
Patrick has extensive experience as a senior banker
04/15/2015
Boston Private plans to be a distinctive Wealth Management, Trust and Private Banking organization
These changes will align more directly the Boston Private executive team with execution of the Company’s plan to become nationally recognized as a distinctive Wealth Management, Trust and Private Banking organization.
04/15/2015
Banking Veteran to Join PacWest as CFO
PacWest Bancorp in Los Angeles announced Tuesday that Chief Financial Officer Victor Santoro plans to retire from the post this summer
04/15/2015
RidgeWorth hires Sovereign Wealth MD
Working in concert with RidgeWorth Investments' existing institutional sales and client service team in the United States, Shah will focus on the marketing of RidgeWorth's entire product suite to Sovereign Wealth entities and Central Banks in Eu
04/14/2015
Citigroup Shuffles Top Ranks
Citigroup’s head of Asia Pacific Stephen Bird is moving to New York to be head of the US bank consumer globally
04/14/2015
Former President of Fidelity Investments Private Wealth Joins Financial Recovery Technologies
Earlier in his career, David served as Vice Chairman of Mellon Financial and President of Mellon's Private Wealth Management group where he led Mellon's private client services.
04/14/2015
Mizuho Securities USA Continues Build Out of US Equity Research Team
Mizuho Securities USA , the U.S. investment banking subsidiary of Mizuho Financial Group MFG, has appointed two senior officers to its US Internet and Interactive Gaming research team
04/14/2015
BMO Capital Markets Mining Analysts Leave Bank
Haughton and Robson covered precious metals and base metals
04/13/2015
Cantor Fitzgerald expands Asset Management business
He will focus on assisting asset owners with monitoring, measuring and managing risk holistically across mandates, geographies and asset classes.
04/13/2015
Odgers Berndtson Names new Partner in New York Financial Services Practice
She currently serves as a Trustee and Executive Board member of the Boys and Girls Club of Greenwich.
04/13/2015
Cowen Group boosts Board of Directors
He was named an "Emerging Markets Superstar" by Global Finance Magazine
04/13/2015
Private Client Reserve appoints MD from BMO
He will be based in Milwaukee, Wisconsin
04/12/2015
Stephens Hires Five Senior Investment Banking Professionals From Sterne Agee
This announcement follows the news that Stifel has entered into an agreement to acquire Sterne Agee's Wealth Management and Fixed Income Groups
04/12/2015
RBC Hires Discharged $1.2B Merrill Advisor
After nearly 33 years with the firm, Buck was discharged from his position
04/12/2015
First Niagara Names Director Of Private Banking
Keller will work with high-net-worth individuals
04/12/2015
Fired Merrill Veteran, Daughters Hired by RBC
A former top-producing Merrill Lynch adviser who was fired last month has joined RBC Wealth Management along with two daughters.
04/10/2015
Eaton Partners Expands Partnership As Firm Continues Global Growth
Appointments include three new Partners and five Managing Directors
04/10/2015
RCM Alternatives Promotes Paul Rieger to Managing Director and Partner
Industry veteran will focus on promoting the benefits of managed futures with investors and wealth advisors
04/10/2015
Raymond James gets 2 brokers from Morgan Stanley
Raymond James & Associates has gained two brokers from the industry's biggest player, Morgan Stanley