04/22/2015
U. California Loses Hedge Fund Chief, Looks to Recruit
Choi’s departure—scheduled for July 1—will end her decade-long leadership of the now-$6 billion portfolio, putting the managing director role up for grabs.
People Moves
04/22/2015
Thomson Reuters names wealth management MD
In his new role, David will lead the Thomson Reuters North American Wealth Management business
04/21/2015
BofA Names Global Energy Head After Coben Departs
Bank of America Corp. named Julian Mylchreest as the sole head of its global power and energy banking business
04/21/2015
Star Houston hedge fund founder steps down
Assuming Coolidge's place is Eric Bass, an Enron alumnus whom Coolidge personally hired in 2008 as a trader
04/21/2015
AMG Appoints boosts Board of Directors
William J. Nutt to Retire from the Board
04/21/2015
Halbert Hargrove Appoints industry vet as Co-Chief Investment Officer
Financial advisory firm has announced the appointment of industry veteran, Randall Lert to co-chief investment officer
04/21/2015
Piper Jaffray Snags Sterne Agee Banking Analysts
A pair of senior banking analysts has left Sterne Agee to join Piper Jaffray.
04/21/2015
Aegon Asset Management Announces new U.S. Head of Distribution
Aegon Asset Management announced today the appointment of Tom Neukranz as U.S. Head of Distribution
04/21/2015
RBC hires three advisers from Morgan Stanley
RBC Wealth Management, part of Royal Bank of Canada, hired three Morgan Stanley financial advisers at a suburban Pittsburgh brokerage office
04/21/2015
Treasury Pension Expert Joins Buck
Buck believes her experience will provide clients with insights into the workings of the federal government and pension regulation decisions.
04/20/2015
Upstart investor raids three from big banks
A fast-growing asset management firm has landed three big hires from large banks in recent weeks.
04/20/2015
Morgan Stanley Names Levy to Lead Traditional Asset Management
Revenue from traditional asset management climbed 6 percent last year to $1.8 billion, while revenue from merchant-banking and real estate investing each dropped by a third as new rules limited the bank’s ability to invest its own money in those are
04/20/2015
GAMCO Investors Chief Financial Officer to resign as of July 1, 2015
He returned in February 2011 and assumed the role of Chief Financial Officer. Prior to rejoining us, he was the Chief Financial Officer of Commonwealth Management Partners, LLP, a privately-held investment management company.
04/20/2015
Morgan Stanley's Moriarty Takes on Additional Roles - Memo
Ed Moriarty, head of Morgan Stanley's merchant banking and real estate business, has taken on the additional role of overseeing alternative investments and managed futures
04/20/2015
New leaders chart expansion for RBC GAM
Stressing continuity, they seek bigger footprint in U.S., Europe
04/20/2015
UPS Loses Liquid Alts Chief to Hedge Fund
Leo Svoboda will be joining NYC-based hedge fund Penso Advisors in May
04/20/2015
BNY Mellon appoints Chief Auditor
She joins BNY Mellon from American International Group
04/17/2015
CEO of Cantor's wealth unit to depart
He helped build Cantor Fitzgerald Wealth Partners
04/17/2015
Clinton to name former financial regulator as CFO
Bloomberg cited in its report an unnamed Democrat familiar with the decision
04/16/2015
Ken Fisher plans to step down as CEO of firm
Billionaire behind Fisher Investments has discussed his intentions for years, but succession plan isn't clear