02/04/2015
He will be responsible for managing client relationships and expanding opportunities for continued growth of the fund services business in North America.
02/04/2015
U.S. Bank hires new MD for Seattle wealth management unit
U.S. Bancorp's wealth management arm appointed Jan Hendrickson as regional managing director of its private wealth management division
02/04/2015
Chris Dupuy, formerly a top regional executive for Bank of America Merrill Lynch, left the firm a year ago and joined the independent Focus Financial Partners LLC wealth management network
02/04/2015
Susan serves on the board of NextStep Fitness
02/03/2015
She will be responsible for growing Ascent’s Seattle office and will provide strategic leadership for the office’s nine professionals, who provide investment management, private banking, wealth impact planning, and family office advisory servi
02/03/2015
Advent Capital Management boosts team
Firm Also Adds to High Yield Portfolio Team and Technology Research GroupSpate of Hiring Supports Advent’s Growing Investment Strategies
02/03/2015
BofA poaches banker from Goldman
Bank of America Merrill Lynch has poached AJ Murphy from Goldman Sachs to be co-head of global leveraged finance
02/03/2015
The investment management division is tasked with writing regulations for mutual funds, exchange-traded funds, hedge funds and private equity funds.
02/02/2015
New additions to the team include John Roberts, Daniel Valentino, and Anthony Ward. The Fiduciary Tax Department is based in Wilmington Trust's headquarters in Wilmington, Del.
02/02/2015
Coutts appoints MD for Western European, American and Resident Non-Domiciled clients
Based in London John will oversee the Western Europe and America’s Desks, with a team of 50 client advisers and support staff.
02/02/2015
Kames Capital strengthens equity team
He joins the team as an investment analyst focussing on North American equities, reporting to Marcus Chandler, Kames’ head of North American equities.
02/02/2015
They will report to Alan D. Roth, a Principal in Sandler O’Neill’s fixed income sales and trading group.
02/02/2015
Signature Financial Planning today announced that Deborah Graver has joined as a partner in the firm, bringing with her more than two decades of industry experience and executive management.
02/02/2015
Some of these registrations are people who were hired last year and have only just been logged with the regulator.
01/30/2015
The layoffs come as all of Canada’s big banks are focusing increasingly on cost controls
01/30/2015
Peapack-Gladstone Bank expands wealth management team
She brings to the Bank 12 years of financial expertise
01/30/2015
Evercore boosts Equity Capital Markets Group
He was most recently Head of Capital Markets for Liquidnet
01/30/2015
He joined BBVA Compass in 2002
01/30/2015
Fund industry exec joins Convergence
As a member of the company's Management Committee, Joe will work in partnership with the company's co-Presidents, John Phinney and George Evans, on business strategy, the development and execution of strategic business and customer relationship
01/30/2015
Hub International Northeast boosts Private Client Services Division
Over the course of her career, Lynn has contributed to the development of new services and personal insurance solutions for affluent individuals and multi-generation wealthy families for over 25 years.