03/17/2015
Macquarie Group poaches UBS exec to lead US asset manager Delaware
Shawn has significant experience managing and attracting investment talent
03/17/2015
He has 20 years’ experience in the financial services industry.
03/17/2015
BNY Mellon Wealth Management appoints senior director
He has earlier worked with Merrill Lynch as a financial adviser
03/17/2015
She will oversee strategic, fiduciary, and administrative services to help individuals and families manage philanthropic capital.
03/16/2015
Merrill fund sales guru joins American Funds
At American Funds, a unit of The Capital Group of Companies, he is a senior vice president responsible for retail product management and strategy.
03/16/2015
Footprints Asset Management & Research, Inc. (FAMR) recently announced Portfolio Manager and Director of Business Development Beau Starkel has joined their firm
03/16/2015
HE has over 15 years of investment banking experience
03/16/2015
Deloitte Names Head of Audit Practice
He will succeed Cathy Engelbert, who was named CEO of Deloitte LLP last month.
03/13/2015
Corporate client solutions includes advisory and capital markets activities.
03/13/2015
President of wealth management group to leave post
His duties will be assumed by Bill Williams
03/13/2015
Chuck will lead Sentinel's Investment Advisory Group
03/12/2015
RMB Wealth Management Promotes two execs to Partner
He leads a team of wealth advisors and client associates, while also developing relationships and providing personalized planning and investment recommendations to clients.
03/12/2015
Dan Thome has more than 30 years of investment banking and advisory experience
03/12/2015
The Private Risk Management Association is pleased to announce industry veteran Lisa Lindsay has been appointed to Executive Director
03/12/2015
Nelson Peltz’s Trian Partners is rebuffing a request by fellow activist Marcato Asset Management to remove Bank of New York Mellon Chief Executive Gerald Hassell from his job, the FOX Business Network has learned.
03/11/2015
Barclays appoints managing director in Los Angeles
His previous employers include Bank of America Corp's Merrill Lynch unit and Credit Suisse Private Banking
03/11/2015
Principal Global Investors Announces New ETF Managing Director
Previously, Kim was a senior vice president and ETF product manager at PIMCO’s Newport Beach, Calif., office.
03/11/2015
UBS Hires 15 Energy Bankers From Bank of Montreal’s Houston Team
Megan Stinson, a UBS spokeswoman, declined to comment
03/11/2015
Integrated Wealth Management Continues their Growth
These additions to Integrated Wealth Management further highlight the change in the financial services industry
03/11/2015
boutique wealth management firm boosts team
He earned his Bachelor of Science degree in Applied Mathematics and Economics from Brown University