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People Moves

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

05/18/2015

Morgan Stanley Names Financial Institutions Co-Head

Financial firms announced $664 billion of mergers and acquisitions last year

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.

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